Funds holding DFA US Core Equity 2 Portfolio
ISIN US2332033974 · United States · LEI 549300ADSTXJ0S61X417
- Fund holders
- 5
- Of which ETFs
- 0 5 other funds
- Value held
- 7.7B $
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| GLOBAL EQUITY PORTFOLIO DIMENSIONAL INVESTMENT GROUP INC | 123,617,835 | 6.1B $ | 53.74 % | as of Jul 31, 2026 ↗ |
| GLOBAL ALLOCATION 60/40 PORTFOLIO DIMENSIONAL INVESTMENT GROUP INC | 24,320,714 | 1.2B $ | 32.48 % | as of Jul 31, 2026 ↗ |
| Selectively Hedged Global Equity Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 4,292,599 | 212.4M $ | 57.63 % | as of Jul 31, 2026 ↗ |
| Dimensional VA Global Moderate Allocation Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 1,984,757 | 98.2M $ | 32.48 % | as of Jul 31, 2026 ↗ |
| GLOBAL ALLOCATION 25/75 PORTFOLIO DIMENSIONAL INVESTMENT GROUP INC | 1,795,532 | 88.8M $ | 13.49 % | as of Jul 31, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of this security in each fund.
| Fund | Weight in fund | |
|---|---|---|
| Selectively Hedged Global Equity Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 57.63 % | as of Jul 31, 2026 ↗ |
| GLOBAL EQUITY PORTFOLIO DIMENSIONAL INVESTMENT GROUP INC | 53.74 % | as of Jul 31, 2026 ↗ |
| GLOBAL ALLOCATION 60/40 PORTFOLIO DIMENSIONAL INVESTMENT GROUP INC | 32.48 % | as of Jul 31, 2026 ↗ |
| Dimensional VA Global Moderate Allocation Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 32.48 % | as of Jul 31, 2026 ↗ |
| GLOBAL ALLOCATION 25/75 PORTFOLIO DIMENSIONAL INVESTMENT GROUP INC | 13.49 % | as of Jul 31, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Holders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q3 | 5 | 0 | 156,011,438 | -2.0 % |
| 2026Q2 | 5 | 0 | 159,151,659 | -1.1 % |
| 2026Q1 | 5 | 0 | 160,976,680 | -2.3 % |
| 2025Q4 | 5 | 0 | 164,829,888 | -1.6 % |
| 2025Q3 | 5 | 0 | 167,522,260 | -0.6 % |
| 2025Q2 | 5 | 0 | 168,516,220 | -1.5 % |
| 2025Q1 | 5 | 0 | 170,995,904 | -1.1 % |
| 2024Q4 | 5 | 0 | 172,877,874 | -1.4 % |
| 2024Q3 | 5 | 0 | 175,386,956 | -2.8 % |
| 2024Q2 | 5 | 0 | 180,375,620 | -1.2 % |
| 2024Q1 | 5 | 0 | 182,556,833 | -2.7 % |
| 2023Q4 | 5 | 187,649,117 |
Institutional managers
4 managers declare this security to the SEC (Form 13F).
| Manager | Shares | Value | |
|---|---|---|---|
| Coston, McIsaac & Partners | 32,753 | 1.4K $ | as of Mar 31, 2026 |
| Westside Investment Management, Inc. | 4,522 | 198.2K $ | as of Mar 31, 2026 |
| Transce3nd, LLC | 1,333 | 58K $ | as of Mar 31, 2026 |
| McIlrath & Eck, LLC | 828 | 36K $ | as of Mar 31, 2026 |
Cite this page
Titelia. "Funds holding DFA US Core Equity 2 Portfolio". https://titelia.com/en/stocks/dfa-us-core-equity-2-portfolio-US2332033974