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DFAC · Dimensional U.S. Core Equity 2 ETF ETF

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$45.72 -0.04 (-0.09%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Holders: 7
Total Value: $246,363,149
Total Shares: 5,553,723

Institutional Ownership Trend

19 quarters

Holder Concentration

Across 7 13F filers · Δ vs Mar 31, 2026
Top Holder
70.9%
Dec 2021 → Jun 2026 · range 7.1% – 100.0%
+8.6 pts
Top 5
99.5%
Dec 2021 → Jun 2026 · range 25.8% – 100.0%
−0.5 pts
Top 10
100.0%
Dec 2021 → Jun 2026 · range 34.4% – 100.0%
0.0 pts
HHI
5,405
Dec 2021 → Jun 2026 · range 202 – 10,000
Highly concentrated+378

Quarterly Activity

vs Mar 31, 2026
New
6
Increased
0
Decreased
1
Sold Out
2
Unchanged
0
Holder count: +4
Institutional value: +296.6%
Shares held: +247.4%

Top Buyers

vs Mar 31, 2026
No qualifying movers this quarter.

Top Sellers

vs Mar 31, 2026
Institution Sold Now Holds Open
MLG Wealth Management DBA Pine Grove Financial Group −26,565 512,692

Top New Positions

vs Mar 31, 2026
Institution Acquired Value (USD) Open
Corient Private Wealth LLC 3,935,874 $174,595,369
Schulz Wealth, LTD. 953,100 $42,279,516
Financial Insights, Inc. 72,907 $3,234,154
Parkside Financial Bank & Trust 52,524 $2,329,964
CITADEL ADVISORS LLC 17,700 $785,172

Top Sold-Out Positions

vs Mar 31, 2026
Institution Previously Held Last Value (USD) Open
Pandowealth. LLC 994,850 $38,659,871
M&T Bank Corp 64,557 $2,508,685
Filter: New 6 Increased 0 Reduced 1 Sold out 2 Unchanged 0
Showing 7 of 7
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Corient Private Wealth LLC DFAC $174,595,369 70.87% 3,935,874
Schulz Wealth, LTD. DFAC $42,279,516 17.16% 953,100
MLG Wealth Management DBA Pine Grove Financial Group DFAC $22,743,017 9.23% 512,692
Financial Insights, Inc. DFAC $3,234,154 1.31% 72,907
Parkside Financial Bank & Trust DFAC $2,329,964 0.95% 52,524
CITADEL ADVISORS LLC DFAC $785,172 0.32% 17,700
Kinetic Wealth Investment Advisors LLC DFAC $395,957 0.16% 8,926