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Dimensional US Core Equity 2 (DFAC)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q4 2023
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Monument Group Wealth Advisors, LLC
NEW
Shares2,167,072
Change+2,167,072
Value$96.3M
Filed 2026-10-21
Creative Capital Management Investments LLC
NEW
Shares1,826,312
Change+1,826,312
Value$81.2M
Filed 2026-10-28
Vestia Personal Wealth Advisors
NEW
Shares786,051
Change+786,051
Value$30.5M
Filed 2026-10-20
EverSource Wealth Advisors, LLC
NEW
Shares618,032
Change+618,032
Value$27.5M
Filed 2026-11-04
Root Financial Partners, LLC
NEW
Shares376,880
Change+376,880
Value$16.8M
Filed 2026-10-21
Nicholas Hoffman & Company, Llc.
NEW
Shares178,819
Change+178,819
Value$7.9M
Filed 2026-10-30
Amicus Financial Advisors, LLC
NEW
Shares171,017
Change+171,017
Value$7.6M
Filed 2026-11-03
McCarley & Cook Financial Planners
DECREASED
Shares137,621 from 138,419
Change-798 (-1%)
Value$6.1M (-$23.0K)
Filed 2026-10-21
Vista Capital Partners, Inc.
NEW
Shares100,557
Change+100,557
Value$4.5M
Filed 2026-11-06
Torren Management, LLC
NEW
Shares68,058
Change+68,058
Value$3.0M
Filed 2026-10-29
Confluence Wealth Services, Inc.
NEW
Shares67,854
Change+67,854
Value$3.0M
Filed 2026-11-05
Ares Financial Consulting, LLC
NEW
Shares67,146
Change+67,146
Value$3.0M
Filed 2026-10-19
Strategic Blueprint, LLC
NEW
Shares47,349
Change+47,349
Value$2.1M
Filed 2026-10-22
Washington Trust Advisors, Inc.
NEW
Shares47,181
Change+47,181
Value$2.1M
Filed 2026-10-22
Align Financial, LLC
NEW
Shares45,580
Change+45,580
Value$2.0M
Filed 2026-10-16
Parallel Advisors, LLC
NEW
Shares43,665
Change+43,665
Value$1.9M
Filed 2026-11-03
Wilkerson Advisory Group LLC
NEW
Shares36,242
Change+36,242
Value$1.6M
Filed 2026-10-20
Rise Advisors, LLC
NEW
Shares33,059
Change+33,059
Value$1.5M
Filed 2026-10-16
Gradient Capital Advisors, LLC
NEW
Shares27,337
Change+27,337
Value$1.2M
Filed 2026-10-21
S. R. Schill & Associates
NEW
Shares24,118
Change+24,118
Value$1.1M
Filed 2026-10-20
Partners in Financial Planning
NEW
Shares20,634
Change+20,634
Value$917.2K
Filed 2026-11-06
Rebalance, LLC
NEW
Shares15,634
Change+15,634
Value$694.9K
Filed 2026-10-22
Nadler Financial Group, Inc.
NEW
Shares10,111
Change+10,111
Value$449.4K
Filed 2026-10-23
Pinnacle Wealth Management Advisory Group, LLC
NEW
Shares8,031
Change+8,031
Value$357.0K
Filed 2026-10-23
Plante Moran Financial Advisors, LLC
NEW
Shares7,260
Change+7,260
Value$322.7K
Filed 2026-11-04
Lynx Investment Advisory
NEW
Shares6,809
Change+6,809
Value$302.7K
Filed 2026-10-27
Lodestone Wealth Management LLC
NEW
Shares6,705
Change+6,705
Value$298.0K
Filed 2026-10-14
Global Trust Asset Management, LLC
NEW
Shares6,348
Change+6,348
Value$282.2K
Filed 2026-10-19
Ryan Investment Management, Inc.
NEW
Shares6,009
Change+6,009
Value$267.1K
Filed 2026-10-20
Bullock Wealth Management Group
NEW
Shares5,746
Change+5,746
Value$256.6K
Filed 2026-10-09
Klaas Financial Asset Advisors, LLC
NEW
Shares5,711
Change+5,711
Value$253.9K
Filed 2026-10-19
Hughes Financial Services, LLC
NEW
Shares3,425
Change+3,425
Value$155.8K
Filed 2026-10-30
Fortitude Family Office, LLC
NEW
Shares3,333
Change+3,333
Value$148.2K
Filed 2026-10-14
Harbor Investment Advisory, LLC
NEW
Shares2,658
Change+2,658
Value$118.1K
Filed 2026-10-13
Transce3nd, LLC
NEW
Shares1,786
Change+1,786
Value$81.0K
Filed 2026-10-26
1620 Investment Advisors, Inc.
NEW
Shares1,425
Change+1,425
Value$63.3K
Filed 2026-11-04
Hurley Capital, LLC
NEW
Shares1,274
Change+1,274
Value$56.6K
Filed 2026-11-05
CGC Financial Services, LLC
NEW
Shares1,070
Change+1,070
Value$47.6K
Filed 2026-10-13
West Paces Advisors Inc.
