Carlton Hofferkamp & Jenks Wealth Management’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Carlton Hofferkamp & Jenks Wealth Management’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 Q1	$1.81M	Hold	42,815	–	–	0.6%	34
2025 Q4	$1.7M	Hold	42,815	–	–	0.57%	36
2025 Q3	$1.69M	Hold	42,815	–	–	0.57%	37
2025 Q2	$1.57M	Hold	42,815	–	–	0.57%	39
2025 Q1	$1.32M	Hold	42,815	–	–	0.54%	44
2024 Q4	$1.53M	Hold	42,815	–	–	0.57%	39
2024 Q3	$1.46M	Hold	42,815	–	–	0.56%	42
2024 Q2	$1.41M	Buy	+42,815	New	+$1.35M	0.55%	46

Other funds holding DFAC

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Greenspring Advisors Towson, Maryland $1.64B AUM

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

RWM

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Carlton Hofferkamp & Jenks Wealth Management's DFAC Position: Q1 2026 in Review

Carlton Hofferkamp & Jenks Wealth Management held its Dimensional US Core Equity 2 ETF (DFAC) position steady in Q1 2026 at 42,815 shares worth $1.81M. The position accounts for 0.6% of the portfolio, ranked #34.

Carlton Hofferkamp & Jenks Wealth Management first reported a position in DFAC in Q2 2024 and has held it in 8 quarters since. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

Carlton Hofferkamp & Jenks Wealth Management held 42,815 shares of Dimensional US Core Equity 2 ETF worth $1.81M as of Q1 2026.
Carlton Hofferkamp & Jenks Wealth Management left its Dimensional US Core Equity 2 ETF share count unchanged in Q1 2026.
Dimensional US Core Equity 2 ETF made up 0.6% of Carlton Hofferkamp & Jenks Wealth Management's portfolio in Q1 2026, its #34 holding.
Carlton Hofferkamp & Jenks Wealth Management first reported a position in Dimensional US Core Equity 2 ETF in Q2 2024 and has held it in 8 quarters since.
1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Carlton Hofferkamp & Jenks Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.