Security record · archived quarter
DFAC
Dimensional - US Core Equity 2 ETF · Financial Services · Asset Management
58Tracked holders
+1Δ holders
220.44MShares held
$8.57BReported value
+4New positions
−3Exits
Momentum inputs (comparable managers):
holder breadth +1.8% ·
share flow +2.0% ·
net new positions +1.7%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
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 · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Mercer Global Advisors Inc /Adv | 70.29M | +9.2% | $2.73B | 4.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Focus Partners Wealth | 42.58M | -0.3% | $1.66B | 1.8% | ▼ Trim | 2 | SEC ↗ |
| 3 | LPL Financial LLC | 17.51M | -1.3% | $680.32M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 4 | Envestnet Asset Management Inc | 13.26M | +9.7% | $515.27M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 5 | Commonwealth Equity Services, Llc | 8.34M | +4.8% | $324.00M | 0.5% | ▲ Add | 2 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 5.87M | +10.1% | $228.15M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 7 | HighTower Advisors, LLC | 5.43M | -5.3% | $211.15M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 8 | Raymond James Financial Inc | 4.61M | +1.2% | $179.20M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 9 | Cerity Partners LLC | 4.46M | +11.7% | $173.42M | 0.2% | ▲ Add | 2 | SEC ↗ ×2 |
| 10 | Baird Financial Group, Inc. | 4.41M | -4.9% | $171.53M | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 11 | Corient Private Wealth LP | 4.21M | -53.4% | $163.43M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 12 | Mariner, LLC | 4.12M | +9.4% | $160.02M | 0.2% | ▲ Add | 2 | SEC ↗ ×3 |
| 13 | Financial Engines Advisors L.L.C. | 3.11M | +1.4% | $120.80M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 14 | Royal Bank Of Canada | 3.02M | -2.9% | $117.32M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 15 | Wealth Enhancement Advisory… | 2.98M | -31.4% | $116.90M | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 16 | Creative Planning | 2.76M | +14.2% | $107.26M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 17 | Assetmark, Inc | 2.29M | 0.0% | $88.97M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 2.27M | -37.2% | $88.28M | 0.1% | ▼ Trim | 2 | SEC ↗ ×3 |
| 19 | AQR Capital Management ✦ | 2.18M | +44.3% | $84.56M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 20 | Cetera Investment Advisers | 1.87M | +0.5% | $72.65M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 21 | JPMorgan Chase ✦ | 1.90M | +9.4% | $71.96M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 22 | UBS Group AG | 1.68M | +21.8% | $65.22M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 23 | Fifth Third Bancorp | 1.63M | +3357.8% | $63.42M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 24 | UBS AM, a distinct business unit of… | 1.10M | New | $42.75M | 0.0% | New | 1 | SEC ↗ |
| 25 | Quantinno Capital Management LP | 1.01M | +28.8% | $39.09M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 26 | Mml Investors Services, Llc | 875.49K | -10.5% | $34.02M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 27 | Truist Financial Corp | 834.41K | +0.8% | $32.43M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 28 | Captrust Financial Advisors | 830.07K | -1.1% | $32.25M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 29 | Northwestern Mutual Wealth… | 633.48K | +8.3% | $24.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Morgan Stanley ✦ | 573.13K | +13.4% | $22.27M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 31 | Stifel Financial Corp | 494.58K | +1.5% | $19.22M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 32 | Cwm, Llc | 434.84K | -26.9% | $16.90M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Fidelity (FMR) ✦ | 432.07K | +16.1% | $16.79M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 34 | Rockefeller Capital Management L.P. | 430.02K | +6.8% | $16.71M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 35 | Citigroup Inc | 248.73K | +39.9% | $9.67M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 36 | Sei Investments Co | 246.85K | +33.1% | $9.59M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | BlackRock ✦ (passive) | 210.43K | +208.7% | $8.18M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 38 | Wells Fargo & Company/Mn | 201.72K | -9.1% | $7.84M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 39 | Brown Advisory Inc | 197.72K | +16.7% | $7.68M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Jones Financial Companies Lllp | 163.71K | +82.0% | $6.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | Northern Trust Corp | 139.88K | -1.4% | $5.44M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 42 | Qube Research & Technologies Ltd | 99.91K | -43.9% | $3.88M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | Renaissance Technologies ✦ | 96.80K | New | $3.76M | 0.0% | New | 1 | SEC ↗ |
| 44 | Pnc Financial Services Group, Inc. | 72.87K | +37.3% | $2.83M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 45 | Us Bancorp \De\ | 65.27K | +20.7% | $2.54M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | Bank of New York Mellon Corp | 57.68K | +83.2% | $2.24M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 47 | Lido Advisors, LLC | 44.00K | -50.6% | $1.71M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 48 | Ameriprise Financial Inc | 38.36K | -32.7% | $1.49M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 49 | CIBC Bancorp USA Inc. | 27.67K | — | $1.08M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 50 | National Bank Of Canada /Fi/ | 24.09K | +1.2% | $943,009 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 51 | First Trust Advisors Lp | 16.17K | -3.1% | $628,210 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 52 | Bank Of Montreal /Can/ | 14.11K | 0.0% | $548,237 | 0.0% | Held | 2 | SEC ↗ ×2 |
| 53 | Empower Advisory Group, LLC | 12.70K | -47.3% | $493,405 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 54 | Goldman Sachs Group ✦ | 12.40K | New | $481,903 | 0.0% | New | 1 | SEC ↗ |
| 55 | Jane Street Group, Llc | 7.88K | New | $306,061 | 0.0% | New | 1 | SEC ↗ |
| 56 | Kayne Anderson Rudnick Investment… | 7.30K | 0.0% | $283,620 | 0.0% | Held | 2 | SEC ↗ |
| 57 | Franklin Resources Inc | 2.60K | 0.0% | $101,036 | 0.0% | Held | 2 | SEC ↗ |
| 58 | Russell Investments Group, Ltd. | 1.57K | +2238.8% | $60,874 | 0.0% | ▲ Add | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| UBS AM, a distinct business… | $42.75M | 0.0% |
| Renaissance Technologies | $3.76M | 0.0% |
| Goldman Sachs Group | $481,903 | 0.0% |
| Jane Street Group, Llc | $306,061 | 0.0% |
Exited
| Two Sigma Investments | $27.59M | was 0.0% |
| Tudor Investment Corp Et Al | $3.75M | was 0.0% |
| Susquehanna International… | $2.02M | 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: Q1 2026 ·
Methodology ·
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