Ridgeline Wealth Planning’s U.S. Core Equity 2 Portfolio ETF Class Shares 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

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 Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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

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

Ridgeline Wealth Planning held its U.S. Core Equity 2 Portfolio ETF Class Shares (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. 1,222 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

Ridgeline Wealth Planning held 9,232 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $410K as of Q2 2026.
Ridgeline Wealth Planning left its U.S. Core Equity 2 Portfolio ETF Class Shares share count unchanged in Q2 2026.
U.S. Core Equity 2 Portfolio ETF Class Shares made up 0.26% of Ridgeline Wealth Planning's portfolio in Q2 2026, its #34 holding.
Ridgeline Wealth Planning first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q4 2024 and has held it in 7 quarters since.
1,222 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q2 2026.

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