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

Planning Strategies’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	$57K	Buy	+1,285	New	+$55K	0.04%	146

Other funds holding DFAC

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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

Planning Strategies's DFAC Position: Q2 2026 in Review

Planning Strategies opened a new position in Dimensional US Core Equity 2 ETF (DFAC) in Q2 2026: 1,285 shares worth $57K. The stake represents 0.04% of the portfolio and ranks #146 among its holdings.

1,176 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

Planning Strategies held 1,285 shares of Dimensional US Core Equity 2 ETF worth $57K as of Q2 2026.
Dimensional US Core Equity 2 ETF was a new Planning Strategies position in Q2 2026.
Dimensional US Core Equity 2 ETF made up 0.04% of Planning Strategies's portfolio in Q2 2026, its #146 holding.
1,176 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.