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Dimensional U.S. Core Equity 2 ETF (DFAC) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC)

Number of
Institutional Buyers
(last 12 months)
615
Total
Institutional Inflows
(last 12 months)
$5.03B
Number of
Institutional Sellers
(last 12 months)
396
Total
Institutional Outflows
(last 12 months)
$1.53B
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DFAC Institutional Buying and Selling by Quarter

Dimensional U.S. Core Equity 2 ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/2/2025LJI Wealth Management LLC87,555$2.89M0.6%-1.9%0.009%
5/2/2025Apollon Financial LLC261,651$8.63M2.0%+2,305.1%0.028%
5/2/2025Apollon Wealth Management LLC156,259$5.16M0.1%+0.7%0.016%
5/2/2025Red Wave Investments LLC269,532$8.89M3.2%-1.4%0.028%
5/2/2025Sigma Planning Corp10,769$355K0.0%-36.6%0.001%
5/1/2025Legacy Financial Group Inc.579,333$19.11M6.1%-1.5%0.061%
5/1/2025LRI Investments LLC2,410,102$79.51M6.8%-3.0%0.254%
5/1/2025Kerntke Otto McGlone Wealth Management Group145,303$4.79M4.2%-68.1%0.015%
5/1/2025Asset Dedication LLC3,969,056$130.94M10.6%-1.6%0.418%
5/1/2025Woodside Wealth Management LLC216,896$7.16M6.6%N/A0.023%
5/1/2025CWM LLC602,436$19.87M0.1%+3.6%0.063%
5/1/2025Hughes Financial Services LLC1,545$51K0.0%N/A0.000%
5/1/2025United Wealth Management LLC3,435,982$113.35M35.5%+9.4%0.362%
5/1/2025Oxbow Advisors LLC10,907$360K0.0%N/A0.001%
5/1/2025Valued Wealth Advisors LLC160,711$5.30M3.2%-0.7%0.017%
5/1/2025Acorn Wealth Advisors LLC146,494$4.83M2.0%+4.1%0.015%
5/1/2025MilWealth Group LLC795,438$26.24M7.2%-0.2%0.084%
5/1/2025Bridge Generations Wealth Management LLC1,042,578$34.40M21.6%+1.1%0.110%
5/1/2025ARK & TLK Investments LLC1,979,956$65.32M23.0%+0.7%0.208%
5/1/2025Hippocratic Financial Advisors LLC1,653,037$54.53M32.5%+10.6%0.174%
5/1/2025Lane & Associates LLC35,848$1.18M0.6%+7.3%0.004%
5/1/2025Austin Wealth Management LLC1,083,355$34.66M6.9%-7.8%0.114%
5/1/2025Diversify Wealth Management LLC451,473$14.61M1.1%-15.3%0.048%
5/1/2025Sage Rhino Capital LLC18,761$619K0.1%+2.4%0.002%
4/30/2025 Vestia Personal Wealth Advisors316,278$10.43M7.8%+13.1%0.033%
4/30/2025 Cerity Partners LLC4,223,927$139.35M0.3%+1.1%0.444%
4/30/2025 Phillips Financial Management LLC757,053$24.98M1.9%-5.1%0.080%
4/30/2025 TRU Independence Asset Management 2 LLC368,783$12.17M9.1%+9.3%0.039%
4/30/2025 Financial Synergies Wealth Advisors Inc.32,345$1.07M0.1%+2.0%0.003%
4/30/2025 Allworth Financial LP4,570,089$146.20M0.8%+8.6%0.481%
4/30/2025 tru Independence LLC451,863$14.91M4.6%+43.0%0.048%
4/30/2025 Heritage Wealth Management Inc. CA 145,462$4.80M3.6%-1.6%0.015%
4/30/2025 Poinciana Advisors Group LLC242,157$7.99M8.3%-1.2%0.025%
4/30/2025 Forthright Family Wealth Advisory LLC294,334$9.71M6.4%+2.2%0.031%
4/30/2025 Index Fund Advisors Inc.103,299$3.41M0.2%-6.6%0.011%
4/30/2025 Mraz Amerine & Associates Inc.18,340$602K0.1%-13.5%0.002%
4/30/2025 Axxcess Wealth Management LLC145,265$4.79M0.1%N/A0.015%
4/30/2025 Rehmann Capital Advisory Group513,093$16.93M1.1%+1.4%0.054%
4/30/2025 Financial Symmetry Inc1,229,852$40.57M24.9%+10.8%0.129%
4/30/2025 49 Wealth Management LLC69,044$2.28M0.3%N/A0.007%
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4/30/2025 Stratos Wealth Partners LTD.314,990$10.39M0.2%+0.5%0.033%
4/30/2025 Stratos Investment Management LLC3,315,673$109.38M5.8%-31.2%0.349%
4/30/2025 Vested Financial Planning LLC1,040,633$34.33M34.3%-5.4%0.110%
4/30/2025 Aurelius Family Office LLC725,748$23.94M12.1%+0.2%0.076%
4/30/2025 Brown Advisory Inc.120,896$3.99M0.0%+39.2%0.013%
4/30/2025 Jessup Wealth Management Inc9,243$305K0.1%N/A0.001%
