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

Jessup 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
Q1 		– Sell
-2,289
Closed -$90.6K – 155
2025
Q4 		$90.6K Sell
2,289
-6,954
-75% -$271K 0.03% 114
2025
Q3 		$357K Hold
9,243
– – 0.13% 59
2025
Q2 		$331K Hold
9,243
– – 0.13% 59
2025
Q1 		$305K Buy
+9,243
New +$321K 0.13% 61

Other funds holding DFAC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.64B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Jessup Wealth Management's DFAC Position: Q1 2026 in Review

Jessup Wealth Management sold out of Dimensional US Core Equity 2 ETF (DFAC) in Q1 2026, closing a stake of 2,289 shares — an estimated $90.6K sold.

Jessup Wealth Management first reported a position in DFAC in Q1 2025 and held it in 4 quarters. The position peaked at $357K in Q3 2025. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

  • Jessup Wealth Management reported no remaining Dimensional US Core Equity 2 ETF position as of Q1 2026 after selling out during the quarter.
  • Jessup Wealth Management sold 2,289 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $90.6K.
  • Jessup Wealth Management first reported a position in Dimensional US Core Equity 2 ETF in Q1 2025 and held it in 4 quarters.
  • Jessup Wealth Management's Dimensional US Core Equity 2 ETF position peaked at $357K in Q3 2025.
  • 1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Jessup Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.