PSI
DFAC icon

Planning Strategies Inc.’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Planning Strategies Inc.’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 		$57K Buy
+1,285
New +$55K 0.04% 146

Other funds holding DFAC

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
SIC
SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
BEW
Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return

Planning Strategies Inc.'s DFAC Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Dimensional US Core Equity 2 ETF (DFAC) in Q2 2026: 1,285 shares worth $57K. The stake represents 0.04% of the portfolio and ranks #146 among its holdings.

532 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Planning Strategies Inc. held 1,285 shares of Dimensional US Core Equity 2 ETF worth $57K as of Q2 2026.
  • Dimensional US Core Equity 2 ETF was a new Planning Strategies Inc. position in Q2 2026.
  • Dimensional US Core Equity 2 ETF made up 0.04% of Planning Strategies Inc.'s portfolio in Q2 2026, its #146 holding.
  • 532 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.