Dimensional US Core Equity 2DFACETF
13F holders, Q2 2026 (June 30)1,222holders +43
70new positions
26sold out
4famous investors
$44.32avg. 13F price*
At the end of Q2 2026, 1,222 institutions reported holding Dimensional US Core Equity 2 (DFAC) in their 13F filings, up 43 from Q1 2026. 70 opened new positions and 26 sold out. The largest holders were Mercer Global Advisors Inc. ($3.2B), Forum Financial Management, LP ($1.9B) and Focus Partners Wealth ($1.9B). 4 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).
- Company
- Dimensional US Core Equity 2
- CUSIP
- 25434V708
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 70 | $166.5M |
| Exits | 26 | $9.7M |
All 13F filers, Q1 2026 → Q2 2026: 35,524,344 shares bought and 11,106,507 shares sold, net +24,417,837 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,222 holders
| Mercer Global Advisors Inc. | 4.01% | Add +4.2% | 73,219,086 | $3.2B |
| Forum Financial Management, LP | 24.27% | Add +0.6% | 42,594,541 | $1.9B |
| Focus Partners Wealth | 1.92% | Reduce -1.1% | 42,128,827 | $1.9B |
| LPL Financial LLC | 0.18% | Add +5.9% | 18,533,056 | $822.1M |
| Focus Partners Advisor Solutions, LLC | 6.62% | Reduce -1.3% | 17,607,276 | $781.1M |
| Apella Capital, LLC | 10.08% | Add +2.5% | 16,110,656 | $713.4M |
| Envestnet Asset Management Inc. | 0.14% | Add +4.2% | 13,812,388 | $612.7M |
| Savant Capital, LLC | 1.77% | Add +9.8% | 13,605,470 | $603.6M |
| Greenspring Advisors, LLC | 31.06% | Reduce -5.4% | 12,639,119 | $560.7M |
| Rockwood Wealth Management, LLC | 34.60% | Add +2.2% | 12,338,697 | $547.3M |
| SJS Investment Consulting Inc. | 45.28% | Add +1.6% | 9,377,832 | $416.0M |
| Geometric Wealth Advisors | 43.45% | Add +4.1% | 9,054,523 | $401.7M |
| Commonwealth Equity Services, LLC | 0.47% | Add +0.4% | 8,368,847 | $371.2M |
| Plancorp, LLC | 8.54% | Reduce -23.7% | 7,886,805 | $349.9M |
| Wealthspire Advisors, LLC | 1.84% | Add +0.6% | 7,548,752 | $334.9M |
| Monograph Wealth Advisors, LLC | 25.74% | Add +3.3% | 7,065,425 | $313.4M |
| Symmetry Partners, LLC | 15.17% | Add +0.2% | 6,707,000 | $297.5M |
| Allworth Financial LP | 1.22% | Reduce -16.1% | 6,464,130 | $286.7M |
| Bank of America Corp. | 0.02% | Add +1.3% | 5,948,676 | $263.9M |
| Beacon Pointe Advisors, LLC | 1.22% | Reduce -0.3% | 5,886,102 | $261.1M |
| TFO Wealth Partners, LLC | 27.56% | Add +22.4% | 5,711,324 | $253.4M |
| Assetmark, Inc. | 0.43% | Add +146.1% | 5,633,519 | $249.9M |
| Capstone Financial Advisors, Inc. | 11.98% | Reduce -0.1% | 5,543,948 | $245.9M |
| Raymond James Financial Inc. | 0.06% | Add +16.7% | 5,381,782 | $238.7M |
| HighTower Advisors, LLC | 0.22% | Reduce -3.4% | 5,249,890 | $232.9M |
| Awm Capital, LLC | 18.41% | Add +6.8% | 5,181,625 | $229.9M |
| Vestmark Advisory Solutions, Inc. | 2.10% | Add +0.1% | 5,042,328 | $223.7M |
