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

Prosperity 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 		$3.22M Sell
72,692
-1,699
-2% -$72.7K 0.74% 31
2026
Q1 		$2.89M Sell
74,391
-166
-0.2% -$6.69K 0.73% 32
2025
Q4 		$2.95M Sell
74,557
-17,641
-19% -$689K 0.77% 30
2025
Q3 		$3.56M Sell
92,198
-638
-0.7% -$23.8K 0.96% 27
2025
Q2 		$3.33M Sell
92,836
-651
-0.7% -$21.7K 0.96% 26
2025
Q1 		$3.08M Buy
93,487
+1,584
+2% +$55K 0.97% 26
2024
Q4 		$3.18M Sell
91,903
-2,915
-3% -$103K 1.02% 25
2024
Q3 		$3.25M Sell
94,818
-739
-0.8% -$24.4K 1.03% 23
2024
Q2 		$3.08M Sell
95,557
-27,113
-22% -$855K 1.05% 22
2024
Q1 		$3.92M Sell
122,670
-2,630
-2% -$79.4K 1.36% 17
2023
Q4 		$3.66M Sell
125,300
-1,941
-2% -$52.5K 1.37% 17
2023
Q3 		$3.33M Sell
127,241
-1,349
-1% -$36.8K 1.39% 17
2023
Q2 		$3.49M Sell
128,590
-8,308
-6% -$214K 1.44% 18
2023
Q1 		$3.49M Buy
136,898
+371
+0.3% +$9.4K 1.52% 17
2022
Q4 		$3.36M Hold
136,527
– – 1.66% 16
2022
Q3 		$3.04M Buy
136,527
+10,527
+8% +$258K 1.59% 18
2022
Q2 		$3.16M Hold
126,000
– – 1.61% 16
2022
Q1 		$3.65M Hold
126,000
– – 1.79% 15
2021
Q4 		$3.65M Buy
126,000
+5,697
+5% +$161K 1.85% 16
2021
Q3 		$3.2M Buy
+120,303
New +$3.27M 1.74% 18

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
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 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

Prosperity Planning's DFAC Position: Q2 2026 in Review

Prosperity Planning reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 2.3% in Q2 2026, selling an estimated $72.7K and leaving 72,692 shares worth $3.22M. The position accounts for 0.74% of the portfolio, ranked #31.

Prosperity Planning first reported a position in DFAC in Q3 2021 and has held it in 20 quarters since. The position peaked at $3.92M in Q1 2024. 283 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Prosperity Planning held 72,692 shares of Dimensional US Core Equity 2 ETF worth $3.22M as of Q2 2026.
  • Prosperity Planning sold 1,699 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $72.7K.
  • Dimensional US Core Equity 2 ETF made up 0.74% of Prosperity Planning's portfolio in Q2 2026, its #31 holding.
  • Prosperity Planning first reported a position in Dimensional US Core Equity 2 ETF in Q3 2021 and has held it in 20 quarters since.
  • Prosperity Planning's Dimensional US Core Equity 2 ETF position peaked at $3.92M in Q1 2024.
  • 283 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Prosperity Planning's 13F filing for Q2 2026, filed 10 Jul 2026.