DFAC Institutional Ownership & Shareholders
DIMENSIONAL US CORE EQUITY 2 (DFAC) is currently held by 1,129 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $36.40B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Mercer Global Advisors Inc is currently the largest disclosed institutional shareholder of DFAC tracked by InsiderSet, reporting ownership valued at approximately $3.25B in its June 30, 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 $3.29B, representing an estimated gain of +1.19% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 32% 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
1,129
Total Reported Value
$36.40B
Largest Holder
Mercer Global Advisors Inc
Largest Position
$3.25B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
17
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 | 4.01% | 73,219,086 | $3,247,998,642 | $3,286,804,771 | +$38,806,129 | +1.19% | |
| Forum Financial Management, Lp | 24.74% | 42,841,242 | $1,904,293,228 | $1,923,143,353 | +$18,850,125 | +0.99% | |
| Focus Partners Wealth | 1.91% | 42,128,827 | $1,868,834,776 | $1,891,163,044 | +$22,328,268 | +1.19% | |
| Lpl Financial Llc | 0.18% | 18,533,056 | $822,126,370 | $831,948,884 | +$9,822,514 | +1.19% | |
| Focus Partners Advisor Solutions, Llc | 6.62% | 17,607,276 | $781,058,794 | $790,390,620 | +$9,331,826 | +1.19% | |
| Apella Capital, Llc | 9.85% | 17,175,406 | $775,984,844 | $771,003,975 | -$4,980,869 | -0.64% | |
| Envestnet Asset Management Inc | 0.14% | 13,812,388 | $612,717,550 | $620,038,097 | +$7,320,547 | +1.19% | |
| Savant Capital, Llc | 1.77% | 13,605,470 | $603,622,548 | $610,749,548 | +$7,127,000 | +1.18% | |
| Rockwood Wealth Management, Llc | 34.09% | 12,766,777 | $567,483,255 | $573,100,620 | +$5,617,365 | +0.99% | |
| Greenspring Advisors, Llc | 31.06% | 12,639,119 | $560,671,330 | $567,370,052 | +$6,698,722 | +1.19% | |
| Sjs Investment Consulting Inc. | 43.03% | 9,614,300 | $427,355,628 | $431,585,927 | +$4,230,299 | +0.99% | |
| Geometric Wealth Advisors | 43.45% | 9,054,523 | $401,658,649 | $406,457,537 | +$4,798,888 | +1.19% | |
| Plancorp, Llc | 8.54% | 7,886,805 | $349,937,547 | $354,038,676 | +$4,101,129 | +1.17% | |
| Wealthspire Advisors, Llc | 1.84% | 7,548,752 | $334,862,652 | $338,863,477 | +$4,000,825 | +1.19% | |
| Monograph Wealth Advisors, Llc | 25.74% | 7,065,425 | $313,422,261 | $317,166,928 | +$3,744,667 | +1.19% | |
| Symmetry Partners, Llc | 14.90% | 6,561,167 | $291,643,869 | $294,530,787 | +$2,886,918 | +0.99% | |
| Allworth Financial Lp | 1.22% | 6,464,130 | $286,748,787 | $290,174,796 | +$3,426,009 | +1.19% | |
| Commonwealth Equity Services, Llc | 0.36% | 6,290,819 | $279,626,908 | $282,394,865 | +$2,767,957 | +0.99% | |
| Bank Of America Corp | 0.02% | 5,948,676 | $263,883,278 | $267,036,066 | +$3,152,788 | +1.19% | |
| Beacon Pointe Advisors, Llc | 1.22% | 5,886,102 | $261,107,501 | $264,227,119 | +$3,119,618 | +1.19% | |
| Awm Capital, Llc | 18.10% | 5,786,464 | $257,208,363 | $259,754,369 | +$2,546,006 | +0.99% | |
| Tfo Wealth Partners, Llc | 27.56% | 5,711,324 | $253,354,323 | $256,381,334 | +$3,027,011 | +1.19% | |
| Capstone Financial Advisors, Inc. | 11.98% | 5,543,948 | $245,929,538 | $248,867,826 | +$2,938,288 | +1.19% | |
| Raymond James Financial Inc | 0.07% | 5,381,782 | $238,735,880 | $241,588,194 | +$2,852,314 | +1.19% | |
| Vestmark Advisory Solutions, Inc. | 2.10% | 5,042,328 | $223,677,689 | $226,350,104 | +$2,672,415 | +1.19% | |
| Jackson Thornton Wealth Management, Llc | 17.29% | 4,929,596 | $218,676,889 | $221,289,564 | +$2,612,675 | +1.19% | |
| Geowealth Management, Llc | 6.83% | 4,893,413 | $217,071,855 | $219,665,310 | +$2,593,455 | +1.19% | |
| Modera Wealth Management, Llc | 2.22% | 4,752,478 | $211,247,659 | $213,338,737 | +$2,091,078 | +0.99% | |
| Jfs Wealth Advisors, Llc | 9.99% | 4,515,601 | $200,312,064 | $202,705,329 | +$2,393,265 | +1.19% | |
