JWM
DFAC icon

JDH Wealth Management’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

JDH 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 		$21.2M Sell
478,822
-6,207
-1% -$266K 12.93% 1
2026
Q1 		$18.8M Sell
485,029
-11,715
-2% -$472K 12.71% 1
2025
Q4 		$19.7M Buy
496,744
+146
+0% +$5.7K 13.48% 1
2025
Q3 		$19.2M Buy
496,598
+368
+0.1% +$13.7K 13.6% 1
2025
Q2 		$17.8M Sell
496,230
-40,838
-8% -$1.36M 13.62% 1
2025
Q1 		$17.7M Sell
537,068
-9,999
-2% -$347K 15.2% 1
2024
Q4 		$18.9M Buy
+547,067
New +$19.3M 16.59% 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

JDH Wealth Management's DFAC Position: Q2 2026 in Review

JDH Wealth Management reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 1.3% in Q2 2026, selling an estimated $266K and leaving 478,822 shares worth $21.2M. The position accounts for 12.93% of the portfolio, ranked #1.

JDH Wealth Management first reported a position in DFAC in Q4 2024 and has held it in 7 quarters since. 1,219 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • JDH Wealth Management held 478,822 shares of Dimensional US Core Equity 2 ETF worth $21.2M as of Q2 2026.
  • JDH Wealth Management sold 6,207 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $266K.
  • Dimensional US Core Equity 2 ETF made up 12.93% of JDH Wealth Management's portfolio in Q2 2026, its #1 holding.
  • JDH Wealth Management first reported a position in Dimensional US Core Equity 2 ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,219 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on JDH Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.