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Plancorp LLC’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Plancorp LLC’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 		$350M Sell
7,886,805
-2,449,200
-24% -$105M 8.54% 4
2026
Q1 		$419M Sell
10,336,005
-92,375
-0.9% -$3.72M 11.9% 1
2025
Q4 		$413M Sell
10,428,380
-175,600
-2% -$6.85M 12.48% 1
2025
Q3 		$409M Sell
10,603,980
-138,531
-1% -$5.17M 12.83% 1
2025
Q2 		$385M Buy
10,742,511
+173,627
+2% +$5.79M 13.33% 1
2025
Q1 		$349M Buy
10,568,884
+75,774
+0.7% +$2.63M 13.82% 1
2024
Q4 		$363M Sell
10,493,110
-121,461
-1% -$4.28M 14.91% 1
2024
Q3 		$364M Sell
10,614,571
-139,537
-1% -$4.61M 14.85% 1
2024
Q2 		$347M Sell
10,754,108
-223,835
-2% -$7.06M 15.03% 1
2024
Q1 		$351M Sell
10,977,943
-44,430
-0.4% -$1.34M 15.23% 1
2023
Q4 		$322M Sell
11,022,373
-37,695
-0.3% -$1.02M 15.44% 1
2023
Q3 		$290M Sell
11,060,068
-104,484
-0.9% -$2.85M 15.51% 1
2023
Q2 		$303M Sell
11,164,552
-6,378
-0.1% -$164K 16.35% 1
2023
Q1 		$285M Sell
11,170,930
-11,447
-0.1% -$290K 16% 1
2022
Q4 		$272M Sell
11,182,377
-284,363
-2% -$6.92M 16.02% 1
2022
Q3 		$255M Buy
11,466,740
+21,535
+0.2% +$529K 17.01% 1
2022
Q2 		$267M Sell
11,445,205
-81,699
-0.7% -$2.07M 16.8% 1
2022
Q1 		$318M Buy
11,526,904
+62,679
+0.5% +$1.72M 20.68% 1
2021
Q4 		$332M Sell
11,464,225
-19,165
-0.2% -$541K 21.05% 1
2021
Q3 		$305M Sell
11,483,390
-37,995
-0.3% -$1.03M 21.08% 1
2021
Q2 		$311M Buy
+11,521,385
New +$306M 24.39% 1

Other funds holding DFAC

AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
BEW
Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return
OFA
Onyx Financial Advisors Idaho Falls, Idaho $278M AUM 19.67% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CSIA
Conrad Siegel Investment Advisors Harrisburg, Pennsylvania $615M AUM 21.19% 1-Year Est. Return
BWA
BCU Wealth Advisors Vernon Hills, Illinois $301M AUM 20.28% 1-Year Est. Return
NCM
New Capital Management Houston, Texas $439M AUM 16.55% 1-Year Est. Return

Plancorp LLC's DFAC Position: Q2 2026 in Review

Plancorp LLC reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 24% in Q2 2026, selling an estimated $105M and leaving 7,886,805 shares worth $350M. The position accounts for 8.54% of the portfolio, ranked #4.

Plancorp LLC first reported a position in DFAC in Q2 2021 and has held it in 21 quarters since. The position peaked at $419M in Q1 2026. 251 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Plancorp LLC held 7,886,805 shares of Dimensional US Core Equity 2 ETF worth $350M as of Q2 2026.
  • Plancorp LLC sold 2,449,200 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $105M.
  • Dimensional US Core Equity 2 ETF made up 8.54% of Plancorp LLC's portfolio in Q2 2026, its #4 holding.
  • Plancorp LLC first reported a position in Dimensional US Core Equity 2 ETF in Q2 2021 and has held it in 21 quarters since.
  • Plancorp LLC's Dimensional US Core Equity 2 ETF position peaked at $419M in Q1 2026.
  • 251 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Plancorp LLC's 13F filing for Q2 2026, filed 14 Jul 2026.