4/30/2025 Gibraltar Capital Management Inc.25,395$838K0.2%N/A0.003%
4/30/2025 Crossmark Global Holdings Inc.6,261$207K0.0%N/A0.001%
4/30/2025 Washington Trust Bank9,125$301K0.0%N/A0.001%
4/30/2025 Core Wealth Management Inc.2,948,489$97.27M37.3%-0.1%0.310%
4/29/2025 Callan Capital LLC110,165$3.63M0.3%-6.5%0.012%
4/29/2025 Capital Advisors Inc. OK18,497$610K0.0%-7.7%0.002%
4/29/2025 Envestnet Asset Management Inc.52,206,307$1.72B0.6%-8.8%5.494%
4/29/2025 Schulz Wealth LTD.735,098$24.25M18.5%+3.6%0.077%
4/29/2025 Pure Portfolios Holdings LLC11,880$392K0.1%-2.6%0.001%
4/29/2025 Cloud Capital Management LLC687,789$22.69M16.1%N/A0.072%
4/29/2025 SwitchPoint Financial Planning LLC678,627$22.39M21.2%-2.8%0.071%
4/29/2025 McGlone Suttner Wealth Management Inc.3,585,004$118.27M19.4%+0.8%0.377%
4/29/2025 Olistico Wealth LLC51,985$1.72M1.1%-2.1%0.005%
4/29/2025 Sutton Place Investors LLC231,555$7.64M5.1%-0.5%0.024%
4/29/2025 Stage Harbor Financial LLC18,527$611K0.5%+2.7%0.002%
4/29/2025 Concurrent Investment Advisors LLC9,540$315K0.0%N/A0.001%
4/29/2025 Discipline Wealth Solutions LLC908,297$29.97M14.3%+3.8%0.096%
4/29/2025 Bank of New York Mellon Corp29,738$981K0.0%-4.2%0.003%
4/29/2025 World Investment Advisors34,748$1.15M0.0%+2.1%0.004%
4/29/2025 Jackson Thornton Wealth Management LLC4,965,047$153.22M20.3%-1.1%0.522%
4/29/2025 von Borstel & Associates Inc.3,038,167$100.23M29.9%+33.4%0.320%
4/29/2025 Morris Financial Concepts Inc.206,789$6.82M2.9%-0.9%0.022%
4/29/2025 Mills Wealth Advisors LLC766,235$25.28M13.4%+8.1%0.081%
4/29/2025 New Capital Management LP2,789,275$92.02M26.4%-5.7%0.294%
4/29/2025 Strategic Blueprint LLC52,065$1.72M0.1%+12.0%0.005%
4/29/2025 OneDigital Investment Advisors LLC3,610,733$119.12M1.4%+10.7%0.380%
4/29/2025 Baker Boyer National Bank1,807,945$59.64M22.0%+0.8%0.190%
4/29/2025 Avantax Planning Partners Inc.569,330$18.78M0.7%-0.5%0.060%
4/29/2025 Silver Oak Securities Incorporated33,852$1.11M0.1%+11.4%0.004%
4/29/2025 Aviance Capital Partners LLC61,152$2.02M0.3%-1.9%0.006%
4/28/2025 North Capital Inc.14,873$491K0.5%N/A0.002%
4/28/2025 D.A. Davidson & CO.122,977$4.06M0.0%-1.7%0.013%
4/28/2025 Mutual Advisors LLC127,209$4.08M0.1%+6.4%0.013%
4/28/2025 Straight Path Wealth Management1,326,055$43.75M17.7%+6.6%0.140%
4/28/2025 Lodestone Wealth Management LLC6,705$221K0.1%-78.0%0.001%
4/28/2025 Clune & Associates LTD.229,833$7.58M2.3%-0.7%0.024%
4/28/2025 Axis Wealth Partners LLC44,614$1.47M1.1%+17.1%0.005%
4/28/2025 First Horizon Advisors Inc.3,648$120K0.0%-65.1%0.000%
4/28/2025 Revisor Wealth Management LLC25,699$848K0.4%+255.0%0.003%
4/28/2025 Private Trust Co. NA118,519$3.91M0.4%-5.5%0.012%
4/28/2025 American Capital Advisory LLC702,362$23.17M12.5%+3.0%0.074%
4/28/2025 BCO Wealth Management LLC777,130$25.64M20.1%+8.3%0.082%
4/28/2025 CarsonAllaria Wealth Management Ltd.23,880$788K0.5%-3.2%0.003%
4/28/2025 Ballentine Capital Advisors Inc1,510,819$49.84M25.3%+1.4%0.159%
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4/28/2025 Rossby Financial LCC5,224$168K0.1%N/A0.001%
4/28/2025 Vermillion Wealth Management Inc.36,664$1.21M0.4%-3.1%0.004%
4/28/2025 Red Lighthouse Investment Management LLC1,097,481$35.07M14.0%+0.9%0.115%
4/28/2025 Quarry Hill Advisors LLC703,021$23.19M15.1%+2.4%0.074%
4/28/2025 BetterWealth LLC2,738,803$90.35M25.4%-3.8%0.288%
4/28/2025 ABLE Financial Group LLC913,854$30.15M8.5%N/A0.096%
4/25/2025 Mather Group LLC.832,928$27.48M0.3%-1.7%0.088%
4/25/2025 Heritage Investment Group Inc.2,348,393$77.47M14.6%+1.9%0.247%
4/25/2025 Oceanside Advisors LLC321,755$10.62M7.7%+2.7%0.034%
4/25/2025 EnRich Financial Partners LLC13,783$455K0.2%+5.3%0.001%
(Data available from 1/1/2016 forward)

