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Who Owns Dimensional ETF Trust Dimensional U.S. Core Equity 2 ETF

Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in Dimensional ETF Trust Dimensional U.S. Core Equity 2 ETF.

Who crossed 5% of DFAC →
Managers holding
53
as of 2026-09-30
Reported value
$1.3B
summed across filings
Shares held
29.1M
Added vs trimmed
20 / 15
since each filer's last quarter

Positions as of 2026-09-30

Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.

ManagerValue
Apella Capital, LLCUS COR EQU 2 ETF17.2M shadded$776M
Conrad Siegel Investment Advisors, Inc.US COR EQU 2 ETF3M shtrimmed$131.2M
Farther Finance Advisors, LLCETF2.1M shadded$92M
Financial Symmetry IncCOM1.9M shadded$83.8M
BANNERMAN WEALTH MANAGEMENT GROUP, LLCUS COR EQU 2 ETF1.3M shadded$56.5M
JP Wealth Management, Inc.US CORE EQUITY 2812.4K shtrimmed$36.1M
Cambridge Financial Group, LLCUS COR EQU 2 ETF785.2K shheld$34.8M
Great Waters Wealth ManagementUS COR EQU 2 ETF285.7K shtrimmed$12.7M
Factor Wealth Management LTDUS COR EQU 2 ETF244.5K shtrimmed$10.9M
Venture Visionary Partners LLCUS COR EQU 2 ETF226.4K shtrimmed$10.1M
BAKER TILLY WEALTH MANAGEMENT, LLCUS COR EQU 2 ETF133.8K shtrimmed$5.9M
RVW Wealth, LLCUS CORE EQUITY 2125.2K shtrimmed$5.6M
Arbor Wealth Advisors LLCUS COR EQU 2 ETF115.8K shheld$5.1M
Nautilus Advisors LLCUS COR EQU 2 ETF96.7K shadded$4.3M
Wedmont Private CapitalUS COR EQU 2 ETF88.1K shadded$4M
Kure Advisory, LLCUS COR EQU 2 ETF86K shadded$3.8M
Pioneer Wealth Management GroupUS COR EQU 2 ETF85.5K shtrimmed$3.8M
Prosperity Planning, Inc.US COR EQU 2 ETF70.6K shtrimmed$3.1M
Cadent Capital Advisors, LLCUS COR EQU 2 ETF51.7K shheld$2.3M
Olistico Wealth, LLCETF49.1K shheld$2.2M
Cooper Financial GroupUS COR EQU 2 ETF45.5K shadded$2M
Avidian Wealth Enterprises, LLCUS COR EQU 2 ETF39.3K shadded$1.7M
ALKEME WEALTH, LLCUS COR EQU 2 ETF36K shadded$1.6M
COLLECTIVE FAMILY OFFICE LLCUS COR EQU 2 ETF32.3K shheld$1.4M
CoreCap Advisors, LLCETF21.7K shtrimmed$966K
Sprinkle Financial Consultants LLCUS COR EQU 2 ETF21.7K shadded$964.8K
SAPIENT CAPITAL LLCUS COR EQU 2 ETF19.2K shadded$855.4K
Acropolis Investment Management, LLCUS COR EQU 2 ETF17.2K shheld$766K
Vilga Financial Planning LLCUS COR EQU 2 ETF16.9K shheld$751.9K
Wealth Enhancement Trust Services, Inc.US COR EQU 2 ETF16.1K shadded$714K
ELEVATION WEALTH PARTNERS, LLCUS COR EQU 2 ETF15.5K shtrimmed$688.3K
CogentBlue Wealth Advisors, LLCUS COR EQU 2 ETF14.6K shtrimmed$647.5K
Balefire, LLCUS COR EQU 2 ETF14.5K shadded$646.1K
BOS Asset Management, LLCUS COR EQU 2 ETF13.6K shadded$605.9K
Baring Financial LLCUS COR EQU 2 ETF13.5K shtrimmed$601K
Hamilton Capital, LLCUS COR EQU 2 ETF13.5K shheld$598.4K
MARKET STREET WEALTH MANAGEMENT ADVISORS LLCUS COR EQU 2 ETF13.4K shtrimmed$596.5K
Mendota Financial Group, LLCUS COR EQU 2 ETF12.6K shtrimmed$558.2K
Monument Capital ManagementUS COR EQU 2 ETF11K shheld$489.5K
Tactive Advisors, LLCUS COR EQU 2 ETF10.9K sh—$485.6K
Legacy Private Trust Co.US COR EQU 2 ETF10.6K shadded$471.2K
CHAPIN DAVIS, INC.US COR EQU 2 ETF7.7K shheld$341.1K
Williams & Novak Wealth Management, LLCUS COR EQU 2 ETF7.1K shadded$313.9K
Graves Light Lenhart Wealth, Inc.US COR EQU 2 ETF7K shadded$311.8K
FERGUSON WELLMAN CAPITAL MANAGEMENT, INCETF6.5K sh—$286.7K
ARMSTRONG ADVISORY GROUP, INCUS COR EQU 2 ETF6.3K shadded$279.4K
Bullock Wealth Management GroupETF5.7K shadded$256.6K
Roan Capital PartnersUS COR EQU 2 ETF5.7K shheld$254.4K
Vann Equity Management LLCUS COR EQU 2 ETF5.4K shheld$241.1K
Ridgewood Investments LLCUS COR EQU 2 ETF5.2K shheld$231.7K
PARK NATIONAL CORP /OH/Com4.5K shheld$202.1K
Investors Research CorpUS COR EQU 2 ETF2.2K shheld$95.8K
MassMutual Private Wealth & Trust, FSBExchange Traded Fund1K shheld$44.5K

Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.

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