JDH Wealth Management’s U.S. Core Equity 2 Portfolio ETF Class Shares 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 Q3	$22.2M	Buy	499,835 +21,013	+4%	+$946K	13.43%	1
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

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

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

Rockwood Wealth Management New Hope, Pennsylvania $1.67B AUM 11.93% 1-Year Est. Return

SJS Investment Consulting Sylvania, Ohio $993M AUM 16.29% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 12.39% 1-Year Est. Return

AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

DecisionPoint Financial Mesa, Arizona $574M AUM 9.84% 1-Year Est. Return

Austin Asset Management Austin, Texas $747M AUM 16.97% 1-Year Est. Return

JDH Wealth Management's DFAC Position: Q3 2026 in Review

JDH Wealth Management increased its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 4.4% in Q3 2026, buying an estimated $946K and bringing the position to 499,835 shares worth $22.2M. The position accounts for 13.43% of the portfolio, ranked #1.

JDH Wealth Management first reported a position in DFAC in Q4 2024 and has held it in 8 quarters since. 529 funds tracked by Wall St. Rank hold DFAC as of Q3 2026.

JDH Wealth Management held 499,835 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $22.2M as of Q3 2026.
JDH Wealth Management bought 21,013 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q3 2026, an estimated $946K.
U.S. Core Equity 2 Portfolio ETF Class Shares made up 13.43% of JDH Wealth Management's portfolio in Q3 2026, its #1 holding.
JDH Wealth Management first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q4 2024 and has held it in 8 quarters since.
529 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q3 2026.

Based on JDH Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.