Dimensional US Core Equity 2DFACETF
13F holders, Q1 2026 (March 31)1,179holders +20
64new positions
40sold out
2famous investors
$39.00avg. 13F price*
At the end of Q1 2026, 1,179 institutions reported holding Dimensional US Core Equity 2 (DFAC) in their 13F filings, up 20 from Q4 2025. 64 opened new positions and 40 sold out. The largest holders were Mercer Global Advisors Inc. ($2.7B), Focus Partners Wealth ($1.7B) and Forum Financial Management, LP ($1.6B). 2 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Dimensional US Core Equity 2
- CUSIP
- 25434V708
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 64 | $135.1M |
| Exits | 40 | $86.8M |
All 13F filers, Q4 2025 → Q1 2026: 46,468,092 shares bought and 17,622,574 shares sold, net +28,845,518 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,179 holders
| Mercer Global Advisors Inc. | 4.04% | Add +9.2% | 70,292,321 | $2.7B |
| Focus Partners Wealth | 1.85% | Reduce -0.3% | 42,584,120 | $1.7B |
| Forum Financial Management, LP | 23.27% | Add +3.1% | 42,328,643 | $1.6B |
| Focus Partners Advisor Solutions, LLC | 6.99% | Add +12.0% | 17,846,261 | $693.5M |
| LPL Financial LLC | 0.18% | Reduce -1.3% | 17,506,918 | $680.3M |
| Apella Capital, LLC | 9.83% | Add +13.0% | 15,724,523 | $661.8M |
| Greenspring Advisors, LLC | 31.65% | Add +0.8% | 13,364,540 | $519.3M |
| Envestnet Asset Management Inc. | 0.14% | Add +9.7% | 13,259,708 | $515.3M |
| Savant Capital, LLC | 2.33% | Add +54.4% | 12,388,275 | $481.4M |
| Rockwood Wealth Management, LLC | 33.60% | Add +4.1% | 12,077,663 | $469.3M |
| Plancorp, LLC | 11.90% | Reduce -0.9% | 10,336,005 | $418.5M |
| SJS Investment Consulting Inc. | 43.82% | Add +1.3% | 9,231,772 | $358.7M |
| Geometric Wealth Advisors | 42.32% | Add +1.5% | 8,696,860 | $338.0M |
| Commonwealth Equity Services, LLC | 0.45% | Add +4.8% | 8,337,551 | $324.0M |
| Allworth Financial LP | 1.22% | Add +29.3% | 7,709,244 | $299.6M |
| Wealthspire Advisors, LLC | 2.29% | Reduce -0.2% | 7,504,975 | $291.6M |
| Monograph Wealth Advisors, LLC | 25.19% | Add +2.2% | 6,838,156 | $265.7M |
| Symmetry Partners, LLC | 14.86% | Add +3.0% | 6,694,957 | $260.2M |
| Beacon Pointe Advisors, LLC | 1.22% | Reduce -1.3% | 5,901,121 | $229.3M |
| Bank of America Corp. | 0.02% | Add +10.1% | 5,870,993 | $228.1M |
| Capstone Financial Advisors, Inc. | 11.61% | Add +1.2% | 5,546,947 | $215.6M |
| HighTower Advisors, LLC | 0.22% | Reduce -5.3% | 5,433,706 | $211.2M |
| Jackson Thornton Wealth Management, LLC | 17.87% | Add +1.2% | 4,902,914 | $198.5M |
| Vestmark Advisory Solutions, Inc. | 2.17% | Add +5.2% | 5,037,164 | $195.7M |
| GeoWealth Management, LLC | 6.93% | Add +2.2% | 4,952,425 | $192.5M |
| Awm Capital, LLC | 17.06% | Add +2.1% | 4,851,503 | $188.5M |
