DIMENSIONAL US CORE EQUITY 2 (DFAC) Institutional Shareholders
DIMENSIONAL US CORE EQUITY 2 (DFAC) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $33.73B in DFAC holdings during the latest filing period.
Mercer Global Advisors Inc is currently the largest disclosed institutional shareholder of DFAC tracked by InsiderSet, reporting ownership valued at approximately $2.73B in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $3.13B, representing an estimated gain of +14.49% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 31% of the total disclosed DFAC value among the investors covered in this analysis. Major shareholders include Mercer Global Advisors Inc, Forum Financial Management, Lp, Focus Partners Wealth, and several other long-term asset managers with concentrated positions in DIMENSIONAL US CORE EQUITY 2 (DFAC).
This page ranks the largest institutional DFAC shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
1,171
Total Reported Value
$33.73B
Largest Holder
Mercer Global Advisors Inc
Largest Position
$2.73B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
24
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Mercer Global Advisors Inc | 4.04% | 70,292,321 | $2,731,559,603 | $3,127,305,361 | +$395,745,758 | +14.49% | |
| Forum Financial Management, Lp | 24.27% | 42,594,541 | $1,889,493,844 | $1,895,031,129 | +$5,537,285 | +0.29% | |
| Focus Partners Wealth | 1.85% | 42,584,120 | $1,659,988,750 | $1,894,567,499 | +$234,578,749 | +14.13% | |
| Apella Capital, Llc | 10.08% | 16,110,656 | $713,379,842 | $716,763,085 | +$3,383,243 | +0.47% | |
| Focus Partners Advisor Solutions, Llc | 6.99% | 17,846,261 | $693,498,005 | $793,980,152 | +$100,482,147 | +14.49% | |
| Lpl Financial Llc | 0.18% | 17,506,918 | $680,318,841 | $778,882,782 | +$98,563,941 | +14.49% | |
| Rockwood Wealth Management, Llc | 34.60% | 12,338,697 | $547,344,586 | $548,948,630 | +$1,604,044 | +0.29% | |
| Greenspring Advisors, Llc | 31.65% | 13,364,540 | $519,346,048 | $594,588,385 | +$75,242,337 | +14.49% | |
| Envestnet Asset Management Inc | 0.14% | 13,259,708 | $515,272,261 | $589,924,409 | +$74,652,148 | +14.49% | |
| Savant Capital, Llc | 2.33% | 12,388,275 | $481,408,372 | $551,154,355 | +$69,745,983 | +14.49% | |
| Sjs Investment Consulting Inc. | 45.28% | 9,377,832 | $416,000,622 | $417,219,746 | +$1,219,124 | +0.29% | |
| Commonwealth Equity Services, Llc | 0.47% | 8,368,847 | $371,242,040 | $372,330,003 | +$1,087,963 | +0.29% | |
| Plancorp, Llc | 8.54% | 7,886,805 | $349,937,547 | $350,883,954 | +$946,407 | +0.27% | |
| Geometric Wealth Advisors | 42.32% | 8,696,860 | $337,959,990 | $386,923,301 | +$48,963,311 | +14.49% | |
| Allworth Financial Lp | 1.22% | 7,709,244 | $299,581,221 | $342,984,266 | +$43,403,045 | +14.49% | |
| Symmetry Partners, Llc | 15.17% | 6,707,000 | $297,522,522 | $298,394,430 | +$871,908 | +0.29% | |
| Wealthspire Advisors, Llc | 2.29% | 7,504,975 | $291,643,335 | $333,896,338 | +$42,253,003 | +14.49% | |
| Monograph Wealth Advisors, Llc | 25.19% | 6,838,156 | $265,730,747 | $304,229,560 | +$38,498,813 | +14.49% | |
| Assetmark, Inc | 0.43% | 5,633,519 | $249,902,921 | $250,635,260 | +$732,339 | +0.29% | |
| Awm Capital, Llc | 18.41% | 5,181,625 | $229,856,873 | $230,530,496 | +$673,623 | +0.29% | |
| Beacon Pointe Advisors, Llc | 1.22% | 5,901,121 | $229,317,558 | $262,540,873 | +$33,223,315 | +14.49% | |
| Bank Of America Corp | 0.02% | 5,870,993 | $228,146,790 | $261,200,479 | +$33,053,689 | +14.49% | |
