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SwitchPoint Financial Planning’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

SwitchPoint Financial 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 		$36.1M Buy
814,210
+75,446
+10% +$3.23M 20.85% 1
2026
Q1 		$28.7M Buy
738,764
+25,119
+4% +$1.01M 19.47% 1
2025
Q4 		$28.3M Buy
713,645
+10,626
+2% +$415K 19.79% 1
2025
Q3 		$27.1M Buy
703,019
+42,578
+6% +$1.59M 19.64% 1
2025
Q2 		$23.7M Sell
660,441
-18,186
-3% -$607K 19.4% 1
2025
Q1 		$22.4M Sell
678,627
-19,849
-3% -$689K 21.24% 1
2024
Q4 		$24.2M Buy
+698,476
New +$24.6M 23.13% 1

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

SwitchPoint Financial Planning's DFAC Position: Q2 2026 in Review

SwitchPoint Financial Planning increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 10% in Q2 2026, buying an estimated $3.23M and bringing the position to 814,210 shares worth $36.1M. The position accounts for 20.85% of the portfolio, ranked #1.

SwitchPoint Financial Planning first reported a position in DFAC in Q4 2024 and has held it in 7 quarters since. 1,218 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • SwitchPoint Financial Planning held 814,210 shares of Dimensional US Core Equity 2 ETF worth $36.1M as of Q2 2026.
  • SwitchPoint Financial Planning bought 75,446 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $3.23M.
  • Dimensional US Core Equity 2 ETF made up 20.85% of SwitchPoint Financial Planning's portfolio in Q2 2026, its #1 holding.
  • SwitchPoint Financial Planning first reported a position in Dimensional US Core Equity 2 ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,218 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on SwitchPoint Financial Planning's 13F filing for Q2 2026, filed 17 Aug 2026.