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RCS Financial Planning’s Dimensional US Core Equity 2 ETF 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
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

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

RCS Financial Planning's DFAC Position: Q2 2026 in Review

RCS Financial Planning increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 2.3% in Q2 2026, buying an estimated $669K and bringing the position to 698,638 shares worth $31M. The position accounts for 14.67% of the portfolio, ranked #1.

RCS Financial Planning first reported a position in DFAC in Q4 2022 and has held it in 15 quarters since. 1,218 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • RCS Financial Planning held 698,638 shares of Dimensional US Core Equity 2 ETF worth $31M as of Q2 2026.
  • RCS Financial Planning bought 15,641 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $669K.
  • Dimensional US Core Equity 2 ETF made up 14.67% of RCS Financial Planning's portfolio in Q2 2026, its #1 holding.
  • RCS Financial Planning first reported a position in Dimensional US Core Equity 2 ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,218 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on RCS Financial Planning's 13F filing for Q2 2026, filed 22 Jul 2026.