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XY Planning Network’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

XY Planning Network’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 		$43.3M Buy
975,919
+25,757
+3% +$1.1M 5.43% 1
2026
Q1 		$37.2M Buy
950,162
+32,455
+4% +$1.31M 5.94% 1
2025
Q4 		$36.3M Buy
917,707
+461,029
+101% +$18M 6.33% 2
2025
Q3 		$16.4M Hold
456,678
– – 5.57% 2
2025
Q2 		$16.4M Buy
456,678
+62,822
+16% +$2.1M 5.57% 2
2025
Q1 		$13M Buy
393,856
+125,225
+47% +$4.35M 8.67% 1
2024
Q4 		$9.29M Buy
+268,631
New +$9.46M 6.98% 1

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

XY Planning Network's DFAC Position: Q2 2026 in Review

XY Planning Network increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 2.7% in Q2 2026, buying an estimated $1.1M and bringing the position to 975,919 shares worth $43.3M. The position accounts for 5.43% of the portfolio, ranked #1.

XY Planning Network first reported a position in DFAC in Q4 2024 and has held it in 7 quarters since. 444 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • XY Planning Network held 975,919 shares of Dimensional US Core Equity 2 ETF worth $43.3M as of Q2 2026.
  • XY Planning Network bought 25,757 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $1.1M.
  • Dimensional US Core Equity 2 ETF made up 5.43% of XY Planning Network's portfolio in Q2 2026, its #1 holding.
  • XY Planning Network first reported a position in Dimensional US Core Equity 2 ETF in Q4 2024 and has held it in 7 quarters since.
  • 444 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.