DFAC Institutional Ownership Trend

Institutional ownership trends for DIMENSIONAL US CORE EQUITY 2 provide insight into how hedge funds, mutual funds, pension managers, and long-term asset managers have adjusted exposure to the company across multiple SEC Form 13F reporting periods.

Institutional investors tracked by InsiderSet collectively reported approximately $20.89M in DFAC holdings for the quarter ended March 31, 2026, compared with approximately $20.35M reported during the prior quarter. The number of tracked institutional holders was unchanged during the latest reporting period.

Based on current market prices and the latest disclosed share counts, the combined estimated current value of tracked DFAC institutional positions has increased significantly since the filing period due to continued share price appreciation.

This page tracks historical institutional ownership trends for DFAC, including:

  • total institutional holders by quarter
  • aggregate reported value
  • estimated live portfolio value
  • ownership concentration changes
  • largest ownership increases and reductions
  • long-term smart money positioning trends

Institutional ownership trend analysis can help investors evaluate accumulation patterns, investor conviction, sector leadership, and portfolio concentration changes across major investment firms investing in DIMENSIONAL US CORE EQUITY 2.

Portfolio quarterInstitutional holdersTotal reported valueTotal shares
Q1 20262$20,888,529537,532
Q3 20252$20,354,470527,728
Q2 20252$18,022,894502,870
Q1 20252$16,828,296510,103
Q4 20242$19,064,350551,152
Q3 20241$11,544,488336,672
Q2 20242$11,808,315366,263
Q1 20241$11,692,605365,966
Q4 20232$10,982,047396,091
Q3 20232$10,149,143415,344
Q2 20232$10,776,501482,139
Q1 20231$10,659,219418,337