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Dimensional US Core Equity 2 (DFAC)

CUSIP: 25239Y212 | NYSE | 41 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q4 2023
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Institutional Holders — Q3 2026

Monument Group Wealth Advisors, LLC2,167,072
45.3% of portfolio›$96.3M
Creative Capital Management Investments LLC1,826,312
18.3% of portfolio›$81.2M
Vestia Personal Wealth Advisors786,051
11.6% of portfolio›$30.5M
EverSource Wealth Advisors, LLC618,032
0.9% of portfolio›$27.5M
Root Financial Partners, LLC376,880
0.6% of portfolio›$16.8M
Nicholas Hoffman & Company, Llc.178,819
0.2% of portfolio›$7.9M
Amicus Financial Advisors, LLC171,017
1.9% of portfolio›$7.6M
McCarley & Cook Financial Planners137,621
4.6% of portfolio›$6.1M
Torren Management, LLC68,058
1.5% of portfolio›$3.0M
Confluence Wealth Services, Inc.67,854
0.1% of portfolio›$3.0M
Ares Financial Consulting, LLC67,146
2.1% of portfolio›$3.0M
Strategic Blueprint, LLC47,349
0.1% of portfolio›$2.1M
Washington Trust Advisors, Inc.47,181
0.1% of portfolio›$2.1M
Align Financial, LLC45,580
1.0% of portfolio›$2.0M
Parallel Advisors, LLC43,665
0.0% of portfolio›$1.9M
Wilkerson Advisory Group LLC36,242
0.5% of portfolio›$1.6M
Rise Advisors, LLC33,059
0.4% of portfolio›$1.5M
Gradient Capital Advisors, LLC27,337
0.3% of portfolio›$1.2M
S. R. Schill & Associates24,118
0.7% of portfolio›$1.1M
Rebalance, LLC15,634
0.0% of portfolio›$694.9K
Nadler Financial Group, Inc.10,111
0.0% of portfolio›$449.4K
Pinnacle Wealth Management Advisory Group, LLC8,031
0.0% of portfolio›$357.0K
Plante Moran Financial Advisors, LLC7,260
0.0% of portfolio›$322.7K
Lynx Investment Advisory6,809
0.1% of portfolio›$302.7K
Lodestone Wealth Management LLC6,705
0.1% of portfolio›$298.0K
Global Trust Asset Management, LLC6,348
0.1% of portfolio›$282.2K
Ryan Investment Management, Inc.6,009
0.1% of portfolio›$267.1K
Bullock Wealth Management Group5,746
0.1% of portfolio›$256.6K
Klaas Financial Asset Advisors, LLC5,711
0.0% of portfolio›$253.9K
Hughes Financial Services, LLC3,425
0.0% of portfolio›$155.8K
Fortitude Family Office, LLC3,333
0.0% of portfolio›$148.2K
Harbor Investment Advisory, LLC2,658
0.0% of portfolio›$118.1K
Transce3nd, LLC1,786
0.1% of portfolio›$81.0K
1620 Investment Advisors, Inc.1,425
0.0% of portfolio›$63.3K
Hurley Capital, LLC1,274
0.0% of portfolio›$56.6K
CGC Financial Services, LLC1,070
0.0% of portfolio›$47.6K
West Paces Advisors Inc.1,025
0.0% of portfolio›$45.6K
Creative Financial Designs Inc1,018
0.0% of portfolio›$45.3K
Bare Financial Services, Inc1,007
0.0% of portfolio›$44.8K
Team Financial Group, LLC975
0.0% of portfolio›$43.3K
Horizon Financial Services, LLC0
0.0% of portfolio›$0
StyleTurnoverLocationFiled
Monument Group Wealth Advisors, LLC
2,167,072$96.3M45.3%ETFHighConcord, MA2026-10-21
Creative Capital Management Investments LLC
1,826,312$81.2M18.3%ETFLowSan Diego, CA2026-10-28
Vestia Personal Wealth Advisors
786,051$30.5M11.6%ETFMediumFort Wayne, IN2026-10-20
EverSource Wealth Advisors, LLC
618,032$27.5M0.9%CoreMediumBirmingham, AL2026-11-04
Root Financial Partners, LLC
376,880$16.8M0.6%ETFMediumEncinitas, CA2026-10-21
Nicholas Hoffman & Company, Llc.
