DIMENSIONAL US CORE EQUITY 2 (DFAC) Institutional Ownership Changes & 13F Activity

DIMENSIONAL US CORE EQUITY 2 (DFAC). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Mercer Global Advisors Inc, Osaic Holdings, Inc., Wny Asset Management, Llc, Two Sigma Investments, Lp, and Envestnet Asset Management Inc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Elm Partners Management LlcBuy+6,201—6,201$275.09KQ2 2026Oct 07, 2026
Envestnet Asset Management IncBuy+552,680+4.2%13,812,388$612.72MQ2 2026Sep 23, 2026
Qrg Capital Management, Inc.Buy+2,338+14.3%18,716$830.24KQ2 2026Sep 23, 2026
Envestnet Portfolio Solutions, Inc.Buy+1,462+17.0%10,062$446.35KQ2 2026Sep 23, 2026
Cherry Tree Wealth Management, LlcSell-3,483-1.1%300,502$13.33MQ2 2026Sep 15, 2026
Integrated Wealth Concepts LlcBuy+21,042+0.7%3,163,278$140.32MQ2 2026Sep 09, 2026
Corient Private Wealth LlcSell-269,885-6.4%3,935,874$174.60MQ2 2026Aug 27, 2026
Financial Insights, Inc.Sell-5,288-6.8%72,907$3.23MQ2 2026Aug 25, 2026
Forefront Wealth Partners, LlcBuy+24,725+89.4%52,388$2.32MQ2 2026Aug 20, 2026
Rehmann Capital Advisory GroupSell-7,848-1.2%630,644$27.98MQ2 2026Aug 20, 2026
Clifford Swan Investment Counsel LlcSell-1,312-7.1%17,175$761.88KQ2 2026Aug 20, 2026
Mercer Global Advisors IncBuy+2,926,765+4.2%73,219,086$3.25BQ2 2026Aug 19, 2026
Kingsview Wealth Management, LlcBuy+27,598+79.4%62,354$2.77MQ2 2026Aug 19, 2026
Archer Investment CorpSell-4,647-93.8%308$13.66KQ2 2026Aug 19, 2026
Beacon Pointe Advisors, LlcSell-15,019-0.3%5,886,102$261.11MQ2 2026Aug 18, 2026
Rb Capital Management, LlcBuy+1,780+2.5%72,205$3.20MQ2 2026Aug 18, 2026
Orion Capital Management LlcSell-731-0.8%94,423$4.19MQ2 2026Aug 18, 2026
Wny Asset Management, LlcBuy+1,867,759—1,867,759$82.85MQ2 2026Aug 17, 2026
Pure Financial Advisors, LlcSell-82,840-2.0%4,103,209$182.02MQ2 2026Aug 17, 2026
Switchpoint Financial Planning, LlcBuy+75,446+10.2%814,210$36.12MQ2 2026Aug 17, 2026
Wealth Management Strategies, Inc.Buy+16,315+2.6%647,044$28.70MQ2 2026Aug 17, 2026
E-Wealth Partners, LlcSell-4,884-6.2%74,115$3.29MQ2 2026Aug 17, 2026
Empowered Funds, LlcSell-4,806-40.1%7,181$318.55KQ2 2026Aug 17, 2026
United Capital Financial Advisors, LlcSell-3,630-30.6%8,240$365.69KQ2 2026Aug 17, 2026
Equitable Holdings, Inc.Sell-2,510-0.2%1,085,010$48.13MQ2 2026Aug 17, 2026
Fsa Advisors, Inc.Sell-1,025-8.5%11,070$491.03KQ2 2026Aug 17, 2026
Km Capital Management Ltd.Buy+141+0.2%57,686$2.56MQ2 2026Aug 17, 2026
Parvin Asset Management, LlcSell-100-20.0%400$17.74KQ2 2026Aug 17, 2026
Osaic Holdings, Inc.Buy+2,047,997+90.2%4,319,715$191.63MQ2 2026Aug 14, 2026
Two Sigma Investments, LpBuy+1,106,500—1,106,500$49.08MQ2 2026Aug 14, 2026
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Frequently asked questions about DFAC activity

  • Which institutional owners are buying DFAC?

    Institutional owners buying DFAC include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in DFAC activity?

    "Buy" means an investor increased their reported position in DFAC compared to the prior reporting period. This reflects growing exposure to DIMENSIONAL US CORE EQUITY 2 (DFAC) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in DFAC increasing?

    Institutional interest in DFAC can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.