Jackson Thornton Wealth Management’s U.S. Core Equity 2 Portfolio ETF Class Shares DFAC Stock Holding History

Jackson Thornton 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 Q2	$219M	Buy	4,929,596 +26,682	+0.5%	+$1.14M	17.29%	1
2026 Q1	$199M	Buy	4,902,914 +58,890	+1%	+$2.37M	17.87%	1
2025 Q4	$196M	Buy	4,844,024 +8,466	+0.2%	+$330K	18.54%	1
2025 Q3	$188M	Sell	4,835,558 -106,625	-2%	-$3.98M	19.06%	1
2025 Q2	$179M	Sell	4,942,183 -22,864	-0.5%	-$763K	20.52%	1
2025 Q1	$153M	Sell	4,965,047 -55,117	-1%	-$1.91M	20.34%	1
2024 Q4	$174M	Buy	5,020,164 +143,046	+3%	+$5.04M	21.95%	1
2024 Q3	$167M	Buy	4,877,118 +177,938	+4%	+$5.88M	22.11%	1
2024 Q2	$152M	Buy	4,699,180 +250,379	+6%	+$7.9M	23.19%	1
2024 Q1	$142M	Buy	4,448,801 +54,608	+1%	+$1.65M	24.1%	1
2023 Q4	$128M	Sell	4,394,193 -164,788	-4%	-$4.46M	23.61%	2
2023 Q3	$119M	Sell	4,558,981 -116,828	-2%	-$3.19M	24.75%	1
2023 Q2	$127M	Buy	4,675,809 +104,038	+2%	+$2.68M	25.53%	1
2023 Q1	$116M	Buy	4,571,771 +32,731	+0.7%	+$829K	26.32%	1
2022 Q4	$110M	Buy	4,539,040 +154,398	+4%	+$3.76M	26.33%	1
2022 Q3	$97.5M	Buy	4,384,642 +83,109	+2%	+$2.04M	26.54%	2
2022 Q2	$100M	Sell	4,301,533 -32,705	-0.8%	-$828K	28.42%	1
2022 Q1	$120M	Buy	4,334,238 +65,166	+2%	+$1.78M	30.71%	2
2021 Q4	$124M	Buy	+4,269,072	New	+$120M	35.42%	1

Other funds holding DFAC

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Greenspring Advisors Towson, Maryland $1.8B AUM 22.29% 1-Year Est. Return

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

Jackson Thornton Wealth Management's DFAC Position: Q2 2026 in Review

Jackson Thornton Wealth Management increased its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 0.54% in Q2 2026, buying an estimated $1.14M and bringing the position to 4,929,596 shares worth $219M. The position accounts for 17.29% of the portfolio, ranked #1.

Jackson Thornton Wealth Management first reported a position in DFAC in Q4 2021 and has held it in 19 quarters since. 1,224 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

Jackson Thornton Wealth Management held 4,929,596 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $219M as of Q2 2026.
Jackson Thornton Wealth Management bought 26,682 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q2 2026, an estimated $1.14M.
U.S. Core Equity 2 Portfolio ETF Class Shares made up 17.29% of Jackson Thornton Wealth Management's portfolio in Q2 2026, its #1 holding.
Jackson Thornton Wealth Management first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q4 2021 and has held it in 19 quarters since.
1,224 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q2 2026.

Based on Jackson Thornton Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.