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RCS Financial Planning’s U.S. Core Equity 2 Portfolio ETF Class Shares DFAC Stock Holding History

RCS Financial 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
Q3 		$36.5M Buy
820,914
+122,276
+18% +$5.5M 19.75% 1
2026
Q2 		$31M Buy
698,638
+15,641
+2% +$669K 14.67% 1
2026
Q1 		$26.5M Sell
682,997
-23,413
-3% -$943K 13.77% 1
2025
Q4 		$28M Sell
706,410
-37,203
-5% -$1.45M 12.05% 1
2025
Q3 		$28.7M Sell
743,613
-28,773
-4% -$1.07M 12.7% 1
2025
Q2 		$27.7M Buy
772,386
+66,463
+9% +$2.22M 13.77% 1
2025
Q1 		$23.3M Sell
705,923
-8,857
-1% -$307K 12.29% 1
2024
Q4 		$24.7M Buy
714,780
+40,570
+6% +$1.43M 13.16% 1
2024
Q3 		$23.1M Buy
674,210
+18,537
+3% +$612K 12.84% 2
2024
Q2 		$21.1M Buy
655,673
+131,049
+25% +$4.13M 12.46% 2
2024
Q1 		$16.8M Sell
524,624
-114,552
-18% -$3.46M 10.32% 2
2023
Q4 		$18.7M Sell
639,176
-31,914
-5% -$864K 12.22% 2
2023
Q3 		$17.6M Buy
671,090
+27,888
+4% +$761K 13.43% 2
2023
Q2 		$17.5M Sell
643,202
-4,034
-0.6% -$104K 14.41% 1
2023
Q1 		$16.5M Buy
647,236
+37,457
+6% +$949K 14.63% 1
2022
Q4 		$14.8M Buy
+609,779
New +$14.8M 14.38% 2

Other funds holding DFAC

Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
AWM Capital
AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return
McGlone Suttner Wealth Management
McGlone Suttner Wealth Management Appleton, Wisconsin $861M AUM 14.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
BWA
BCU Wealth Advisors Vernon Hills, Illinois $309M AUM 12.7% 1-Year Est. Return
Conrad Siegel Investment Advisors
Conrad Siegel Investment Advisors Harrisburg, Pennsylvania $618M AUM 13.45% 1-Year Est. Return
B
BetterWealth San Jose, California $591M AUM 14.77% 1-Year Est. Return
Discipline Wealth Solutions
Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return
ATI
ARK & TLK Investments Oklahoma City, Oklahoma $416M AUM 15.31% 1-Year Est. Return

RCS Financial Planning's DFAC Position: Q3 2026 in Review

RCS Financial Planning increased its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 18% in Q3 2026, buying an estimated $5.5M and bringing the position to 820,914 shares worth $36.5M. The position accounts for 19.75% of the portfolio, ranked #1.

RCS Financial Planning first reported a position in DFAC in Q4 2022 and has held it in 16 quarters since. 259 funds tracked by Wall St. Rank hold DFAC as of Q3 2026.

  • RCS Financial Planning held 820,914 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $36.5M as of Q3 2026.
  • RCS Financial Planning bought 122,276 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q3 2026, an estimated $5.5M.
  • U.S. Core Equity 2 Portfolio ETF Class Shares made up 19.75% of RCS Financial Planning's portfolio in Q3 2026, its #1 holding.
  • RCS Financial Planning first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q4 2022 and has held it in 16 quarters since.
  • 259 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q3 2026.

Based on RCS Financial Planning's 13F filing for Q3 2026, filed 14 Oct 2026.