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 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 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

Retirement Planning Group (Kansas)'s DFAC Position: Q1 2026 in Review

Retirement Planning Group (Kansas) reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 1.6% in Q1 2026, selling an estimated $65.3K and leaving 100,696 shares worth $3.91M. The position accounts for 0.12% of the portfolio, ranked #79.

Retirement Planning Group (Kansas) first reported a position in DFAC in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.05M in Q4 2025. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

Retirement Planning Group (Kansas) held 100,696 shares of Dimensional US Core Equity 2 ETF worth $3.91M as of Q1 2026.
Retirement Planning Group (Kansas) sold 1,622 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $65.3K.
Dimensional US Core Equity 2 ETF made up 0.12% of Retirement Planning Group (Kansas)'s portfolio in Q1 2026, its #79 holding.
Retirement Planning Group (Kansas) first reported a position in Dimensional US Core Equity 2 ETF in Q4 2021 and has held it in 18 quarters since.
Retirement Planning Group (Kansas)'s Dimensional US Core Equity 2 ETF position peaked at $4.05M in Q4 2025.
1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q1 2026, filed 4 May 2026.