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Ridgeline Wealth Planning’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Ridgeline Wealth 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 		$410K Hold
9,232
– – 0.26% 34
2026
Q1 		$359K Hold
9,232
– – 0.26% 42
2025
Q4 		$365K Hold
9,232
– – 0.26% 37
2025
Q3 		$356K Hold
9,232
– – 0.27% 34
2025
Q2 		$331K Hold
9,232
– – 0.27% 32
2025
Q1 		$305K Hold
9,232
– – 0.3% 30
2024
Q4 		$319K Buy
+9,232
New +$325K 0.31% 28

Other funds holding DFAC

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 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 22.94% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
SIC
SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return

Ridgeline Wealth Planning's DFAC Position: Q2 2026 in Review

Ridgeline Wealth Planning held its Dimensional US Core Equity 2 ETF (DFAC) position steady in Q2 2026 at 9,232 shares worth $410K. The position accounts for 0.26% of the portfolio, ranked #34.

Ridgeline Wealth Planning first reported a position in DFAC in Q4 2024 and has held it in 7 quarters since. 670 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Ridgeline Wealth Planning held 9,232 shares of Dimensional US Core Equity 2 ETF worth $410K as of Q2 2026.
  • Ridgeline Wealth Planning left its Dimensional US Core Equity 2 ETF share count unchanged in Q2 2026.
  • Dimensional US Core Equity 2 ETF made up 0.26% of Ridgeline Wealth Planning's portfolio in Q2 2026, its #34 holding.
  • Ridgeline Wealth Planning first reported a position in Dimensional US Core Equity 2 ETF in Q4 2024 and has held it in 7 quarters since.
  • 670 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Ridgeline Wealth Planning's 13F filing for Q2 2026, filed 24 Jul 2026.