SEC 13F Intelligence

Jp Wealth Management, Inc. / DFAC

Jp Wealth Management, Inc.’s Dimensional Etf Trust Position

Does Jp Wealth Management, Inc. own Dimensional Etf Trust (DFAC)? Yes — 809.0K shares worth $31M (+21.32% of its 13F portfolio) as of Q1 2026, down from 809.3K shares the prior filed quarter.

Position Value
$31M
Q1 2026
Shares
809.0K
% of Portfolio
+21.32%
Quarters Held
6
currently held

Position History DFAC

Reported value by quarter
Q4 ’24: $29MQ4 ’24Q1 ’25: $28MQ1 ’25Q2 ’25: $30MQ2 ’25Q3 ’25: $32MQ3 ’25Q4 ’25: $32MQ4 ’25Q1 ’26: $31MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026809.0K$31M+21.32%
Q4 2025809.3K$32M+22.65%
Q3 2025828.4K$32M+21.50%
Q2 2025843.0K$30M+22.60%
Q1 2025856.2K$28M+22.76%
Q4 2024838.9K$29M+21.31%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Jp Wealth Management, Inc.’s full portfolio or all institutional holders of DFAC.