DFAC U.S. CORE EQUITY 2 PORTFOLIO: ETF CLASS SHARES: institutional ownership and insider trading
24 funds reported holding $168M of U.S. CORE EQUITY 2 PORTFOLIO: ETF CLASS SHARES in their latest 13F filings; in Q2 2026 funds net bought $199K, with 0 new positions and 0 funds selling out.
Largest institutional holders of DFAC
- Monument Group Wealth Advisors, LLC — $96.3M
- VESTIA PERSONAL WEALTH ADVISORS — $30.5M
- Root Financial Partners, LLC — $16.8M
- McCarley & Cook Financial Planners — $6.12M
- Ares Financial Consulting, LLC — $2.98M
- Strategic Blueprint, LLC — $2.10M
- Washington Trust Advisors, Inc. — $2.10M
- Align Financial, LLC — $2.03M
- Wilkerson Advisory Group LLC — $1.61M
- Rise Advisors, LLC — $1.47M
Who owns the most DFAC stock?
The largest institutional holders of U.S. CORE EQUITY 2 PORTFOLIO: ETF CLASS SHARES 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).