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JFS Wealth Advisors’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

JFS Wealth Advisors’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 		$200M Buy
4,515,601
+469,207
+12% +$20.1M 9.99% 1
2026
Q1 		$157M Buy
4,046,394
+320,259
+9% +$12.9M 8.8% 1
2025
Q4 		$148M Buy
3,726,135
+274,729
+8% +$10.7M 8.31% 1
2025
Q3 		$133M Buy
3,451,406
+62,133
+2% +$2.32M 7.79% 1
2025
Q2 		$121M Buy
3,389,273
+99,260
+3% +$3.31M 7.73% 1
2025
Q1 		$109M Buy
3,290,013
+121,742
+4% +$4.23M 7.35% 1
2024
Q4 		$110M Buy
3,168,271
+113,084
+4% +$3.98M 7.49% 1
2024
Q3 		$105M Buy
3,055,187
+52,205
+2% +$1.72M 7.01% 1
2024
Q2 		$96.8M Buy
3,002,982
+77,902
+3% +$2.46M 7.64% 1
2024
Q1 		$93.5M Buy
2,925,080
+24,181
+0.8% +$730K 7.42% 2
2023
Q4 		$84.8M Buy
2,900,899
+179,546
+7% +$4.86M 7.21% 2
2023
Q3 		$71.3M Sell
2,721,353
-39,876
-1% -$1.09M 6.73% 2
2023
Q2 		$75M Buy
2,761,229
+108,582
+4% +$2.8M 6.74% 2
2023
Q1 		$67.6M Buy
2,652,647
+25,739
+1% +$652K 6.37% 2
2022
Q4 		$63.8M Sell
2,626,908
-36,038
-1% -$877K 6.24% 2
2022
Q3 		$59.2M Sell
2,662,946
-10,550
-0.4% -$259K 6.5% 2
2022
Q2 		$62.3M Sell
2,673,496
-52,072
-2% -$1.32M 6.58% 2
2022
Q1 		$75.2M Buy
2,725,568
+334,563
+14% +$9.16M 7.1% 2
2021
Q4 		$69.3M Buy
2,391,005
+30,577
+1% +$863K 6.53% 3
2021
Q3 		$62.7M Buy
2,360,428
+109,147
+5% +$2.97M 6.44% 3
2021
Q2 		$60.7M Buy
+2,251,281
New +$59.8M 9.07% 2

Other funds holding DFAC

AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
BEW
Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return
OFA
Onyx Financial Advisors Idaho Falls, Idaho $278M AUM 19.67% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CSIA
Conrad Siegel Investment Advisors Harrisburg, Pennsylvania $615M AUM 21.19% 1-Year Est. Return
BWA
BCU Wealth Advisors Vernon Hills, Illinois $301M AUM 20.28% 1-Year Est. Return
NCM
New Capital Management Houston, Texas $439M AUM 16.55% 1-Year Est. Return

JFS Wealth Advisors's DFAC Position: Q2 2026 in Review

JFS Wealth Advisors increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 12% in Q2 2026, buying an estimated $20.1M and bringing the position to 4,515,601 shares worth $200M. The position accounts for 9.99% of the portfolio, ranked #1.

JFS Wealth Advisors first reported a position in DFAC in Q2 2021 and has held it in 21 quarters since. 251 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • JFS Wealth Advisors held 4,515,601 shares of Dimensional US Core Equity 2 ETF worth $200M as of Q2 2026.
  • JFS Wealth Advisors bought 469,207 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $20.1M.
  • Dimensional US Core Equity 2 ETF made up 9.99% of JFS Wealth Advisors's portfolio in Q2 2026, its #1 holding.
  • JFS Wealth Advisors first reported a position in Dimensional US Core Equity 2 ETF in Q2 2021 and has held it in 21 quarters since.
  • 251 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.