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Jackson Thornton Wealth Management’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Jackson Thornton Wealth Management’s Portfolio DFAU Stock Details DFAU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$15.3M Sell
295,145
-3,872
-1% -$194K 1.21% 14
2026
Q1 		$14.1M Sell
299,017
-2,571
-0.9% -$121K 1.27% 14
2025
Q4 		$14.4M Sell
301,588
-4,359
-1% -$202K 1.36% 14
2025
Q3 		$14.1M Buy
305,947
+1,203
+0.4% +$53K 1.43% 14
2025
Q2 		$13M Buy
304,744
+2,596
+0.9% +$102K 1.49% 14
2025
Q1 		$10.9M Buy
302,148
+67,221
+29% +$2.73M 1.45% 14
2024
Q4 		$9.51M Buy
234,927
+9,570
+4% +$391K 1.2% 14
2024
Q3 		$8.94M Sell
225,357
-1,358
-0.6% -$51.9K 1.18% 15
2024
Q2 		$8.5M Sell
226,715
-5,349
-2% -$194K 1.3% 13
2024
Q1 		$8.48M Sell
232,064
-2,245
-1% -$77.7K 1.44% 11
2023
Q4 		$7.79M Buy
234,309
+138,757
+145% +$4.31M 1.43% 11
2023
Q3 		$2.86M Buy
95,552
+1,678
+2% +$52.2K 0.59% 15
2023
Q2 		$2.91M Buy
93,874
+1,186
+1% +$34.8K 0.59% 15
2023
Q1 		$2.67M Buy
92,688
+14,906
+19% +$421K 0.6% 13
2022
Q4 		$2.1M Buy
77,782
+24,231
+45% +$659K 0.5% 11
2022
Q3 		$1.35M Buy
+53,551
New +$1.49M 0.37% 12

Other funds holding DFAU

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
AWA
Aquire Wealth Advisors South Jordan, Utah $436M AUM 20.64% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
MJFG
Mars Jewett Financial Group Bellevue, Washington $494M AUM

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

Jackson Thornton Wealth Management reduced its Dimensional US Core Equity Market ETF (DFAU) stake by 1.3% in Q2 2026, selling an estimated $194K and leaving 295,145 shares worth $15.3M. The position accounts for 1.21% of the portfolio, ranked #14.

Jackson Thornton Wealth Management first reported a position in DFAU in Q3 2022 and has held it in 16 quarters since. 600 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

  • Jackson Thornton Wealth Management held 295,145 shares of Dimensional US Core Equity Market ETF worth $15.3M as of Q2 2026.
  • Jackson Thornton Wealth Management sold 3,872 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $194K.
  • Dimensional US Core Equity Market ETF made up 1.21% of Jackson Thornton Wealth Management's portfolio in Q2 2026, its #14 holding.
  • Jackson Thornton Wealth Management first reported a position in Dimensional US Core Equity Market ETF in Q3 2022 and has held it in 16 quarters since.
  • 600 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

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