U.S. CORE EQUITY 2 PORTFOLIO: ETF CLASS SHARES (DFAC) — institutional ownership

24 funds reported holding U.S. CORE EQUITY 2 PORTFOLIO: ETF CLASS SHARES in their latest 13F filings, worth $168M in total (CUSIP 25239Y212).

Largest holders

  1. Monument Group Wealth Advisors, LLC — $96.3M
  2. VESTIA PERSONAL WEALTH ADVISORS — $30.5M
  3. Root Financial Partners, LLC — $16.8M
  4. McCarley & Cook Financial Planners — $6.12M
  5. Ares Financial Consulting, LLC — $2.98M
  6. Strategic Blueprint, LLC — $2.10M
  7. Washington Trust Advisors, Inc. — $2.10M
  8. Align Financial, LLC — $2.03M
  9. Wilkerson Advisory Group LLC — $1.61M
  10. Rise Advisors, LLC — $1.47M

Insider buying and selling at U.S. CORE EQUITY 2 PORTFOLIO: ETF CLASS SHARES

Who owns the most DFAC stock?

The largest institutional holders in the latest 13F filings are Monument Group Wealth Advisors, LLC ($96.3M), VESTIA PERSONAL WEALTH ADVISORS ($30.5M), Root Financial Partners, LLC ($16.8M).

How many funds own DFAC?

24 funds reported holding it, worth $168M in total.