JTWM
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Jackson Thornton Wealth Management’s Dimensional US Core Equity 2 ETF 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
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

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

Jackson Thornton Wealth Management increased its Dimensional US Core Equity 2 ETF (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. 1,218 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Jackson Thornton Wealth Management held 4,929,596 shares of Dimensional US Core Equity 2 ETF worth $219M as of Q2 2026.
  • Jackson Thornton Wealth Management bought 26,682 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $1.14M.
  • Dimensional US Core Equity 2 ETF 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 Dimensional US Core Equity 2 ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,218 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

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