Ledgewood Wealth Advisors Q2 2026 Portfolio Activity: Significant ETF Buys, Shares Sold
Ledgewood Wealth Advisors made notable purchases in Dimensional DFAI ETF and INVESCO BSCT ETF while reducing positions in several Dimensional funds during the second quarter of 2026.
According to filings from Ledgewood Wealth Advisors, Llc, there were observable changes in their portfolio holdings during the second quarter of 2026.
The investment firm demonstrated a mixed approach to position adjustments. On one hand, they significantly increased their stake in the Dimensional ETF Trust's DFAI fund by over 1% (+1.41%). This was also reflected in substantial buying activity for the INVESCO EXCH TRD SLF IDX FD (BSCT), which saw a nearly 10.35% increase in shares held.
Conversely, Ledgewood Wealth Advisors reduced their position in the Dimensional ETF Trust's DFCI fund by 6.89%, while also decreasing holdings of DFAU (-2.29%) and DFCF (-5.62%). These reductions were part of a broader pattern where several Dimensional funds experienced share declines during this period.
Specifically, the investor added shares to INVESCO EXCH TRD SLF IDX FD (BSCT) and Dimensional ETF Trust's DFAI fund, while exiting positions in other Dimensional ETFs like DFAE. The changes were also notable for INVESCO EXCH TRD SLF IDX FD (BSCU), which saw a significant increase of 13.05%.
Interestingly, no new stock holdings or exits from entirely different sectors appear to be disclosed in these specific changed_holdings data points for Q2 2026.
The portfolio adjustments reflect strategic decisions regarding exposure within the ETF space and potentially indicate shifts based on market performance of Dimensional funds during this quarter. Further analysis would require looking at the complete list of holdings or prior period comparisons not provided here.