RCS Financial Planning, LLC ETF holdings
Annapolis, MD
Reported $201.1M in 97 ETFs in its Form 13F for June 30, 2026.
ETF value
$201.1M
ETFs held
97
Change from prior quarter
+8.5%
With price moves
ETFs as a share of its 13F
95.2%
of $211.2M
Top 10 of 97 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| DFAC | Dimensional U.S. Core Equity 2 ETF | $31.0M | 698,638 | +15,641 shares |
| DFCF | Dimensional Core Fixed Income ETF | $17.5M | 413,979 | +1,751 shares |
| FBND | Fidelity Total Bond ETF | $17.0M | 371,465 | +3,370 shares |
| DFSV | Dimensional US Small Cap Value ETF | $11.7M | 301,701 | +5,609 shares |
| DFIC | Dimensional International Core Equity 2 ETF | $11.4M | 306,958 | +3,108 shares |
| DUHP | Dimensional US High Profitability ETF | $11.1M | 266,126 | +7,386 shares |
| DFSD | Dimensional Short-Duration Fixed Income ETF | $7.7M | 160,545 | −1,970 shares |
| DFEM | Dimensional Emerging Markets Core Equity 2 ETF | $6.3M | 155,509 | −6,484 shares |
| FLDR | Fidelity Low Duration Bond Factor ETF | $6.3M | 125,130 | +2,225 shares |
| VTEB | Vanguard Tax-Exempt Bond ETF | $4.8M | 94,979 | +939 shares |
87 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001963347. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does RCS Financial Planning, LLC own?
RCS Financial Planning, LLC reported 97 ETF positions worth $201.1M in its Form 13F for June 30, 2026. The largest was DFAC, at $31.0M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.