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
Q2 		$1.6M Buy
36,004
+106
+0.3% +$4.54K 0.03% 582
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

AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
BEW
Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return
MSWM
McGlone Suttner Wealth Management Appleton, Wisconsin $852M AUM 22.53% 1-Year Est. Return
OFA
Onyx Financial Advisors Idaho Falls, Idaho $278M AUM 19.67% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

J.W. Cole Advisors's DFAC Position: Q2 2026 in Review

J.W. Cole Advisors increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 0.3% in Q2 2026, buying an estimated $4.54K and bringing the position to 36,004 shares worth $1.6M. The position accounts for 0.03% of the portfolio, ranked #582.

J.W. Cole Advisors first reported a position in DFAC in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.46M in Q3 2025. 304 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • J.W. Cole Advisors held 36,004 shares of Dimensional US Core Equity 2 ETF worth $1.6M as of Q2 2026.
  • J.W. Cole Advisors bought 106 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $4.54K.
  • Dimensional US Core Equity 2 ETF made up 0.03% of J.W. Cole Advisors's portfolio in Q2 2026, its #582 holding.
  • J.W. Cole Advisors first reported a position in Dimensional US Core Equity 2 ETF in Q4 2023 and has held it in 11 quarters since.
  • J.W. Cole Advisors's Dimensional US Core Equity 2 ETF position peaked at $2.46M in Q3 2025.
  • 304 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.