JCM
DFAC icon

Jacobi Capital Management’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Jacobi Capital 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
2024
Q2 		– Sell
-20,260
Closed -$647K – 519
2024
Q1 		$647K Sell
20,260
-24,790
-55% -$748K 0.06% 267
2023
Q4 		$1.32M Sell
45,050
-7,115
-14% -$193K 0.14% 146
2023
Q3 		$1.37M Buy
52,165
+816
+2% +$22.3K 0.15% 127
2023
Q2 		$1.39M Buy
51,349
+1,768
+4% +$45.6K 0.16% 128
2023
Q1 		$1.26M Buy
49,581
+2,771
+6% +$70.2K 0.15% 142
2022
Q4 		$1.14M Sell
46,810
-28,736
-38% -$699K 0.14% 145
2022
Q3 		$1.68M Buy
75,546
+4,816
+7% +$118K 0.23% 93
2022
Q2 		$1.65M Buy
+70,730
New +$1.79M 0.22% 96
2022
Q1 		– Sell
-35,623
Closed -$1.03M – 421
2021
Q4 		$1.03M Buy
35,623
+3,461
+11% +$97.7K 0.12% 155
2021
Q3 		$855K Buy
+32,162
New +$874K 0.11% 162

Other funds holding DFAC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

Jacobi Capital Management's DFAC Position: Q2 2024 in Review

Jacobi Capital Management sold out of Dimensional US Core Equity 2 ETF (DFAC) in Q2 2024, closing a stake of 20,260 shares — an estimated $647K sold.

Jacobi Capital Management first reported a position in DFAC in Q3 2021 and held it in 10 quarters. The position peaked at $1.68M in Q3 2022. 826 funds tracked by Wall St. Rank hold DFAC as of Q2 2024.

  • Jacobi Capital Management reported no remaining Dimensional US Core Equity 2 ETF position as of Q2 2024 after selling out during the quarter.
  • Jacobi Capital Management sold 20,260 Dimensional US Core Equity 2 ETF shares in Q2 2024, an estimated $647K.
  • Jacobi Capital Management first reported a position in Dimensional US Core Equity 2 ETF in Q3 2021 and held it in 10 quarters.
  • Jacobi Capital Management's Dimensional US Core Equity 2 ETF position peaked at $1.68M in Q3 2022.
  • 826 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2024.

Based on Jacobi Capital Management's 13F filing for Q2 2024, filed 9 Aug 2024.