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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Elm Partners Management Llc | Buy | +6,201 | — | 6,201 | $275.09K | Q2 2026 | Oct 07, 2026 |
| Envestnet Asset Management Inc | Buy | +552,680 | +4.2% | 13,812,388 | $612.72M | Q2 2026 | Sep 23, 2026 |
| Qrg Capital Management, Inc. | Buy | +2,338 | +14.3% | 18,716 | $830.24K | Q2 2026 | Sep 23, 2026 |
| Envestnet Portfolio Solutions, Inc. | Buy | +1,462 | +17.0% | 10,062 | $446.35K | Q2 2026 | Sep 23, 2026 |
| Cherry Tree Wealth Management, Llc | Sell | -3,483 | -1.1% | 300,502 | $13.33M | Q2 2026 | Sep 15, 2026 |
| Integrated Wealth Concepts Llc | Buy | +21,042 | +0.7% | 3,163,278 | $140.32M | Q2 2026 | Sep 09, 2026 |
| Corient Private Wealth Llc | Sell | -269,885 | -6.4% | 3,935,874 | $174.60M | Q2 2026 | Aug 27, 2026 |
| Financial Insights, Inc. | Sell | -5,288 | -6.8% | 72,907 | $3.23M | Q2 2026 | Aug 25, 2026 |
| Forefront Wealth Partners, Llc | Buy | +24,725 | +89.4% | 52,388 | $2.32M | Q2 2026 | Aug 20, 2026 |
| Rehmann Capital Advisory Group | Sell | -7,848 | -1.2% | 630,644 | $27.98M | Q2 2026 | Aug 20, 2026 |
| Clifford Swan Investment Counsel Llc | Sell | -1,312 | -7.1% | 17,175 | $761.88K | Q2 2026 | Aug 20, 2026 |
| Mercer Global Advisors Inc | Buy | +2,926,765 | +4.2% | 73,219,086 | $3.25B | Q2 2026 | Aug 19, 2026 |
| Kingsview Wealth Management, Llc | Buy | +27,598 | +79.4% | 62,354 | $2.77M | Q2 2026 | Aug 19, 2026 |
| Archer Investment Corp | Sell | -4,647 | -93.8% | 308 | $13.66K | Q2 2026 | Aug 19, 2026 |
| Beacon Pointe Advisors, Llc | Sell | -15,019 | -0.3% | 5,886,102 | $261.11M | Q2 2026 | Aug 18, 2026 |
| Rb Capital Management, Llc | Buy | +1,780 | +2.5% | 72,205 | $3.20M | Q2 2026 | Aug 18, 2026 |
| Orion Capital Management Llc | Sell | -731 | -0.8% | 94,423 | $4.19M | Q2 2026 | Aug 18, 2026 |
| Wny Asset Management, Llc | Buy | +1,867,759 | — | 1,867,759 | $82.85M | Q2 2026 | Aug 17, 2026 |
| Pure Financial Advisors, Llc | Sell | -82,840 | -2.0% | 4,103,209 | $182.02M | Q2 2026 | Aug 17, 2026 |
| Switchpoint Financial Planning, Llc | Buy | +75,446 | +10.2% | 814,210 | $36.12M | Q2 2026 | Aug 17, 2026 |
| Wealth Management Strategies, Inc. | Buy | +16,315 | +2.6% | 647,044 | $28.70M | Q2 2026 | Aug 17, 2026 |
| E-Wealth Partners, Llc | Sell | -4,884 | -6.2% | 74,115 | $3.29M | Q2 2026 | Aug 17, 2026 |
| Empowered Funds, Llc | Sell | -4,806 | -40.1% | 7,181 | $318.55K | Q2 2026 | Aug 17, 2026 |
| United Capital Financial Advisors, Llc | Sell | -3,630 | -30.6% | 8,240 | $365.69K | Q2 2026 | Aug 17, 2026 |
| Equitable Holdings, Inc. | Sell | -2,510 | -0.2% | 1,085,010 | $48.13M | Q2 2026 | Aug 17, 2026 |
| Fsa Advisors, Inc. | Sell | -1,025 | -8.5% | 11,070 | $491.03K | Q2 2026 | Aug 17, 2026 |
| Km Capital Management Ltd. | Buy | +141 | +0.2% | 57,686 | $2.56M | Q2 2026 | Aug 17, 2026 |
| Parvin Asset Management, Llc | Sell | -100 | -20.0% | 400 | $17.74K | Q2 2026 | Aug 17, 2026 |
| Osaic Holdings, Inc. | Buy | +2,047,997 | +90.2% | 4,319,715 | $191.63M | Q2 2026 | Aug 14, 2026 |
| Two Sigma Investments, Lp | Buy | +1,106,500 | — | 1,106,500 | $49.08M | Q2 2026 | Aug 14, 2026 |
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.