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Retirement Planning Group (Kansas)’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Retirement Planning Group (Kansas)’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 		$4.47M Buy
100,702
+6
+0% +$257 0.11% 88
2026
Q1 		$3.91M Sell
100,696
-1,622
-2% -$65.3K 0.12% 79
2025
Q4 		$4.05M Buy
102,318
+9
+0% +$351 0.13% 74
2025
Q3 		$3.95M Buy
102,309
+3,998
+4% +$149K 0.14% 69
2025
Q2 		$3.52M Sell
98,311
-864
-0.9% -$28.8K 0.15% 54
2025
Q1 		$3.27M Sell
99,175
-1,466
-1% -$50.9K 0.15% 54
2024
Q4 		$3.48M Buy
100,641
+21
+0% +$740 0.18% 49
2024
Q3 		$3.45M Buy
100,620
+7,170
+8% +$237K 0.19% 58
2024
Q2 		$3.01M Sell
93,450
-3,521
-4% -$111K 0.19% 52
2024
Q1 		$3.1M Sell
96,971
-2,397
-2% -$72.4K 0.24% 46
2023
Q4 		$2.9M Sell
99,368
-3,894
-4% -$105K 0.26% 36
2023
Q3 		$2.71M Hold
103,262
– – 0.29% 33
2023
Q2 		$2.8M Hold
103,262
– – 0.28% 32
2023
Q1 		$2.63M Hold
103,262
– – 0.28% 34
2022
Q4 		$2.51M Sell
103,262
-5,997
-5% -$146K 0.29% 34
2022
Q3 		$2.43M Hold
109,259
– – 0.31% 29
2022
Q2 		$2.55M Hold
109,259
– – 0.31% 26
2022
Q1 		$3.01M Hold
109,259
– – 0.33% 25
2021
Q4 		$3.17M Buy
+109,259
New +$3.08M 0.31% 23

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

Retirement Planning Group (Kansas)'s DFAC Position: Q2 2026 in Review

Retirement Planning Group (Kansas) increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 0.01% in Q2 2026, buying an estimated $257 and bringing the position to 100,702 shares worth $4.47M. The position accounts for 0.11% of the portfolio, ranked #88.

Retirement Planning Group (Kansas) first reported a position in DFAC in Q4 2021 and has held it in 19 quarters since. 1,218 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Retirement Planning Group (Kansas) held 100,702 shares of Dimensional US Core Equity 2 ETF worth $4.47M as of Q2 2026.
  • Retirement Planning Group (Kansas) bought 6 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $257.
  • Dimensional US Core Equity 2 ETF made up 0.11% of Retirement Planning Group (Kansas)'s portfolio in Q2 2026, its #88 holding.
  • Retirement Planning Group (Kansas) first reported a position in Dimensional US Core Equity 2 ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,218 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q2 2026, filed 5 Aug 2026.