| Jackson Thornton Wealth Management, LLC | 17.29% | Add +0.5% | 4,929,596 | $218.7M |
| GeoWealth Management, LLC | 6.83% | Reduce -1.2% | 4,893,413 | $217.1M |
| Modera Wealth Management, LLC | 2.28% | Reduce -0.4% | 4,811,065 | $213.4M |
| JFS Wealth Advisors, LLC | 9.99% | Add +11.6% | 4,515,601 | $200.3M |
| Baird Financial Group, Inc. | 0.27% | Add +1.2% | 4,466,378 | $198.1M |
| Asset Dedication, LLC | 12.46% | Add +0.1% | 4,464,536 | $198.0M |
| Cerity Partners LLC | 0.24% | Reduce -0.7% | 4,429,007 | $196.5M |
| Osaic Holdings, Inc. | 0.23% | Add +90.2% | 4,319,715 | $191.6M |
| Stratos Investment Management, LLC | 6.81% | Add +1.6% | 4,248,964 | $188.5M |
| OneDigital Investment Advisors LLC | 1.59% | Add +5.3% | 4,246,503 | $188.4M |
| Park Avenue Securities LLC | 1.16% | Add +9.1% | 4,201,813 | $186.4M |
| Pure Financial Advisors, LLC | 2.34% | Reduce -2.0% | 4,103,209 | $182.0M |
| DecisionPoint Financial, LLC | 33.32% | Add +7.1% | 4,061,339 | $179.9M |
| Austin Asset Management Co Inc | 25.37% | Reduce -0.8% | 4,009,061 | $177.8M |
| Evanson Financial, LLC | 8.64% | — | 3,978,431 | $176.5M |
| Burton Enright Welch | 20.72% | Add +6.2% | 3,976,632 | $176.4M |
| Corient Private Wealth LP | 0.24% | Reduce -6.4% | 3,935,874 | $174.6M |
| Rockbridge Investment Management, LCC | 13.84% | Add +0.7% | 3,841,280 | $170.4M |
| McGlone Suttner Wealth Management, Inc. | 19.89% | Add +1.0% | 3,821,991 | $169.5M |
| Onyx Financial Advisors, LLC | 60.48% | Add +2.9% | 3,784,124 | $167.9M |
| Triune Financial Partners, LLC | 34.97% | Add +2.5% | 3,775,213 | $167.5M |
| United Wealth Management, LLC | 37.68% | Add +0.3% | 3,775,121 | $167.5M |
| Cardiff Park Advisors, LLC | 12.97% | Reduce -1.9% | 3,762,389 | $166.9M |
| Financial Plan, Inc. | 15.59% | Add +4.7% | 3,704,312 | $164.3M |
| Betterment LLC | 0.26% | Add +2.9% | 3,524,619 | $156.4M |
| von Borstel & Associates, Inc. | 31.94% | Reduce -0.1% | 3,511,436 | $155.8M |
| Integrity Advisory Solutions, LLC | 15.12% | Add +9.7% | 3,311,006 | $146.9M |
| Mariner, LLC | 0.15% | Reduce -19.9% | 3,300,037 | $146.4M |
| Millburn Ridgefield LLC | 2.77% | Reduce -0.8% | 3,297,718 | $146.3M |
| Catalyst Capital Advisors LLC | 2.43% | Reduce -0.8% | 3,297,718 | $146.3M |
| Financial Engines Advisors L.L.C. | 0.26% | Add +5.0% | 3,264,547 | $144.8M |
| Zhang Financial LLC | 4.20% | Reduce -0.8% | 3,238,499 | $143.7M |
| Syverson Strege & Co | 30.90% | Add +0.5% | 3,196,733 | $141.8M |
| Wealth Enhancement Advisory Services, LLC | 0.24% | Add +6.3% | 3,171,700 | $141.5M |
| Integrated Wealth Concepts LLC | 0.92% | Add +0.7% | 3,163,278 | $140.3M |
| Royal Bank of Canada | 0.02% | Add +2.3% | 3,088,455 | $137.0M |
| Conrad Siegel Investment Advisors, Inc. | 22.14% | Reduce -0.5% | 3,066,960 | $136.1M |
| BCU Wealth Advisors, LLC | 44.69% | Reduce -0.8% | 3,033,037 | $134.5M |
