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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)
709
Total
Institutional Inflows
(last 12 months)
$5.63B
Number of
Institutional Sellers
(last 12 months)
490
Total
Institutional Outflows
(last 12 months)
$2.21B
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DFAC Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/8/2025Sheets Smith Investment Management5,508$212K0.1%N/A0.001%
10/8/2025New Capital Management LP2,651,875$102.28M26.8%+0.2%0.267%
10/8/2025Firethorn Wealth Partners LLC405,307$15.63M6.2%-0.8%0.041%
10/8/2025Andrews Lucia Wealth Management LLC1,855,317$71.56M43.1%-0.3%0.187%
10/8/2025RF&L Wealth Management LLC286,245$11.04M6.5%-0.5%0.029%
10/8/2025Balefire LLC7,221$279K0.1%N/A0.001%
10/8/2025Kure Advisory LLC82,216$3.17M2.0%+1.0%0.008%
10/8/2025Cypress Point Wealth Management LLC1,263,305$48.73M9.9%+7.4%0.127%
10/7/2025 McLean Asset Management Corp318,259$12.36M2.5%-12.9%0.032%
10/7/2025 Acropolis Investment Management LLC17,233$618K0.0%N/A0.002%
10/7/2025 ST Germain D J Co. Inc.25,901$999K0.0%+8.6%0.003%
10/6/2025 Keb Asset Management LLC2,049,488$79.05M17.7%+2.1%0.206%
10/6/2025 Beacon Financial Strategies CORP790,195$30.48M18.0%-3.2%0.079%
10/6/2025 Peirce Capital Management LLC816,072$31.48M13.1%-1.4%0.082%
10/6/2025 AssuredPartners Investment Advisors LLC255,182$9.84M2.2%+4.0%0.026%
10/6/2025 Baring Financial LLC152,276$5.87M4.0%+3.7%0.015%
10/6/2025 Strathmore Capital Advisors Inc.1,159,348$44.72M18.3%+2.1%0.117%
10/6/2025 Cambridge Financial Group LLC687,746$26.53M8.5%-4.8%0.069%
10/3/2025 HFG Wealth Management LLC68,663$2.46M1.3%+2.3%0.007%
10/2/2025 Trust Co of the South1,311,123$50.57M8.4%+0.0%0.134%
10/2/2025 Helen Stephens Group LLC744,508$28.72M6.4%-1.1%0.076%
9/26/2025Corient Private Wealth LLC4,796,300$171.90M0.2%-7.8%0.492%
9/23/2025RS Crum Inc.1,249,370$44.78M10.7%+0.9%0.128%
9/9/2025 Cambridge Financial Group LLC722,717$25.90M9.7%+12.4%0.074%
9/4/2025Osaic Holdings Inc.3,264,760$116.68M0.2%-18.1%0.335%
9/3/2025Ballentine Capital Advisors Inc1,507,338$54.02M25.6%-0.2%0.155%
9/2/2025FSC Wealth Advisors LLC6,907$248K0.2%N/A0.001%
8/27/2025Orion Porfolio Solutions LLC1,503,141$53.87M0.5%+111.3%0.154%
8/26/2025Thrivent Financial for Lutherans169,605$6.08M0.0%+290.5%0.017%
8/26/2025Nautilus Advisors LLC86,542$3.10M2.3%+3.9%0.009%
8/19/2025B. Riley Wealth Advisors Inc.15,687$562K0.0%N/A0.002%
8/19/2025Asset Dedication LLC4,186,694$150.05M10.9%+5.5%0.427%
8/18/2025N.E.W. Advisory Services LLC591,946$21.22M2.1%-7.2%0.060%
8/18/2025Geneos Wealth Management Inc.589,951$21.14M0.5%+0.6%0.060%
8/18/2025Hershey Financial Advisers LLC15,211$545K0.5%N/A0.002%
8/18/2025Kestra Investment Management LLC53,969$1.93M0.1%+54.0%0.006%
8/15/2025Tower Research Capital LLC TRC 11,869$425K0.0%N/A0.001%
8/15/2025North Ridge Wealth Advisors Inc.1,105,705$39.63M24.3%+1.2%0.113%
8/15/2025FFT Wealth Management LLC27,708$1.01M0.2%N/A0.003%
8/15/2025Binnacle Investments Inc490,049$17.56M11.4%+5.8%0.050%
8/15/2025Corient Private Wealth LLC4,796,300$171.90M0.2%-7.8%0.492%
8/15/2025Equitable Holdings Inc.1,092,250$39.15M0.3%+1.4%0.112%
8/15/2025Captrust Financial Advisors845,551$30.31M0.1%-0.7%0.087%
8/15/2025Keel Point LLC21,700$778K0.1%+88.5%0.002%
8/15/2025Visionary Wealth Advisors389,126$13.95M0.7%-1.7%0.040%
8/15/2025Two Sigma Securities LLC13,726$492K0.1%N/A0.001%
8/15/2025Seneschal Advisors LLC76,475$2.74M2.2%-3.2%0.008%
8/15/2025Smartleaf Asset Management LLC227,298$8.12M0.7%+0.3%0.023%
8/15/2025Orion Porfolio Solutions LLC93,941$3.37M0.0%-86.8%0.010%
8/15/2025MML Investors Services LLC1,434,639$51.42M0.1%+4.8%0.147%
8/15/2025Monograph Wealth Advisors LLC6,394,643$229.18M28.3%-5.2%0.655%
8/15/2025Freedom Financial Partners LLC222,040$7.96M3.4%-1.5%0.023%
8/15/2025Great Valley Advisor Group Inc.899,236$32.23M0.7%-6.2%0.092%
8/15/2025EP Wealth Advisors LLC1,299,720$46.58M0.3%-11.5%0.133%
8/15/2025Eaton Cambridge Inc.2,516,240$90.18M34.0%+8.8%0.258%
8/15/2025Essential Planning LLC.111,426$3.99M1.5%+26.2%0.011%
8/15/2025Curi Capital LLC97,762$3.50M0.1%+1,053.5%0.010%