NEW
Shares1,025
Change+1,025
Value$45.6K
Filed 2026-10-13
Creative Financial Designs Inc
NEW
Shares1,018
Change+1,018
Value$45.3K
Filed 2026-11-04
Bare Financial Services, Inc
NEW
Shares1,007
Change+1,007
Value$44.8K
Filed 2026-11-04
Team Financial Group, LLC
NEW
Shares975
Change+975
Value$43.3K
Filed 2026-10-30
Horizon Financial Services, LLC
NEW
Shares0
Change0
Value$0
Filed 2026-11-04
Status
Monument Group Wealth Advisors, LLC
NEW2,167,072—+2,167,072——$96.3M—2026-10-21
Creative Capital Management Investments LLC
NEW1,826,312—+1,826,312——$81.2M—2026-10-28
Vestia Personal Wealth Advisors
NEW786,051—+786,051——$30.5M—2026-10-20
EverSource Wealth Advisors, LLC
NEW618,032—+618,032——$27.5M—2026-11-04
Root Financial Partners, LLC
NEW376,880—+376,880——$16.8M—2026-10-21
Nicholas Hoffman & Company, Llc.
NEW178,819—+178,819——$7.9M—2026-10-30
Amicus Financial Advisors, LLC
NEW171,017—+171,017——$7.6M—2026-11-03
McCarley & Cook Financial Planners
DECREASED137,621138,419-798-1%$6.1M$6.1M-$23.0K2026-10-21
Vista Capital Partners, Inc.
NEW100,557—+100,557——$4.5M—2026-11-06
Torren Management, LLC
NEW68,058—+68,058——$3.0M—2026-10-29
Confluence Wealth Services, Inc.
NEW67,854—+67,854——$3.0M—2026-11-05
Ares Financial Consulting, LLC
NEW67,146—+67,146——$3.0M—2026-10-19
Strategic Blueprint, LLC
NEW47,349—+47,349——$2.1M—2026-10-22
Washington Trust Advisors, Inc.
NEW47,181—+47,181——$2.1M—2026-10-22
Align Financial, LLC
NEW45,580—+45,580——$2.0M—2026-10-16
Parallel Advisors, LLC
NEW43,665—+43,665——$1.9M—2026-11-03
Wilkerson Advisory Group LLC
NEW36,242—+36,242——$1.6M—2026-10-20
Rise Advisors, LLC
NEW33,059—+33,059——$1.5M—2026-10-16
Gradient Capital Advisors, LLC
NEW27,337—+27,337——$1.2M—2026-10-21
S. R. Schill & Associates
NEW24,118—+24,118——$1.1M—2026-10-20
Partners in Financial Planning
NEW20,634—+20,634——$917.2K—2026-11-06
Rebalance, LLC
NEW15,634—+15,634——$694.9K—2026-10-22
Nadler Financial Group, Inc.
NEW10,111—+10,111——$449.4K—2026-10-23
Pinnacle Wealth Management Advisory Group, LLC
NEW8,031—+8,031——$357.0K—2026-10-23
Plante Moran Financial Advisors, LLC
NEW7,260—+7,260——$322.7K—2026-11-04
Lynx Investment Advisory
NEW6,809—+6,809——$302.7K—2026-10-27
Lodestone Wealth Management LLC
NEW6,705—+6,705——$298.0K—2026-10-14
Global Trust Asset Management, LLC
NEW6,348—+6,348——$282.2K—2026-10-19
Ryan Investment Management, Inc.
NEW6,009—+6,009——$267.1K—2026-10-20
Bullock Wealth Management Group
NEW5,746—+5,746——$256.6K—2026-10-09
Klaas Financial Asset Advisors, LLC
NEW5,711—+5,711——$253.9K—2026-10-19
Hughes Financial Services, LLC
NEW3,425—+3,425——$155.8K—2026-10-30
Fortitude Family Office, LLC
NEW3,333—+3,333——$148.2K—2026-10-14
Harbor Investment Advisory, LLC
NEW2,658—+2,658——$118.1K—2026-10-13
Transce3nd, LLC
NEW1,786—+1,786——$81.0K—2026-10-26
1620 Investment Advisors, Inc.
NEW1,425—+1,425——$63.3K—2026-11-04
Hurley Capital, LLC
NEW1,274—+1,274——$56.6K—2026-11-05
CGC Financial Services, LLC
NEW1,070—+1,070——$47.6K—2026-10-13
West Paces Advisors Inc.
NEW1,025—+1,025——$45.6K—2026-10-13
Creative Financial Designs Inc
NEW1,018—+1,018——$45.3K—2026-11-04
Bare Financial Services, Inc
NEW1,007—+1,007——$44.8K—2026-11-04
Team Financial Group, LLC
NEW975—+975——$43.3K—2026-10-30
Horizon Financial Services, LLC
NEW0—0——$0—2026-11-04
Showing 43 of 43 institutions