| Baird Financial Group, Inc. | 0.27% | 4,466,378 | $198,128,528 | $200,495,708 | +$2,367,180 | +1.19% | |
| Asset Dedication, Llc | 12.46% | 4,464,536 | $198,046,838 | $200,413,021 | +$2,366,183 | +1.19% | |
| Cerity Partners Llc | 0.24% | 4,429,007 | $196,472,205 | $198,818,124 | +$2,345,919 | +1.19% | |
| Decisionpoint Financial, Llc | 33.41% | 4,293,579 | $191,751,210 | $192,738,761 | +$987,551 | +0.52% | |
| Osaic Holdings, Inc. | 0.23% | 4,319,715 | $191,628,182 | $193,912,006 | +$2,283,824 | +1.19% | |
| Stratos Investment Management, Llc | 6.81% | 4,248,964 | $188,484,067 | $190,735,994 | +$2,251,927 | +1.19% | |
| Onedigital Investment Advisors Llc | 1.59% | 4,246,503 | $188,374,857 | $190,625,520 | +$2,250,663 | +1.19% | |
| Pure Financial Advisors, Llc | 2.32% | 4,103,209 | $182,018,329 | $184,193,052 | +$2,174,723 | +1.19% | |
| Austin Asset Management Co Inc | 24.34% | 4,088,797 | $181,747,014 | $183,546,097 | +$1,799,083 | +0.99% | |
| Burton Enright Welch | 20.72% | 3,976,632 | $176,403,422 | $178,511,010 | +$2,107,588 | +1.19% | |
| Corient Private Wealth Llc | 0.24% | 3,935,874 | $174,595,367 | $176,681,384 | +$2,086,017 | +1.19% | |
| Mcglone Suttner Wealth Management, Inc. | 19.82% | 3,838,991 | $170,643,171 | $172,332,306 | +$1,689,135 | +0.99% | |
| Rockbridge Investment Management, Lcc | 13.84% | 3,841,280 | $170,399,182 | $172,435,059 | +$2,035,877 | +1.19% | |
| United Wealth Management, Llc | 44.65% | 3,796,272 | $168,744,268 | $170,414,650 | +$1,670,382 | +0.99% | |
| Triune Financial Partners, Llc | 34.97% | 3,775,213 | $167,468,427 | $169,469,312 | +$2,000,885 | +1.19% | |
| Cardiff Park Advisors, Llc | 12.97% | 3,762,389 | $166,899,592 | $168,893,642 | +$1,994,050 | +1.19% | |
| Onyx Financial Advisors, Llc | 59.45% | 3,748,047 | $166,600,674 | $168,249,830 | +$1,649,156 | +0.99% | |
| Financial Plan, Inc. | 15.59% | 3,704,312 | $164,323,279 | $166,286,566 | +$1,963,287 | +1.19% | |
| Wealth Enhancement Advisory Services, Llc | 0.24% | 3,634,909 | $163,604,944 | $163,171,065 | -$433,879 | -0.27% | |
| Betterment Llc | 0.26% | 3,524,619 | $156,352,000 | $158,220,147 | +$1,868,147 | +1.19% | |
| Von Borstel & Associates, Inc. | 31.94% | 3,511,436 | $155,767,000 | $157,628,362 | +$1,861,362 | +1.19% |
Frequently asked questions about DFAC
Who are the largest institutional holders of DFAC?
The largest institutional holders of DFAC reported in the latest SEC Form 13F filings include Mercer Global Advisors Inc, Forum Financial Management, Lp, Focus Partners Wealth, Lpl Financial Llc, and Focus Partners Advisor Solutions, Llc. InsiderSet ranks institutional holders by their latest reported DFAC position.
What is DFAC institutional ownership?
This page tracks DFAC positions reported by institutional investment managers through SEC Form 13F. DIMENSIONAL US CORE EQUITY 2 (DFAC) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own DFAC?
InsiderSet currently tracks 1,129 institutional managers reporting DFAC holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of DFAC shareholders.
How much DFAC stock do institutions own?
Institutional investment managers disclosed approximately $36.40B in DFAC holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was DFAC institutional ownership last updated?
The latest DFAC institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional DFAC holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its DFAC position after the reporting date.
Are institutions buying or selling DFAC?
Institutional buying and selling can be analyzed by comparing DFAC positions across consecutive 13F reporting periods. InsiderSet's DFAC Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View DFAC ownership changes.
How has DFAC institutional ownership changed over time?
InsiderSet tracks DFAC institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.