| Modera Wealth Management, LLC | 2.25% | Reduce -0.3% | 4,831,430 | $187.7M |
| TFO Wealth Partners, LLC | 24.65% | Add +9.6% | 4,664,603 | $181.3M |
| Raymond James Financial Inc. | 0.06% | Add +1.2% | 4,611,433 | $179.2M |
| Cerity Partners LLC | 0.25% | Add +11.7% | 4,461,856 | $173.4M |
| Asset Dedication, LLC | 12.13% | Add +2.5% | 4,457,997 | $173.2M |
| Baird Financial Group, Inc. | 0.27% | Reduce -4.9% | 4,414,037 | $171.5M |
| Corient Private Wealth LP | 0.23% | Reduce -6.9% | 4,205,759 | $163.4M |
| Pure Financial Advisors, LLC | 2.36% | Reduce -1.5% | 4,186,049 | $162.7M |
| Stratos Investment Management, LLC | 6.52% | Add +2.9% | 4,182,010 | $162.5M |
| Mariner, LLC | 0.19% | Add +9.4% | 4,117,890 | $160.0M |
| JFS Wealth Advisors, LLC | 8.80% | Add +8.6% | 4,046,394 | $157.2M |
| Austin Asset Management Co Inc | 26.50% | Add +0.2% | 4,042,822 | $157.1M |
| OneDigital Investment Advisors LLC | 1.53% | Add +2.4% | 4,033,269 | $156.7M |
| Evanson Asset Management, LLC | 8.33% | Reduce -0.3% | 3,991,743 | $155.1M |
| Park Avenue Securities LLC | 1.17% | Add +7.7% | 3,851,225 | $149.7M |
| Cardiff Park Advisors, LLC | 11.92% | Reduce -3.3% | 3,835,945 | $149.1M |
| Rockbridge Investment Management, LCC | 13.32% | Add +8.1% | 3,814,103 | $148.2M |
| DecisionPoint Financial, LLC | 31.76% | Add +1.2% | 3,791,506 | $147.3M |
| McGlone Suttner Wealth Management, Inc. | 19.47% | Add +1.0% | 3,783,233 | $147.0M |
| United Wealth Management, LLC | 36.35% | Add +4.2% | 3,762,717 | $146.2M |
| Burton Enright Welch | 19.78% | Add +1.8% | 3,744,102 | $145.5M |
| Triune Financial Partners, LLC | 34.05% | Add +1.5% | 3,684,951 | $143.2M |
| Onyx Financial Advisors, LLC | 59.32% | Add +1.4% | 3,676,377 | $142.9M |
| Financial Plan, Inc. | 14.74% | Add +6.0% | 3,536,742 | $137.4M |
| von Borstel & Associates, Inc. | 31.26% | Add +2.7% | 3,515,498 | $136.6M |
| Betterment LLC | 0.25% | Add +4.8% | 3,427,113 | $133.2M |
| Millburn Ridgefield LLC | 2.78% | Add +13.1% | 3,324,162 | $129.2M |
| Catalyst Capital Advisors LLC | 2.41% | Add +13.1% | 3,324,162 | $129.2M |
| Zhang Financial LLC | 4.38% | Reduce -1.8% | 3,263,205 | $126.8M |
| Syverson Strege & Co | 29.75% | Reduce -1.4% | 3,181,539 | $123.6M |
| Integrated Wealth Concepts LLC | 0.97% | Add +22.8% | 3,142,236 | $122.1M |
| Financial Engines Advisors L.L.C. | 0.25% | Add +1.4% | 3,108,602 | $120.8M |
| Conrad Siegel Investment Advisors, Inc. | 21.62% | Add +1.7% | 3,082,266 | $119.8M |
| BCU Wealth Advisors, LLC | 44.31% | Add +5.3% | 3,058,573 | $118.9M |
| Core Wealth Management, Inc. | 36.37% | Add +0.8% | 3,054,577 | $118.7M |
| Royal Bank of Canada | 0.02% | Reduce -2.9% | 3,019,065 | $117.3M |
| Integrity Advisory Solutions, LLC | 15.49% | Add +10.7% | 3,018,682 | $117.3M |
| Wealth Enhancement Advisory Services, LLC | 0.26% | Reduce -31.4% | 2,983,695 | $116.9M |