178,819$7.9M0.2%ETFVery LowAtlanta, GA2026-10-30
Amicus Financial Advisors, LLC
171,017$7.6M1.9%ETFLowLubbock, TX2026-11-03
McCarley & Cook Financial Planners
137,621$6.1M4.6%ETFLowCincinnati, OH2026-10-21
Torren Management, LLC
68,058$3.0M1.5%ETFMediumSan Diego, CA2026-10-29
Confluence Wealth Services, Inc.
67,854$3.0M0.1%ETFVery LowMcmurray, PA2026-11-05
Ares Financial Consulting, LLC
67,146$3.0M2.1%CoreLowCalabasas, CA2026-10-19
Strategic Blueprint, LLC
47,349$2.1M0.1%ETFLowAtlanta, GA2026-10-22
Washington Trust Advisors, Inc.
47,181$2.1M0.1%GrowthLowWellesley, MA2026-10-22
Align Financial, LLC
45,580$2.0M1.0%ETFVery LowHermantown, MN2026-10-16
Parallel Advisors, LLC
43,665$1.9M0.0%IndexLowSan Francisco, CA2026-11-03
Wilkerson Advisory Group LLC
36,242$1.6M0.5%ETFMediumColumbia, MO2026-10-20
Rise Advisors, LLC
33,059$1.5M0.4%ETFMediumRochester, NY2026-10-16
Gradient Capital Advisors, LLC
27,337$1.2M0.3%ETFLowSan Diego, CA2026-10-21
S. R. Schill & Associates
24,118$1.1M0.7%ETFMediumMercer Island, WA2026-10-20
Rebalance, LLC
15,634$694.9K0.0%ETFVery LowPalo Alto, CA2026-10-22
Nadler Financial Group, Inc.
10,111$449.4K0.0%ETFVery LowDeerfield, IL2026-10-23
Pinnacle Wealth Management Advisory Group, LLC
8,031$357.0K0.0%GrowthLowRed Bank, NJ2026-10-23
Plante Moran Financial Advisors, LLC
7,260$322.7K0.0%ETFVery LowSouthfield, MI2026-11-04
Lynx Investment Advisory
6,809$302.7K0.1%ETFLowWashington, Dc, DC2026-10-27
Lodestone Wealth Management LLC
6,705$298.0K0.1%CoreLowSpokane, WA2026-10-14
Global Trust Asset Management, LLC
6,348$282.2K0.1%GrowthMediumPalm Beach Gardens, FL2026-10-19
Ryan Investment Management, Inc.
6,009$267.1K0.1%ETFVery HighBasalt, CO2026-10-20
Bullock Wealth Management Group
5,746$256.6K0.1%GrowthLowBloomington, IN2026-10-09
Klaas Financial Asset Advisors, LLC
5,711$253.9K0.0%ETFVery LowLoves Park, IL2026-10-19
Hughes Financial Services, LLC
3,425$155.8K0.0%ETFLowHerndon, VA2026-10-30
Fortitude Family Office, LLC
3,333$148.2K0.0%ETFMediumScottsdale, AZ2026-10-14
Harbor Investment Advisory, LLC
2,658$118.1K0.0%GrowthLowLutherville, MD2026-10-13
Transce3nd, LLC
1,786$81.0K0.1%GrowthLowBuda, TX2026-10-26
1620 Investment Advisors, Inc.
1,425$63.3K0.0%ValueLowPlymouth, MA2026-11-04
Hurley Capital, LLC
1,274$56.6K0.0%GARPMediumNew York, NY2026-11-05
CGC Financial Services, LLC
1,070$47.6K0.0%ETFLowLake Oswego, OR2026-10-13
West Paces Advisors Inc.
1,025$45.6K0.0%ETFLowAtlanta, GA2026-10-13
Creative Financial Designs Inc
1,018$45.3K0.0%ETFMediumKokomo, IN2026-11-04
Bare Financial Services, Inc
1,007$44.8K0.0%ETFVery LowGap, PA2026-11-04
Team Financial Group, LLC
975$43.3K0.0%ETFLowTemecula, CA2026-10-30
Horizon Financial Services, LLC
0$00.0%ETFLowWinston Salem, NC2026-11-04