| Private Advisor Group, LLC | 0.61% | Add +5.8% | 3,018,667 | $133.9M |
| Core Wealth Management, Inc. | 37.29% | Reduce -2.1% | 2,990,705 | $132.7M |
| AQR Capital Management | 0.05% | Add +37.1% | 2,984,095 | $132.4M |
| Altiora Financial Group, LLC | 20.18% | Reduce -0.1% | 2,886,811 | $128.1M |
| BetterWealth, LLC | 22.27% | Add +0.3% | 2,837,675 | $125.9M |
| Creative Planning | 0.07% | Add +0.0% | 2,760,133 | $122.4M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 6.00% | Reduce -4.2% | 2,739,886 | $121.5M |
| RAM Investment Partners, LLC | 19.23% | Reduce -1.1% | 2,710,018 | $120.2M |
| Eaton-Cambridge Inc. | 32.49% | Add +0.4% | 2,605,730 | $115.6M |
| Discipline Wealth Solutions, LLC | 10.03% | Add +11.1% | 2,591,864 | $115.0M |
| HFM Investment Advisors, LLC | 40.17% | Reduce -1.5% | 2,582,339 | $114.6M |
| New Capital Management LP | 25.97% | Add +0.5% | 2,570,196 | $114.0M |
| Warwick Investment Management, Inc. | 12.68% | Reduce -2.0% | 2,547,034 | $113.0M |
| Kestra Advisory Services, LLC | 0.36% | Add +3.3% | 2,542,798 | $112.8M |
| ARK & TLK Investments, LLC | 27.52% | Add +1.7% | 2,512,144 | $111.4M |
| Integrity Alliance, Llc. | 3.43% | Reduce -1.4% | 2,459,442 | $109.1M |
| Keb Asset Management, LLC | 17.19% | Add +9.3% | 2,393,443 | $106.2M |
| TCI Wealth Advisors, Inc. | 4.57% | Add +0.9% | 2,382,827 | $105.7M |
| Parkshore Wealth Management, Inc. | 30.24% | Add +5.2% | 2,373,136 | $105.3M |
| Henrickson Nauta Wealth Advisors, Inc. | 25.59% | Add +3.0% | 2,367,747 | $105.0M |
| Maseco LLP | 2.95% | Add +12.0% | 2,365,428 | $104.9M |
| Meridian Wealth Partners, LLC | 12.63% | Reduce -1.2% | 2,351,350 | $104.3M |
| LRI Investments, LLC | 8.18% | Reduce -0.5% | 2,298,403 | $102.0M |
| Heritage Investment Group, Inc. | 13.67% | Add +0.8% | 2,294,074 | $101.8M |
| Ruedi Wealth Management, Inc. | 23.87% | Add +0.2% | 2,293,774 | $101.8M |
| NewEdge Advisors, LLC | 0.30% | Reduce -0.1% | 2,291,061 | $101.6M |
| SC&H Financial Advisors, Inc. | 13.11% | Add +2.0% | 2,228,328 | $98.8M |
| Sensible Money, LLC | 26.13% | Add +0.5% | 2,221,756 | $98.6M |
| ShankerValleau Wealth Advisors, Inc. | 25.68% | Reduce -2.9% | 2,197,279 | $97.5M |
| Verisail Partners, LLC | 35.80% | Reduce -0.6% | 2,176,870 | $96.6M |
| Monument Group Wealth Advisors, LLC | 45.97% | Add +6.5% | 2,159,082 | $95.8M |
| Prudent Man Investment Management, Inc. | 32.05% | Reduce -0.4% | 2,373,152 | $94.0M |
| Porter White Investment Advisors, Inc. | 35.88% | Reduce -13.9% | 2,100,973 | $93.2M |
| Warburton Capital Management, LLC | 37.12% | Add +1.2% | 2,055,556 | $91.2M |
| JPMorgan Chase & Co. | 0.01% | Add +7.5% | 2,045,963 | $90.3M |
"% of holder's portfolio" is DFAC's weight in each manager's 13F, not the share of Dimensional US Core Equity 2 the manager owns.