Approach Retirement Advisors Increases Holdings in Dimensional Funds and American Century ETFs During Q2 2026
Approach Retirement Advisors LLC boosted its portfolio positions during the second quarter of 2026, increasing allocations in several Dimensional Fund Trust holdings while adjusting others.
As reported by InsiderSet on Approach Retirement Advisors, the investment advisor's portfolio saw notable changes during Q2 2026, with a total value of $136.8 million as of June 30th. The firm demonstrated active management by increasing positions in several Dimensional Fund Trust ETFs and adjusting holdings across other asset classes.
Prominent Purchases: Approach Retirement Advisors significantly increased its stake in the Dimensional Fund during Q2. This was evident through substantial share growth in DFAC, which represents the Dimensional ETF Trust, and moderate increases in DFSD (up 10.92%) and DFAC (up 2.06%). The Dimensional ETF Trust holdings, including DFAC, DFAI, DFIC, DFSD, and others like AVDE and AVIG, appear to be a core focus for the firm.
The investor also showed strong interest in American Century ETFs by increasing positions in AVUS (now updated as AVIG) and decreasing its position in AVDE. Additionally, the firm maintained or slightly increased holdings of AFLAC Inc (AFL).
New Positions and Significant Buys: Approach Retirement Advisors established new positions in several Vanguard ETFs during the quarter, including VUSB, which saw a nearly 19% increase. The firm also initiated significant purchases of smaller Dimensional ETF Trust holdings like DFAW and DFAI (which was already held but increased slightly). Furthermore, the investor notably added positions to SGOV (up 100%), VUG, and VO.
Holdings Changes: Beyond the new positions, Approach Retirement Advisors made adjustments to existing holdings. For instance, they increased their position in STIP (ISHARES) by 28.47%. Conversely, they decreased their stake in AVDE (American Century ETF Trust) during the quarter.
In summary, Approach Retirement Advisors focused on growing its exposure to Dimensional Fund products and American Century ETFs like AVIG throughout Q2 2026. The firm also strategically added new positions across various Vanguard funds (VUSB, VUG, etc.) and smaller Dimensional ETFs, while reducing its position in AVDE.