§ EQUITY
USDDFAC
DIMENSIONAL US CORE EQUITY 2
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
582 increased/new, 368 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| MERCER GLOBAL ADVISORS INC /ADV | 70.3M | 4.0% | +9% |
| Focus Partners Wealth | 42.6M | 1.8% | −0% |
| Forum Financial Management, LP | 42.3M | 23.3% | +3% |
| Focus Partners Advisor Solutions, LLC | 17.8M | 7.0% | +12% |
| LPL Financial LLC | 17.5M | 0.2% | −1% |
| Apella Capital, LLC | 15.7M | 9.8% | +13% |
◇ AC INTELLIGENCE
Top institutional owners for DFAC as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER96.5% · 1,095 holders
DEALER / BANK3.0% · 39 holders
INCOME / DEFENSIVE0.3% · 12 holders
SYSTEMATIC / QUANT0.1% · 4 holders
PASSIVE / INDEX0.1% · 4 holders
QUALITY / COMPOUNDER0.1% · 5 holders
TACTICAL / MACRO0.0% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for DFAC in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention DFAC yet.