13F Insight
DOSSIER · 13F Holders · Q3 2026
DFAC

DFA INVT DIMENSIONS GROUP INC U.S. CORE EQTY 2

24 institutions still hold DFA INVT DIMENSIONS GROUP INC U.S. CORE EQTY 2 as of Q3 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 25239Y212·24 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$167M
visible holders
Holders
24
filers reporting
Concentration
57.63%
Monument Group Wealth Advisors, LLC #1
top holder share
AI Holders Summary · Q3 2026

24 institutions reported DFAC in Q3 2026. Monument Group Wealth Advisors, LLC leads at 57.6% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Monument Group Wealth Advisors, LLC
CIK 0001965665
$96M2.2M45.26%Q3 202602
VESTIA PERSONAL WEALTH ADVISORS
CIK 0002033299
$31M786K11.55%Q3 202603
Root Financial Partners, LLC
CIK 0001977181
$17M377K0.56%Q3 202604
McCarley & Cook Financial Planners
CIK 0002159252
$6M138K4.64%Q3 202605
Ares Financial Consulting, LLC
CIK 0002106717
$3M67K2.06%Q3 202606
Strategic Blueprint, LLC
CIK 0001767821
$2M47K0.10%Q3 202607
Washington Trust Advisors, Inc.
CIK 0001900099
$2M47K0.15%Q3 202608
Align Financial, LLC
CIK 0002089183
$2M46K0.97%Q3 202609
Wilkerson Advisory Group LLC
CIK 0002079661
$2M36K0.48%Q3 202610
Rise Advisors, LLC
CIK 0001831316
$1M33K0.41%Q3 202611
Gradient Capital Advisors, LLC
CIK 0001727917
$1M27K0.28%Q3 202612
S. R. Schill & Associates
CIK 0001616004
$1M24K0.67%Q3 202613
REBALANCE, LLC
CIK 0001811052
$695K16K0.04%Q3 202614
Nadler Financial Group, Inc.
CIK 0001541787
$449K10K0.04%Q3 202615
Pinnacle Wealth Management Advisory Group, LLC
CIK 0001631864
$357K8K0.02%Q3 202616
Lodestone Wealth Management LLC
CIK 0001950158
$298K7K0.10%Q3 202617
Global Trust Asset Management, LLC
CIK 0001729672
$282K6K0.09%Q3 202618
Ryan Investment Management, Inc.
CIK 0002074440
$267K6K0.11%Q3 202619
Bullock Wealth Management Group
CIK 0002067581
$257K6K0.11%Q3 202620
Klaas Financial Asset Advisors, LLC
CIK 0001819279
$254K6K0.03%Q3 2026
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