| Altiora Financial Group, LLC | 18.50% | Reduce -0.4% | 2,890,247 | $112.3M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 6.32% | Add +1.1% | 2,858,739 | $111.1M |
| Private Advisor Group, LLC | 0.52% | Add +3.7% | 2,851,717 | $110.8M |
| BetterWealth, LLC | 21.58% | Add +1.1% | 2,830,509 | $110.0M |
| Creative Planning | 0.07% | Add +14.2% | 2,760,059 | $107.3M |
| RAM Investment Partners, LLC | 18.70% | Add +0.3% | 2,739,860 | $106.5M |
| HFM Investment Advisors, LLC | 39.16% | Add +1.5% | 2,620,847 | $101.8M |
| Warwick Investment Management, Inc. | 14.64% | Reduce -0.3% | 2,599,253 | $101.0M |
| Eaton-Cambridge Inc. | 31.56% | Add +1.6% | 2,595,688 | $100.9M |
| New Capital Management LP | 24.50% | Reduce -3.9% | 2,557,586 | $99.4M |
| Integrity Alliance, Llc. | 3.69% | Add +3.7% | 2,493,127 | $96.9M |
| ARK & TLK Investments, LLC | 26.04% | Add +8.0% | 2,469,701 | $96.0M |
| Kestra Advisory Services, LLC | 0.36% | Add +13.4% | 2,462,633 | $95.7M |
| Porter White Investment Advisors, Inc. | 37.96% | Add +0.8% | 2,439,644 | $94.8M |
| Prudent Man Investment Management, Inc. | 31.73% | Reduce -0.1% | 2,382,749 | $94.3M |
| Meridian Wealth Partners, LLC | 12.70% | Reduce -4.3% | 2,380,620 | $92.5M |
| TCI Wealth Advisors, Inc. | 4.87% | Add +4.5% | 2,362,453 | $91.8M |
| Discipline Wealth Solutions, LLC | 9.55% | Add +45.8% | 2,333,696 | $90.7M |
| LRI Investments, LLC | 7.95% | Reduce -1.0% | 2,310,836 | $89.8M |
| Henrickson Nauta Wealth Advisors, Inc. | 25.07% | Reduce -47.3% | 2,299,117 | $89.3M |
| NewEdge Advisors, LLC | 0.32% | Reduce -7.7% | 2,292,841 | $89.1M |
| Ruedi Wealth Management, Inc. | 22.92% | Reduce -1.9% | 2,290,135 | $89.0M |
| Assetmark, Inc. | 0.18% | Add +0.0% | 2,289,602 | $89.0M |
| Heritage Investment Group, Inc. | 13.38% | Reduce -1.5% | 2,274,675 | $88.4M |
| Osaic Holdings, Inc. | 0.13% | Reduce -37.2% | 2,271,718 | $88.3M |
| ShankerValleau Wealth Advisors, Inc. | 24.77% | Add +1.6% | 2,261,881 | $87.9M |
| Parkshore Wealth Management, Inc. | 29.30% | Add +15.4% | 2,255,255 | $87.6M |
| Sensible Money, LLC | 26.13% | Add +8.9% | 2,210,467 | $85.9M |
| Verisail Partners, LLC | 34.53% | Add +0.9% | 2,190,338 | $85.1M |
| Keb Asset Management, LLC | 16.30% | Add +3.2% | 2,189,130 | $85.1M |
| SC&H Financial Advisors, Inc. | 12.80% | Add +0.5% | 2,184,097 | $84.9M |
| AQR Capital Management | 0.04% | Add +44.3% | 2,175,911 | $84.6M |
| Warburton Capital Management, LLC | 40.24% | Reduce -0.1% | 2,031,981 | $82.5M |
| Maseco LLP | 2.57% | Add +23.2% | 2,112,163 | $82.1M |
| Sax Wealth Advisors, LLC | 3.92% | Reduce -0.6% | 2,042,632 | $80.9M |
| Monument Group Wealth Advisors, LLC | 43.70% | Add +3.0% | 2,026,321 | $78.7M |
"% 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.