SFP
DFAC icon

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
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 $67.6B AUM 18.3% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.64B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SC
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

SwitchPoint Financial Planning's DFAC Position: Q1 2026 in Review

SwitchPoint Financial Planning increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 3.5% in Q1 2026, buying an estimated $1.01M and bringing the position to 738,764 shares worth $28.7M. The position accounts for 19.47% of the portfolio, ranked #1.

SwitchPoint Financial Planning first reported a position in DFAC in Q4 2024 and has held it in 6 quarters since. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

  • SwitchPoint Financial Planning held 738,764 shares of Dimensional US Core Equity 2 ETF worth $28.7M as of Q1 2026.
  • SwitchPoint Financial Planning bought 25,119 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $1.01M.
  • Dimensional US Core Equity 2 ETF made up 19.47% of SwitchPoint Financial Planning's portfolio in Q1 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 6 quarters since.
  • 1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on SwitchPoint Financial Planning's 13F filing for Q1 2026, filed 30 Apr 2026.