DFAC · Dimensional U.S. Core Equity 2 ETF ETF
$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.
Holders: 7
Total Value: $246,363,149
Total Shares: 5,553,723
Institutional Ownership Trend
24 quarters
Holder Concentration
Across 7 13F filers · Δ vs Mar 31, 2026Top Holder
70.9%
+8.6 pts
Top 5
99.5%
−0.5 pts
Top 10
100.0%
0.0 pts
HHI
5,405
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, 2026No qualifying movers this quarter.
Top Sellers
vs Mar 31, 2026| Institution | Sold | Now Holds | Open |
|---|---|---|---|
| Small MLG Wealth Management DBA Pine Grove Financial Group | −26,565 | 512,692 |
Top New Positions
vs Mar 31, 2026| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Large Corient Private Wealth LLC | 3,935,874 | $174,595,369 | |
| Small Schulz Wealth, LTD. | 953,100 | $42,279,516 | |
| Small Financial Insights, Inc. | 72,907 | $3,234,154 | |
| Mid Parkside Financial Bank & Trust | 52,524 | $2,329,964 | |
| Mega CITADEL ADVISORS LLC | 17,700 | $785,172 |
Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Micro Pandowealth. LLC | 994,850 | $38,659,871 | |
| Large M&T Bank Corp | 64,557 | $2,508,685 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Large Corient Private Wealth LLC DFAC | $174,595,369 | 70.87% | 3,935,874 | Shares | 2026-08-27 | |
| Small Schulz Wealth, LTD. DFAC | $42,279,516 | 17.16% | 953,100 | Shares | 2026-08-26 | |
| Small MLG Wealth Management DBA Pine Grove Financial Group DFAC | $22,743,017 | 9.23% | 512,692 | Shares | 2026-09-02 | |
| Small Financial Insights, Inc. DFAC | $3,234,154 | 1.31% | 72,907 | Shares | 2026-08-25 | |
| Mid Parkside Financial Bank & Trust Bank DFAC | $2,329,964 | 0.95% | 52,524 | Shares | 2026-09-04 | |
| Mega CITADEL ADVISORS LLC DFAC | $785,172 | 0.32% | 17,700 | Call | 2026-09-02 | |
| Small Kinetic Wealth Investment Advisors LLC DFAC | $395,957 | 0.16% | 8,926 | Shares | 2026-09-02 |