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 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 Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Greenspring Advisors Towson, Maryland $1.64B AUM

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 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: Q1 2026 in Review

RCS Financial Planning reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 3.3% in Q1 2026, selling an estimated $943K and leaving 682,997 shares worth $26.5M. The position accounts for 13.77% of the portfolio, ranked #1.

RCS Financial Planning first reported a position in DFAC in Q4 2022 and has held it in 14 quarters since. The position peaked at $28.7M in Q3 2025. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

RCS Financial Planning held 682,997 shares of Dimensional US Core Equity 2 ETF worth $26.5M as of Q1 2026.
RCS Financial Planning sold 23,413 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $943K.
Dimensional US Core Equity 2 ETF made up 13.77% of RCS Financial Planning's portfolio in Q1 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 14 quarters since.
RCS Financial Planning's Dimensional US Core Equity 2 ETF position peaked at $28.7M in Q3 2025.
1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on RCS Financial Planning's 13F filing for Q1 2026, filed 21 Apr 2026.