§ 13F · FUND PROFILE
RCS Financial Planning, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $201.1T (13F)Positions · 83Turnover · — · Q4Filed · Jan 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1.2T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | 706K | $28.0T | 12.1% | −5% |
| 2 | DFCF | DIMENSIONAL ETF TRUST | 403K | $17.2T | 7.4% | ±0% |
| 3 | FBND | FIDELITY MERRIMACK STR TR | 354K | $16.4T | 7.1% | −1% |
| 4 | DFIC | DIMENSIONAL ETF TRUST | 311K | $10.7T | 4.6% | −5% |
| 5 | DUHP | DIMENSIONAL ETF TRUST | 267K | $10.1T | 4.4% | ±0% |
| 6 | DFSV | DIMENSIONAL ETF TRUST | 293K | $9.6T | 4.2% | −5% |
| 7 | IVV | ISHARES TR | 12K | $8.3T | 3.6% | ±0% |
| 8 | DFSD | DIMENSIONAL ETF TRUST | 159K | $7.6T | 3.3% | +2% |
| 9 | FLDR | FIDELITY MERRIMACK STR TR | 121K | $6.1T | 2.6% | +8% |
| 10 | IUSB | ISHARES TR | 124K | $5.8T | 2.5% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE RCS SIGNAL
AC read
RCS Financial Planning, LLC is a Other fund managing $201078.4 trillion in assets. The fund runs a portfolio of 83 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed