DIMENSIONAL US CORE EQUITY 2 DFAC
$44.25
-0.1% 52w: $34.24 – $44.43
Latest 13F among current holders filed 11 days ago (Jun 24, 2026)
Price — last 12 months
research preview data34.2439.3444.43
Jun 20, 2025 Jul 2, 2026
Institutional holders
1.2K
+17 QoQ
13F value
$32.59B
-4.5% QoQ
Smart-money holders
19
signal tier ≥ 2
New smart buyers
1
Q1 2026
Options barometer
calls only
$1.3M calls / — puts
Institutional value by quarter
Number of holders
Who owns DFAC?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| MERCER GLOBAL ADVISORS INC /ADV | Wealth advisor | 70.3M | $2.73B | 4.0% | +9.2% |
| Focus Partners Wealth | Wealth advisor | 42.6M | $1.66B | 1.8% | -0.3% |
| Forum Financial Management, LP | Wealth advisor | 42.3M | $1.64B | 23.3% | +3.1% |
| Focus Partners Advisor Solutions, LLC | Wealth advisor | 17.8M | $693.5M | 7.0% | +12.0% |
| LPL Financial LLC | Bank broker | 17.5M | $680.3M | 0.2% | -1.3% |
| Apella Capital, LLC | Wealth advisor | 15.7M | $661.8M | 9.8% | +13.0% |
| Greenspring Advisors, LLC | Wealth advisor | 13.4M | $519.3M | 31.6% | +0.8% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 13.3M | $515.3M | 0.1% | +9.7% |
| Savant Capital, LLC | Wealth advisor | 12.4M | $481.4M | 2.3% | +54.4% |
| Rockwood Wealth Management, LLC | Wealth advisor | 12.1M | $469.3M | 33.6% | +4.1% |
| Plancorp, LLC | Wealth advisor | 10.3M | $418.5M | 11.9% | -0.9% |
| SJS Investment Consulting Inc. | Wealth advisor | 9.2M | $358.7M | 43.8% | +1.3% |
| Geometric Wealth Advisors | Wealth advisor | 8.7M | $338.0M | 42.3% | +1.5% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 8.3M | $324.0M | 0.5% | +4.8% |
| Allworth Financial LP | Wealth advisor | 7.7M | $299.6M | 1.2% | +29.3% |
| Wealthspire Advisors, LLC | Wealth advisor | 7.5M | $291.6M | 2.3% | -0.2% |
| MONOGRAPH WEALTH ADVISORS, LLC | Wealth advisor | 6.8M | $265.7M | 25.2% | +2.2% |
| Symmetry Partners, LLC | Wealth advisor | 6.7M | $260.2M | 14.9% | +3.0% |
| Beacon Pointe Advisors, LLC | Wealth advisor | 5.9M | $229.3M | 1.2% | -1.3% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 5.9M | $228.1M | 0.0% | +10.0% |
| Capstone Financial Advisors, Inc. | Wealth advisor | 5.5M | $215.6M | 11.6% | +1.2% |
| HighTower Advisors, LLC | Diversified mechanical | 5.4M | $211.2M | 0.2% | -5.3% |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | Wealth advisor | 4.9M | $198.5M | 17.9% | +1.2% |
| Vestmark Advisory Solutions, Inc. | Wealth advisor | 5.0M | $195.7M | 2.2% | +5.2% |
| GeoWealth Management, LLC | Wealth advisor | 5.0M | $192.5M | 6.9% | +2.2% |
| AWM CAPITAL, LLC | Wealth advisor | 4.9M | $188.5M | 17.1% | +2.1% |
| Modera Wealth Management, LLC | Wealth advisor | 4.8M | $187.7M | 2.2% | -0.3% |
| TFO Wealth Partners, LLC | Wealth advisor | 4.7M | $181.3M | 24.6% | +9.6% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 4.6M | $179.2M | 0.1% | +1.2% |
| Cerity Partners LLC | Diversified mechanical | 4.5M | $173.4M | 0.2% | +11.7% |
| Asset Dedication, LLC | Wealth advisor | 4.5M | $173.2M | 12.1% | +2.5% |
| Baird Financial Group, Inc. | Diversified mechanical | 4.4M | $171.5M | 0.3% | -4.9% |
| Corient Private Wealth LLC | Diversified mechanical | 4.2M | $163.4M | 0.2% | -53.4% |
| Pure Financial Advisors, LLC | Wealth advisor | 4.2M | $162.7M | 2.3% | -1.5% |
| Stratos Investment Management, LLC | Wealth advisor | 4.2M | $162.5M | 6.5% | +2.9% |
| Mariner, LLC | Diversified mechanical | 4.1M | $160.0M | 0.2% | +9.4% |
| JFS WEALTH ADVISORS, LLC | Wealth advisor | 4.0M | $157.2M | 8.8% | +8.6% |
| Austin Asset Management Co Inc | Wealth advisor | 4.0M | $157.1M | 25.8% | +0.2% |
| OneDigital Investment Advisors LLC | Wealth advisor | 4.0M | $156.7M | 1.5% | +2.4% |
| Evanson Asset Management, LLC | Wealth advisor | 4.0M | $155.1M | 8.3% | -0.3% |
| PARK AVENUE SECURITIES LLC | Wealth advisor | 3.9M | $149.7M | 1.2% | +7.7% |
| CARDIFF PARK ADVISORS, LLC | Wealth advisor | 3.8M | $149.1M | 11.9% | -3.3% |
| Rockbridge Investment Management, LCC | Wealth advisor | 3.8M | $148.2M | 13.3% | +8.1% |
| DecisionPoint Financial, LLC | Wealth advisor | 3.8M | $147.3M | 31.8% | +1.2% |
| McGlone Suttner Wealth Management, Inc. | Wealth advisor | 3.8M | $147.0M | 19.5% | +1.0% |
| United Wealth Management, LLC | Wealth advisor | 3.8M | $146.2M | 36.3% | +4.2% |
| Burton Enright Welch | Wealth advisor | 3.7M | $145.5M | 19.8% | +1.8% |
| Triune Financial Partners, LLC | Wealth advisor | 3.7M | $143.2M | 34.1% | +1.5% |
| Onyx Financial Advisors, LLC | Wealth advisor | 3.7M | $142.9M | 59.3% | +1.4% |
| Financial Plan, Inc. | Wealth advisor | 3.5M | $137.4M | 14.7% | +6.0% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.