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Broadhurst Jeffrey B’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Broadhurst Jeffrey B’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 		$10.2M Sell
230,443
-26,383
-10% -$1.13M 21.75% 2
2026
Q1 		$9.98M Sell
256,826
-11,190
-4% -$451K 10.23% 2
2025
Q4 		$10.6M Buy
+268,016
New +$10.5M 11.02% 2

Other funds holding DFAC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.8B AUM 22.29% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Broadhurst Jeffrey B's DFAC Position: Q2 2026 in Review

Broadhurst Jeffrey B reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 10% in Q2 2026, selling an estimated $1.13M and leaving 230,443 shares worth $10.2M. The position accounts for 21.75% of the portfolio, ranked #2.

Broadhurst Jeffrey B first reported a position in DFAC in Q4 2025 and has held it in 3 quarters since. The position peaked at $10.6M in Q4 2025. 1,210 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Broadhurst Jeffrey B held 230,443 shares of Dimensional US Core Equity 2 ETF worth $10.2M as of Q2 2026.
  • Broadhurst Jeffrey B sold 26,383 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $1.13M.
  • Dimensional US Core Equity 2 ETF made up 21.75% of Broadhurst Jeffrey B's portfolio in Q2 2026, its #2 holding.
  • Broadhurst Jeffrey B first reported a position in Dimensional US Core Equity 2 ETF in Q4 2025 and has held it in 3 quarters since.
  • Broadhurst Jeffrey B's Dimensional US Core Equity 2 ETF position peaked at $10.6M in Q4 2025.
  • 1,210 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Broadhurst Jeffrey B's 13F filing for Q2 2026, filed 12 Aug 2026.