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Peak Retirement Planning’s U.S. Core Equity 2 Portfolio ETF Class Shares DFAC Stock Holding History

Peak Retirement Planning’s Portfolio DFAC Stock Details DFAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$365K Hold
8,228
– – 0.06% 123
2026
Q1 		$320K Buy
8,228
+21
+0.3% +$846 0.06% 120
2025
Q4 		$325K Buy
8,207
+19
+0.2% +$742 0.08% 115
2025
Q3 		$316K Buy
8,188
+22
+0.3% +$821 0.09% 110
2025
Q2 		$293K Buy
+8,166
New +$272K 0.12% 101

Other funds holding DFAC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.8B AUM 22.29% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Peak Retirement Planning's DFAC Position: Q2 2026 in Review

Peak Retirement Planning held its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) position steady in Q2 2026 at 8,228 shares worth $365K. The position accounts for 0.06% of the portfolio, ranked #123.

Peak Retirement Planning first reported a position in DFAC in Q2 2025 and has held it in 5 quarters since. 1,222 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Peak Retirement Planning held 8,228 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $365K as of Q2 2026.
  • Peak Retirement Planning left its U.S. Core Equity 2 Portfolio ETF Class Shares share count unchanged in Q2 2026.
  • U.S. Core Equity 2 Portfolio ETF Class Shares made up 0.06% of Peak Retirement Planning's portfolio in Q2 2026, its #123 holding.
  • Peak Retirement Planning first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q2 2025 and has held it in 5 quarters since.
  • 1,222 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q2 2026.

Based on Peak Retirement Planning's 13F filing for Q2 2026, filed 10 Aug 2026.