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Retirement Income Solutions’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Retirement Income Solutions’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 		$366K Hold
9,410
– – 0.06% 110
2025
Q4 		$373K Hold
9,410
– – 0.06% 111
2025
Q3 		$363K Hold
9,410
– – 0.06% 110
2025
Q2 		$337K Sell
9,410
-2,937
-24% -$98K 0.06% 114
2025
Q1 		$407K Hold
12,347
– – 0.09% 86
2024
Q4 		$427K Hold
12,347
– – 0.09% 84
2024
Q3 		$423K Buy
12,347
+445
+4% +$14.7K 0.1% 80
2024
Q2 		$384K Sell
11,902
-3,259
-21% -$103K 0.09% 83
2024
Q1 		$484K Hold
15,161
– – 0.11% 79
2023
Q4 		$443K Hold
15,161
– – 0.11% 81
2023
Q3 		$397K Hold
15,161
– – 0.11% 83
2023
Q2 		$412K Hold
15,161
– – 0.11% 87
2023
Q1 		$386K Hold
15,161
– – 0.11% 86
2022
Q4 		$368K Sell
15,161
-7,333
-33% -$178K 0.12% 85
2022
Q3 		$506K Buy
+22,494
New +$552K 0.18% 58

Other funds holding DFAC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Focus Partners Wealth
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.64B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SC
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

Retirement Income Solutions's DFAC Position: Q1 2026 in Review

Retirement Income Solutions held its Dimensional US Core Equity 2 ETF (DFAC) position steady in Q1 2026 at 9,410 shares worth $366K. The position accounts for 0.06% of the portfolio, ranked #110.

Retirement Income Solutions first reported a position in DFAC in Q3 2022 and has held it in 15 quarters since. The position peaked at $506K in Q3 2022. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

  • Retirement Income Solutions held 9,410 shares of Dimensional US Core Equity 2 ETF worth $366K as of Q1 2026.
  • Retirement Income Solutions left its Dimensional US Core Equity 2 ETF share count unchanged in Q1 2026.
  • Dimensional US Core Equity 2 ETF made up 0.06% of Retirement Income Solutions's portfolio in Q1 2026, its #110 holding.
  • Retirement Income Solutions first reported a position in Dimensional US Core Equity 2 ETF in Q3 2022 and has held it in 15 quarters since.
  • Retirement Income Solutions's Dimensional US Core Equity 2 ETF position peaked at $506K in Q3 2022.
  • 1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Retirement Income Solutions's 13F filing for Q1 2026, filed 4 May 2026.