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

Vested 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 		$42.8M Sell
965,539
-15,373
-2% -$658K 28.77% 1
2026
Q1 		$38.1M Sell
980,912
-1,474
-0.2% -$59.4K 29.04% 1
2025
Q4 		$38.9M Buy
982,386
+6,438
+0.7% +$251K 29.95% 1
2025
Q3 		$37.6M Buy
975,948
+18,393
+2% +$686K 30.53% 1
2025
Q2 		$34.3M Sell
957,555
-83,078
-8% -$2.77M 30.53% 1
2025
Q1 		$34.3M Sell
1,040,633
-59,353
-5% -$2.06M 34.31% 1
2024
Q4 		$38M Buy
+1,099,986
New +$38.7M 36.04% 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

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

Vested Financial Planning reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 1.6% in Q2 2026, selling an estimated $658K and leaving 965,539 shares worth $42.8M. The position accounts for 28.77% of the portfolio, ranked #1.

Vested Financial Planning first reported a position in DFAC in Q4 2024 and has held it in 7 quarters since. 1,219 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Vested Financial Planning held 965,539 shares of Dimensional US Core Equity 2 ETF worth $42.8M as of Q2 2026.
  • Vested Financial Planning sold 15,373 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $658K.
  • Dimensional US Core Equity 2 ETF made up 28.77% of Vested Financial Planning's portfolio in Q2 2026, its #1 holding.
  • Vested Financial Planning first reported a position in Dimensional US Core Equity 2 ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,219 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Vested Financial Planning's 13F filing for Q2 2026, filed 5 Aug 2026.