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Planning Center Inc’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Planning Center Inc’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 		$82.9M Sell
1,868,514
-9,459
-0.5% -$405K 7.82% 5
2026
Q1 		$73M Sell
1,877,973
-43,687
-2% -$1.76M 7.39% 5
2025
Q4 		$76.1M Sell
1,921,660
-148,446
-7% -$5.79M 7.77% 5
2025
Q3 		$79.8M Sell
2,070,106
-24,644
-1% -$920K 8.38% 4
2025
Q2 		$75.1M Buy
2,094,750
+71,994
+4% +$2.4M 8.3% 4
2025
Q1 		$66.7M Sell
2,022,756
-65
-0% -$2.26K 7.9% 4
2024
Q4 		$70M Sell
2,022,821
-47,113
-2% -$1.66M 8.88% 4
2024
Q3 		$71M Sell
2,069,934
-18,439
-0.9% -$609K 8.74% 4
2024
Q2 		$67.3M Buy
2,088,373
+12,661
+0.6% +$399K 8.8% 4
2024
Q1 		$66.3M Sell
2,075,712
-48,237
-2% -$1.46M 14.43% 2
2023
Q4 		$62.1M Sell
2,123,949
-28,395
-1% -$768K 14.4% 2
2023
Q3 		$56.4M Buy
2,152,344
+9,466
+0.4% +$258K 14.65% 2
2023
Q2 		$58.2M Buy
2,142,878
+26,284
+1% +$677K 14.78% 2
2023
Q1 		$54.2M Sell
2,116,594
-19,822
-0.9% -$502K 14.91% 2
2022
Q4 		$51.9M Buy
2,136,416
+1,084,487
+103% +$26.4M 15.78% 2
2022
Q3 		$23.8M Buy
1,051,929
+14,602
+1% +$358K 18.83% 2
2022
Q2 		$24.4M Buy
+1,037,327
New +$26.3M 19.24% 2
2022
Q1 		– Sell
-959,289
Closed -$26.7M – 47
2021
Q4 		$26.7M Buy
+959,289
New +$27.1M 21.28% 2

Other funds holding DFAC

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
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
SIC
SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

Planning Center Inc's DFAC Position: Q2 2026 in Review

Planning Center Inc reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 0.5% in Q2 2026, selling an estimated $405K and leaving 1,868,514 shares worth $82.9M. The position accounts for 7.82% of the portfolio, ranked #5.

Planning Center Inc first reported a position in DFAC in Q4 2021 and has held it in 18 quarters since. 626 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Planning Center Inc held 1,868,514 shares of Dimensional US Core Equity 2 ETF worth $82.9M as of Q2 2026.
  • Planning Center Inc sold 9,459 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $405K.
  • Dimensional US Core Equity 2 ETF made up 7.82% of Planning Center Inc's portfolio in Q2 2026, its #5 holding.
  • Planning Center Inc first reported a position in Dimensional US Core Equity 2 ETF in Q4 2021 and has held it in 18 quarters since.
  • 626 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Planning Center Inc's 13F filing for Q2 2026, filed 30 Jul 2026.