DFAC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DFAC shares?

During the previous two years, 996 institutional investors and hedge funds held shares of Dimensional U.S. Core Equity 2 ETF. The most heavily invested institutionals were Envestnet Asset Management Inc. ($1.72B), Mercer Global Advisors Inc. ADV ($1.61B), Focus Partners Wealth ($1.34B), Forum Financial Management LP ($1.30B), Buckingham Strategic Wealth LLC ($1.10B), LPL Financial LLC ($628.30M), and Focus Partners Advisor Solutions LLC ($556.56M).Learn more on DFAC's institutional investors.

Which institutional investors have been buying Dimensional U.S. Core Equity 2 ETF stock?

Of the 854 institutional investors that purchased Dimensional U.S. Core Equity 2 ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Summit Wealth Group LLC ($30.89M), Envestnet Asset Management Inc. ($29.66M), Mercer Global Advisors Inc. ADV ($21.82M), Apella Capital LLC ($11.81M), Guardian Wealth Advisors LLC ($9.11M), Forum Financial Management LP ($6.57M), and Savant Capital LLC ($5.14M).

How much institutional buying is happening at Dimensional U.S. Core Equity 2 ETF?

Institutional investors have bought a total of 355,288,378 shares in the last 24 months. This purchase volume represents approximately $10.60B in transactions.

Which Dimensional U.S. Core Equity 2 ETF major shareholders have been selling company stock?

Of the 525 institutional investors that sold Dimensional U.S. Core Equity 2 ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Envestnet Asset Management Inc. ($5.06M), C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($4.89M), Forum Financial Management LP ($3.85M), Mercer Global Advisors Inc. ADV ($3.60M), Buckingham Strategic Partners LLC ($2.15M), McGlone Suttner Wealth Management Inc. ($1.83M), and Greenspring Advisors LLC ($1.71M).

How much institutional selling is happening at Dimensional U.S. Core Equity 2 ETF?

Institutional investors have sold a total of 64,243,795 shares in the last 24 months. This volume of shares sold represents approximately $2.06B in transactions.


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This page (NYSEARCA:DFAC) was last updated on 5/2/2025 by MarketBeat.com Staff
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