| Geowealth Management, Llc | 6.83% | 4,893,413 | $217,071,855 | $217,707,944 | +$636,089 | +0.29% | |
| Capstone Financial Advisors, Inc. | 11.61% | 5,546,947 | $215,554,353 | $246,783,672 | +$31,229,319 | +14.49% | |
| Hightower Advisors, Llc | 0.22% | 5,433,706 | $211,153,610 | $241,745,580 | +$30,591,970 | +14.49% | |
| Jfs Wealth Advisors, Llc | 9.99% | 4,515,601 | $200,312,064 | $200,899,088 | +$587,024 | +0.29% | |
| Jackson Thornton Wealth Management, Llc | 17.87% | 4,902,914 | $198,518,979 | $218,130,644 | +$19,611,665 | +9.88% | |
| Asset Dedication, Llc | 12.46% | 4,464,536 | $198,046,838 | $198,627,207 | +$580,369 | +0.29% | |
| Vestmark Advisory Solutions, Inc. | 2.17% | 5,037,164 | $195,744,209 | $224,103,426 | +$28,359,217 | +14.49% | |
| Modera Wealth Management, Llc | 2.25% | 4,831,430 | $187,749,378 | $214,950,321 | +$27,200,943 | +14.49% | |
| Tfo Wealth Partners, Llc | 24.65% | 4,664,603 | $181,266,457 | $207,528,187 | +$26,261,730 | +14.49% | |
| Raymond James Financial Inc | 0.06% | 4,611,433 | $179,200,258 | $205,162,654 | +$25,962,396 | +14.49% | |
| Austin Asset Management Co Inc | 24.79% | 4,009,061 | $177,841,958 | $178,363,124 | +$521,166 | +0.29% | |
| Burton Enright Welch | 20.72% | 3,976,632 | $176,403,422 | $176,920,358 | +$516,936 | +0.29% | |
| Cerity Partners Llc | 0.25% | 4,461,856 | $173,415,153 | $198,507,973 | +$25,092,820 | +14.47% | |
| Baird Financial Group, Inc. | 0.27% | 4,414,037 | $171,529,478 | $196,380,506 | +$24,851,028 | +14.49% | |
| Mcglone Suttner Wealth Management, Inc. | 19.89% | 3,821,991 | $169,543,507 | $170,040,380 | +$496,873 | +0.29% | |
| Onyx Financial Advisors, Llc | 60.48% | 3,784,124 | $167,863,729 | $168,355,677 | +$491,948 | +0.29% | |
| United Wealth Management, Llc | 37.68% | 3,775,121 | $167,464,381 | $167,955,133 | +$490,752 | +0.29% | |
| Corient Private Wealth Llc | 0.23% | 4,205,759 | $163,433,404 | $187,114,218 | +$23,680,814 | +14.49% | |
| Pure Financial Advisors, Llc | 2.33% | 4,186,049 | $162,669,871 | $186,237,320 | +$23,567,449 | +14.49% | |
| Stratos Investment Management, Llc | 6.52% | 4,182,010 | $162,512,927 | $186,057,625 | +$23,544,698 | +14.49% | |
| Mariner, Llc | 0.19% | 4,117,890 | $160,015,701 | $183,204,926 | +$23,189,225 | +14.49% | |
| Onedigital Investment Advisors Llc | 1.53% | 4,033,269 | $156,732,820 | $179,440,138 | +$22,707,318 | +14.49% | |
| Evanson Asset Management, Llc | 8.33% | 3,991,743 | $155,119,140 | $177,592,646 | +$22,473,506 | +14.49% | |
| Cardiff Park Advisors, Llc | 11.92% | 3,835,945 | $149,064,828 | $170,661,193 | +$21,596,365 | +14.49% | |
| Rockbridge Investment Management, Lcc | 13.32% | 3,814,103 | $148,216,041 | $169,689,442 | +$21,473,401 | +14.49% | |
| Decisionpoint Financial, Llc | 31.76% | 3,791,506 | $147,337,932 | $168,684,102 | +$21,346,170 | +14.49% | |
| Integrity Advisory Solutions, Llc | 15.12% | 3,311,006 | $146,876,226 | $147,306,657 | +$430,431 | +0.29% | |
| Catalyst Capital Advisors Llc | 2.43% | 3,297,718 | $146,286,770 | $146,715,474 | +$428,704 | +0.29% |
Frequently asked questions about DFAC
Who owns the most DFAC stock?
The largest holders of DFAC are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for DIMENSIONAL US CORE EQUITY 2 (DFAC).
Is DFAC widely held by superinvestors?
Many widely followed stocks like DFAC appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly DFAC is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.