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

JP 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	$36.2M	Buy	814,968 +5,955	+0.7%	+$255K	22.76%	1
2026 Q1	$31.4M	Sell	809,013 -281	-0%	-$11.3K	21.32%	1
2025 Q4	$32M	Sell	809,294 -19,150	-2%	-$747K	22.65%	1
2025 Q3	$32M	Sell	828,444 -14,574	-2%	-$544K	21.5%	1
2025 Q2	$30.2M	Sell	843,018 -13,151	-2%	-$439K	22.6%	1
2025 Q1	$28.2M	Buy	856,169 +17,277	+2%	+$600K	22.76%	1
2024 Q4	$29M	Buy	+838,892	New	+$29.5M	21.31%	1

Other funds holding DFAC

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

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

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 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

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

JP Wealth Management increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 0.74% in Q2 2026, buying an estimated $255K and bringing the position to 814,968 shares worth $36.2M. The position accounts for 22.76% of the portfolio, ranked #1.

JP Wealth Management first reported a position in DFAC in Q4 2024 and has held it in 7 quarters since. 254 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

JP Wealth Management held 814,968 shares of Dimensional US Core Equity 2 ETF worth $36.2M as of Q2 2026.
JP Wealth Management bought 5,955 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $255K.
Dimensional US Core Equity 2 ETF made up 22.76% of JP Wealth Management's portfolio in Q2 2026, its #1 holding.
JP Wealth Management first reported a position in Dimensional US Core Equity 2 ETF in Q4 2024 and has held it in 7 quarters since.
254 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on JP Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.