Security record · archived quarter
DFAC
Dimensional - US Core Equity 2 ETF · Financial Services · Asset Management
57Tracked holders
-1Δ holders
216.23MShares held
$8.56BReported value
+0New positions
−1Exits
Momentum inputs (comparable managers):
holder breadth -1.7% ·
share flow -1.0% ·
net new positions -1.8%
— formula
Broad distribution — falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 63 | +7 | 228.10M | $10.12B | +7 | −1 |
| Q1 2026 | 58 | +1 | 220.44M | $8.57B | +4 | −3 |
| Q4 2025 | 57 | -1 | 216.23M | $8.56B | — | −1 |
| Q3 2025 | 8 | 0 | 7.15M | $275.67M | — | — |
| Q2 2025 | 6 | 0 | 1.29M | $46.25M | +1 | −1 |
| Q1 2025 | 3 | +1 | 531.46K | $17.53M | +1 | — |
| Q4 2024 | 2 | +1 | 328.01K | $11.35M | +1 | — |
| Q3 2024 | 1 | -3 | 193.51K | $6.64M | — | −3 |
| Q2 2024 | 4 | — | 258.15K | $8.32M | — | — |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Mercer Global Advisors Inc /Adv | 64.36M | — | $2.55B | 3.9% | n/c | 1 | SEC ↗ |
| 2 | Focus Partners Wealth | 42.70M | — | $1.69B | 1.9% | n/c | 1 | SEC ↗ |
| 3 | LPL Financial LLC | 17.74M | — | $702.42M | 0.2% | n/c | 1 | SEC ↗ |
| 4 | Envestnet Asset Management Inc | 12.09M | — | $478.73M | 0.1% | n/c | 1 | SEC ↗ |
| 5 | Corient Private Wealth LP | 9.03M | — | $357.50M | 0.2% | n/c | 1 | SEC ↗ ×3 |
| 6 | Commonwealth Equity Services, Llc | 7.96M | — | $315.00M | 0.4% | n/c | 1 | SEC ↗ |
| 7 | HighTower Advisors, LLC | 5.74M | — | $227.17M | 0.2% | n/c | 1 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 5.34M | — | $211.22M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 9 | Baird Financial Group, Inc. | 4.64M | — | $183.74M | 0.3% | n/c | 1 | SEC ↗ |
| 10 | Raymond James Financial Inc | 4.56M | — | $180.39M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 11 | Wealth Enhancement Advisory… | 4.35M | — | $175.99M | 0.2% | n/c | 1 | SEC ↗ |
| 12 | Cerity Partners LLC | 4.00M | — | $158.18M | 0.2% | n/c | 1 | SEC ↗ ×2 |
| 13 | Mariner, LLC | 3.76M | — | $149.05M | 0.2% | n/c | 1 | SEC ↗ ×3 |
| 14 | Osaic Holdings, Inc. | 3.62M | — | $143.21M | 0.2% | n/c | 1 | SEC ↗ ×3 |
| 15 | Royal Bank Of Canada | 3.11M | — | $123.15M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 16 | Financial Engines Advisors L.L.C. | 3.07M | — | $121.41M | 0.2% | n/c | 1 | SEC ↗ |
| 17 | Creative Planning | 2.42M | — | $95.69M | 0.1% | n/c | 1 | SEC ↗ |
| 18 | Assetmark, Inc | 2.29M | — | $90.62M | 0.2% | n/c | 1 | SEC ↗ |
| 19 | Cetera Investment Advisers | 1.86M | — | $73.68M | 0.1% | n/c | 1 | SEC ↗ |
| 20 | JPMorgan Chase ✦ | 1.74M | -49.9% | $68.88M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 21 | AQR Capital Management ✦ | 1.51M | +33.5% | $59.69M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 22 | UBS Group AG | 1.38M | — | $54.54M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 23 | Mml Investors Services, Llc | 978.60K | — | $38.74M | 0.1% | n/c | 1 | SEC ↗ |
| 24 | Captrust Financial Advisors | 839.26K | — | $33.23M | 0.1% | n/c | 1 | SEC ↗ |
| 25 | Truist Financial Corp | 827.99K | — | $32.78M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 26 | Quantinno Capital Management LP | 780.81K | — | $30.91M | 0.1% | n/c | 1 | SEC ↗ |
| 27 | Two Sigma Investments ✦ | 696.90K | -52.4% | $27.59M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Cwm, Llc | 595.14K | — | $23.56M | 0.1% | n/c | 1 | SEC ↗ |
| 29 | Northwestern Mutual Wealth… | 585.02K | — | $23.16M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Morgan Stanley ✦ | 505.37K | -5.3% | $20.01M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 31 | Stifel Financial Corp | 487.31K | — | $19.29M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 32 | Rockefeller Capital Management L.P. | 402.83K | — | $15.95M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 33 | Fidelity (FMR) ✦ | 372.26K | +13.2% | $14.74M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 34 | Wells Fargo & Company/Mn | 221.93K | — | $8.79M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 35 | Sei Investments Co | 185.49K | — | $7.34M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Qube Research & Technologies Ltd | 178.15K | — | $7.05M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Citigroup Inc | 177.83K | — | $7.04M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 38 | Brown Advisory Inc | 169.36K | — | $6.71M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 39 | Northern Trust Corp | 141.92K | — | $5.62M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 40 | The Vanguard Group ✦ (passive) | 111.47K | 0.0% | $4.41M | 0.0% | Held | 3 | SEC ↗ ×2 |
| 41 | Tudor Investment Corp Et Al | 94.84K | — | $3.75M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Jones Financial Companies Lllp | 89.95K | — | $3.56M | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Lido Advisors, LLC | 89.08K | — | $3.45M | 0.0% | n/c | 1 | SEC ↗ |
| 44 | BlackRock ✦ (passive) | 68.16K | +88.7% | $2.70M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 45 | Ameriprise Financial Inc | 57.01K | — | $2.26M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 46 | Us Bancorp \De\ | 54.06K | — | $2.14M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 47 | Pnc Financial Services Group, Inc. | 53.08K | — | $2.10M | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Susquehanna International Group, Llp | 51.11K | — | $2.02M | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Fifth Third Bancorp | 47.20K | — | $1.87M | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Bank of New York Mellon Corp | 31.49K | — | $1.25M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 51 | Empower Advisory Group, LLC | 24.10K | — | $954,198 | 0.0% | n/c | 1 | SEC ↗ |
| 52 | National Bank Of Canada /Fi/ | 23.82K | — | $942,818 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 53 | First Trust Advisors Lp | 16.69K | — | $660,825 | 0.0% | n/c | 1 | SEC ↗ |
| 54 | Bank Of Montreal /Can/ | 14.11K | — | $558,535 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 55 | Kayne Anderson Rudnick Investment… | 7.30K | — | $288,826 | 0.0% | n/c | 1 | SEC ↗ |
| 56 | Franklin Resources Inc | 2.60K | — | $102,934 | 0.0% | n/c | 1 | SEC ↗ |
| 57 | Russell Investments Group, Ltd. | 67 | — | $2,653 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Renaissance Technologies | $2.77M | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 1,159 holders, 832.29M shares, $31.67B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q4 2025 ·
Methodology ·
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