Skip to content

DFAC DIMENSIONAL ETF TRUST

Follow

US CORE EQUITY 2 (fund)

Filings received so far for Q3 2026: 56 13F filers report a position in DFAC shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q3 2026

Filers in the available 13F reports with a share position at 2026-09-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Apella Capital, LLC17,175,406$776M9.85%+1,064,75013F-HRTimeline
Conrad Siegel Investment Advisors, Inc.2,950,978$131M21.22%-115,98213F-HRTimeline
Farther Finance Advisors, LLC2,068,899$92M0.65%+536,49413F-HRTimeline
Financial Symmetry Inc1,885,399$83.8M26.77%+109,63513F-HRTimeline
BANNERMAN WEALTH MANAGEMENT GROUP, LLC1,270,774$56.5M32.33%+27,01113F-HRTimeline
Versant Capital Management, Inc977,257$43.4M3.72%+23,24013F-HRTimeline
JP Wealth Management, Inc.812,398$36.1M22.88%-2,57013F-HRTimeline
Cambridge Financial Group, LLC785,237$34.8M10.99%013F-HRTimeline
Great Waters Wealth Management285,686$12.7M1.14%-4,42613F-HRTimeline
Factor Wealth Management LTD244,469$10.9M1.66%-70813F-HRTimeline
Venture Visionary Partners LLC226,373$10.1M0.26%-28,14413F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC133,777$5.95M1.18%-8,78813F-HRTimeline
RVW Wealth, LLC125,191$5.56M0.36%-58513F-HRTimeline
Arbor Wealth Advisors LLC115,776$5.15M3.21%013F-HRTimeline
Nautilus Advisors LLC96,740$4.3M2.6%+1,43013F-HRTimeline
Wedmont Private Capital88,124$3.98M0.1%+11,44513F-HRTimeline
Kure Advisory, LLC85,980$3.82M1.77%+7413F-HRTimeline
Pioneer Wealth Management Group85,502$3.8M0.9%-2,60113F-HRTimeline
Prosperity Planning, Inc.70,625$3.14M0.7%-2,06713F-HRTimeline
Cadent Capital Advisors, LLC51,653$2.3M0.49%013F-HRTimeline
Olistico Wealth, LLC49,092$2.18M0.91%013F-HRTimeline
Cooper Financial Group45,542$2.02M0.16%+19,65913F-HRTimeline
Avidian Wealth Enterprises, LLC39,256$1.74M0.05%+7413F-HRTimeline
ALKEME WEALTH, LLC36,005$1.6M0.6%+30413F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC32,293$1.44M0.3%013F-HRTimeline
CoreCap Advisors, LLC21,732$966K0.03%-6,72913F-HRTimeline
Sprinkle Financial Consultants LLC21,705$965K0.38%+11713F-HRTimeline
SAPIENT CAPITAL LLC19,243$855K0.01%+14,48213F-HRTimeline
Acropolis Investment Management, LLC17,233$766K0.03%013F-HRTimeline
Vilga Financial Planning LLC16,915$752K0.45%013F-HRTimeline
Wealth Enhancement Trust Services, Inc.16,063$714K0.08%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC15,484$688K0.19%-4,02613F-HRTimeline
CogentBlue Wealth Advisors, LLC14,568$648K0.6%-2,21613F-HRTimeline
Balefire, LLC14,535$646K0.1%+59713F-HRTimeline
BOS Asset Management, LLC13,632$606K0.14%+413F-HRTimeline
Baring Financial LLC13,521$601K0.32%-4913F-HRTimeline
Hamilton Capital, LLC13,463$598K0.03%013F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…13,419$596K0.08%-1,22113F-HRTimeline
Mendota Financial Group, LLC12,558$558K0.35%-2,46213F-HRTimeline
Monument Capital Management11,012$489K0.1%013F-HRTimeline
Tactive Advisors, LLC10,924$486K0.12%new13F-HRTimeline
Legacy Private Trust Co.10,600$471K0.03%+2,13113F-HRTimeline
Marotta Asset Management10,186$453K0.08%-613F-HRTimeline
CHAPIN DAVIS, INC.7,674$341K0.07%013F-HRTimeline
Williams & Novak Wealth Management, LLC7,062$314K0.19%+50813F-HRTimeline
Graves Light Lenhart Wealth, Inc.7,014$312K0.03%+513F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC6,450$287K<0.01%new13F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC6,285$279K0.02%+613F-HRTimeline
Roan Capital Partners5,724$254K0.19%013F-HRTimeline
Vann Equity Management LLC5,424$241K0.14%013F-HRTimeline
Ridgewood Investments LLC5,213$232K0.09%013F-HRTimeline
PARK NATIONAL CORP /OH/4,547$202K0.01%013F-HRTimeline
CX Institutional4,047$180K<0.01%-1,60713F-HRTimeline
Investors Research Corp2,155$95.8K0.02%013F-HRTimeline
Planning Strategies Inc.1,288$57.3K0.03%+313F-HRTimeline
MassMutual Private Wealth & Trust, FSB1,000$44.5K<0.01%013F-HRTimeline