Vertex Planning Partners’s U.S. Core Equity 2 Portfolio ETF Class Shares DFAC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$275K Hold
6,205
– – 0.04% 132
2026
Q1
$241K Buy
6,205
+1,090
+21% +$43.9K 0.05% 119
2025
Q4
$203K Buy
+5,115
New +$200K 0.05% 128

Other funds holding DFAC

Vertex Planning Partners's DFAC Position: Q2 2026 in Review

Vertex Planning Partners held its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) position steady in Q2 2026 at 6,205 shares worth $275K. The position accounts for 0.04% of the portfolio, ranked #132.

Vertex Planning Partners first reported a position in DFAC in Q4 2025 and has held it in 3 quarters since. 1,222 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Vertex Planning Partners held 6,205 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $275K as of Q2 2026.
  • Vertex Planning Partners 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 0.04% of Vertex Planning Partners's portfolio in Q2 2026, its #132 holding.
  • Vertex Planning Partners first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q4 2025 and has held it in 3 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 Vertex Planning Partners's 13F filing for Q2 2026, filed 14 Aug 2026.