Jones Financial Companies
DFAC icon

Jones Financial Companies’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Jones Financial Companies’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 		$6.22M Buy
163,713
+73,767
+82% +$2.97M ﹤0.01% 994
2025
Q4 		$3.56M Buy
89,946
+19,200
+27% +$749K ﹤0.01% 754
2025
Q3 		$2.72M Buy
70,746
+17,479
+33% +$652K ﹤0.01% 768
2025
Q2 		$1.9M Sell
53,267
-12,980
-20% -$433K ﹤0.01% 769
2025
Q1 		$2.17M Buy
66,247
+39,295
+146% +$1.36M ﹤0.01% 633
2024
Q4 		$932K Buy
26,952
+8,467
+46% +$298K ﹤0.01% 765
2024
Q3 		$632K Buy
18,485
+15,441
+507% +$510K ﹤0.01% 740
2024
Q2 		$98.1K Buy
+3,044
New +$96K ﹤0.01% 1054

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

Jones Financial Companies's DFAC Position: Q1 2026 in Review

Jones Financial Companies increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 82% in Q1 2026, buying an estimated $2.97M and bringing the position to 163,713 shares worth $6.22M. The position accounts for ﹤0.01% of the portfolio, ranked #994.

Jones Financial Companies first reported a position in DFAC in Q2 2024 and has held it in 8 quarters since. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

  • Jones Financial Companies held 163,713 shares of Dimensional US Core Equity 2 ETF worth $6.22M as of Q1 2026.
  • Jones Financial Companies bought 73,767 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $2.97M.
  • Dimensional US Core Equity 2 ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #994 holding.
  • Jones Financial Companies first reported a position in Dimensional US Core Equity 2 ETF in Q2 2024 and has held it in 8 quarters since.
  • 1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.