JWCA
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J.W. Cole Advisors’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

J.W. Cole Advisors’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 		$1.39M Sell
35,898
-16,978
-32% -$684K 0.05% 308
2025
Q4 		$1.15M Sell
52,876
-10,837
-17% -$423K 0.03% 591
2025
Q3 		$2.46M Sell
63,713
-4,744
-7% -$177K 0.05% 382
2025
Q2 		$2.45M Buy
68,457
+40,258
+143% +$1.34M 0.05% 347
2025
Q1 		$930K Sell
28,199
-13,255
-32% -$460K 0.03% 563
2024
Q4 		$1.43M Buy
41,454
+1,311
+3% +$46.2K 0.06% 326
2024
Q3 		$1.38M Sell
40,143
-3,071
-7% -$101K 0.06% 321
2024
Q2 		$1.39M Sell
43,214
-454
-1% -$14.3K 0.07% 285
2024
Q1 		$1.39M Buy
43,668
+4,603
+12% +$139K 0.07% 272
2023
Q4 		$1.14M Buy
+39,065
New +$1.06M 0.07% 287

Other funds holding DFAC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Focus Partners Wealth
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.64B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SC
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

J.W. Cole Advisors's DFAC Position: Q1 2026 in Review

J.W. Cole Advisors reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 32% in Q1 2026, selling an estimated $684K and leaving 35,898 shares worth $1.39M. The position accounts for 0.05% of the portfolio, ranked #308.

J.W. Cole Advisors first reported a position in DFAC in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.46M in Q3 2025. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

  • J.W. Cole Advisors held 35,898 shares of Dimensional US Core Equity 2 ETF worth $1.39M as of Q1 2026.
  • J.W. Cole Advisors sold 16,978 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $684K.
  • Dimensional US Core Equity 2 ETF made up 0.05% of J.W. Cole Advisors's portfolio in Q1 2026, its #308 holding.
  • J.W. Cole Advisors first reported a position in Dimensional US Core Equity 2 ETF in Q4 2023 and has held it in 10 quarters since.
  • J.W. Cole Advisors's Dimensional US Core Equity 2 ETF position peaked at $2.46M in Q3 2025.
  • 1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on J.W. Cole Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.