ETF Holders

Who owns DFAC?

US large cap

Dimensional U.S. Core Equity 2 ETF · Dimensional

1,217 institutions reported holding DFAC, worth $38.4B, in Form 13F filings for June 30, 2026.

13F holders
1,217
Institutional value
$38.4B
Change from prior quarter
+19.4%
+$6.2B, with price moves
New and sold-out firms
109 / 28
489 added, 356 trimmed

Top 10 institutional holders of DFAC

FirmLocationValueSharesChange
Mercer Global Advisors Inc.Denver, CO$3.2B73,219,086+2,926,765 shares
Forum Financial Management, LPLombard, IL$1.9B42,594,541+265,898 shares
Focus Partners WealthSt Louis, MO$1.9B42,128,827−455,293 shares
LPL Financial LLCFort Mill, SC$822.1M18,533,056+1,026,138 shares
Focus Partners Advisor Solutions, LLCSaint Louis, MO$781.1M17,607,276−238,985 shares
Apella Capital, LLCWest Hartford, CT$713.4M16,110,656+386,133 shares
Envestnet Asset Management Inc.Berwyn, PA$612.7M13,812,388+552,680 shares
Savant Capital, LLCRockford, IL$603.6M13,605,470+1,217,195 shares
Greenspring Advisors, LLCTowson, MD$560.7M12,639,119−725,421 shares
Rockwood Wealth Management, LLCNew Hope, PA$547.3M12,338,697+261,034 shares
1,207 more firms

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.

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Frequently asked questions

Who owns DFAC?

1,217 institutional managers reported holding DFAC in Form 13F filings for June 30, 2026, worth $38.4B in total. The largest reported position was held by Mercer Global Advisors Inc., at $3.2B.

Did institutions buy or sell DFAC last quarter?

Reported 13F value rose 19.4% from March 31, 2026, which includes price moves as well as buying and selling. 109 firms reported a new position and 28 sold all of theirs.

What is a Form 13F?

A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.

How often is DFAC ownership data updated?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.