PMFA
DFAC icon

Plante Moran Financial Advisors’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Plante Moran Financial Advisors’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 		$346K Hold
7,810
– – 0.02% 118
2026
Q1 		$303K Hold
7,810
– – 0.02% 125
2025
Q4 		$309K Hold
7,810
– – 0.02% 128
2025
Q3 		$301K Sell
7,810
-675
-8% -$25.2K 0.02% 128
2025
Q2 		$304K Hold
8,485
– – 0.02% 123
2025
Q1 		$280K Hold
8,485
– – 0.02% 128
2024
Q4 		$293K Hold
8,485
– – 0.02% 133
2024
Q3 		$291K Sell
8,485
-279
-3% -$9.21K 0.02% 135
2024
Q2 		$283K Buy
8,764
+2,674
+44% +$84.3K 0.03% 137
2024
Q1 		$195K Hold
6,090
– – 0.02% 177
2023
Q4 		$178K Sell
6,090
-916
-13% -$24.8K 0.02% 183
2023
Q3 		$184K Hold
7,006
– – 0.02% 155
2023
Q2 		$190K Hold
7,006
– – 0.02% 161
2023
Q1 		$179K Sell
7,006
-593
-8% -$15K 0.02% 159
2022
Q4 		$185K Sell
7,599
-405
-5% -$9.85K 0.03% 163
2022
Q3 		$178K Buy
8,004
+31
+0.4% +$761 0.03% 153
2022
Q2 		$186K Buy
7,973
+30
+0.4% +$760 0.03% 154
2022
Q1 		$219K Buy
7,943
+17
+0.2% +$465 0.04% 154
2021
Q4 		$230K Sell
7,926
-867
-10% -$24.5K 0.04% 165
2021
Q3 		$234K Buy
8,793
+24
+0.3% +$652 0.05% 168
2021
Q2 		$237K Buy
+8,769
New +$233K 0.06% 153

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 $7.08B AUM 17.38% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Plante Moran Financial Advisors's DFAC Position: Q2 2026 in Review

Plante Moran Financial Advisors held its Dimensional US Core Equity 2 ETF (DFAC) position steady in Q2 2026 at 7,810 shares worth $346K. The position accounts for 0.02% of the portfolio, ranked #118.

Plante Moran Financial Advisors first reported a position in DFAC in Q2 2021 and has held it in 21 quarters since. 1,215 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Plante Moran Financial Advisors held 7,810 shares of Dimensional US Core Equity 2 ETF worth $346K as of Q2 2026.
  • Plante Moran Financial Advisors left its Dimensional US Core Equity 2 ETF share count unchanged in Q2 2026.
  • Dimensional US Core Equity 2 ETF made up 0.02% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #118 holding.
  • Plante Moran Financial Advisors first reported a position in Dimensional US Core Equity 2 ETF in Q2 2021 and has held it in 21 quarters since.
  • 1,215 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.