8/15/2025BBR Partners LLC9,660$346K0.0%-46.2%0.001%
8/15/2025Bank of America Corp DE4,833,081$173.22M0.0%+7.1%0.495%
8/15/2025Ameriprise Financial Inc.44,846$1.61M0.0%+28.3%0.005%
8/15/2025AQR Capital Management LLC758,345$27.18M0.0%+53.9%0.078%
8/14/2025Vista Capital Partners Inc.130,529$4.68M0.5%+9.5%0.013%
8/14/2025MGB Wealth Management LLC25,811$925K0.3%-30.1%0.003%
8/14/2025Jane Street Group LLC20,935$750K0.0%-75.5%0.002%
8/14/2025Raymond James Financial Inc.3,375,863$120.99M0.0%+1.5%0.346%
8/14/2025Betterment LLC2,961,360$106.14M0.2%+16.0%0.304%
8/14/2025Quantinno Capital Management LP133,236$4.78M0.0%+20.5%0.014%
8/14/2025Diversify Wealth Management LLC398,834$14.87M0.9%-11.7%0.041%
8/14/2025Diversify Advisory Services LLC26,094$973K0.0%-3.8%0.003%
8/14/2025Peapack Gladstone Financial Corp45,335$1.63M0.0%-5.0%0.005%
8/14/2025HUB Investment Partners LLC38,716$1.39M0.0%-20.5%0.004%
8/14/2025Ieq Capital LLC114,905$4.12M0.0%+160.8%0.012%
8/14/2025Main Street Financial Solutions LLC95,508$3.42M0.2%+14.4%0.010%
8/14/2025Sei Investments Co.131,368$4.71M0.0%N/A0.013%
8/14/2025NewEdge Advisors LLC3,400,504$121.87M0.6%-12.6%0.349%
8/14/2025Qube Research & Technologies Ltd101,792$3.65M0.0%+20,631.6%0.010%
8/14/2025Certuity LLC21,994$788K0.1%N/A0.002%
8/14/2025DecisionPoint Financial LLC3,362,415$121.18M30.9%+5.3%0.345%
8/14/2025CoreFirst Bank & Trust5,816$208K0.1%N/A0.001%
8/14/2025Acorn Wealth Advisors LLC171,695$6.15M2.3%+17.2%0.018%
8/14/2025Balance Wealth LLC117,734$4.22M2.5%-17.0%0.012%
8/14/2025Cary Street Partners Financial LLC133,227$4.78M0.1%-18.8%0.014%
8/14/2025Cerity Partners LLC4,094,600$146.75M0.3%-3.1%0.420%
8/14/2025Daner Wealth Management LLC467,831$17.44M12.1%N/A0.048%
8/13/2025United Wealth Management LLC3,509,007$125.76M36.5%+2.1%0.360%
8/13/2025Vance Wealth LLC1,747,982$62.65M21.1%+4.0%0.179%
8/13/2025SageView Advisory Group LLC301,919$11.18M0.4%-0.7%0.031%
8/13/2025Cresset Asset Management LLC493,258$17.68M0.1%+4.4%0.051%
8/13/2025Brown Advisory Inc.106,522$3.82M0.0%-11.9%0.011%
8/13/2025M Holdings Securities Inc.295,357$10.54M1.8%+1,517.1%0.030%
8/13/2025GeoWealth Management LLC4,813,209$172.51M6.7%-8.7%0.493%
8/13/2025Annandale Capital LLC6,762$242K0.0%+10.6%0.001%
8/13/2025Baird Financial Group Inc.4,582,188$164.23M0.3%-0.2%0.470%
8/13/2025Parkworth Wealth Management Inc.454,937$16.31M11.8%+1.6%0.047%
8/13/2025First Trust Advisors LP16,674$598K0.0%-22.8%0.002%
8/13/2025EverSource Wealth Advisors LLC696,150$24.95M1.1%+23.6%0.071%
8/13/2025Trek Financial LLC10,299$369K0.0%N/A0.001%
8/13/2025CW Advisors LLC93,885$3.37M0.0%+4.7%0.010%
8/13/2025Nicolet Bankshares Inc.37,807$1.36M0.2%-1.6%0.004%
8/13/2025WCG Wealth Advisors LLC60,331$2.16M0.1%-16.9%0.006%
(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, 1,059 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. ($1.97B), Mercer Global Advisors Inc. ADV ($1.61B), Forum Financial Management LP ($1.39B), Focus Partners Wealth ($1.33B), Buckingham Strategic Wealth LLC ($1.10B), LPL Financial LLC ($572.70M), and Focus Partners Advisor Solutions LLC ($557.65M).Learn more on Dimensional U.S. Core Equity 2 ETF's institutional investors.

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

Of the 912 institutional investors that purchased Dimensional U.S. Core Equity 2 ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Envestnet Asset Management Inc. ($12.76M), Apella Capital LLC ($9.64M), Mercer Global Advisors Inc. ADV ($8.42M), Vestmark Advisory Solutions Inc. ($6.36M), LRI Investments LLC ($4.86M), Savant Capital LLC ($4.62M), and Wealthstream Advisors Inc. ($3.96M).

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

Institutional investors have bought a total of 163,288,966 shares in the last 24 months. This purchase volume represents approximately $5.63B in transactions.

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

Of the 490 institutional investors that sold Dimensional U.S. Core Equity 2 ETF's 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), Hill Investment Group Partners LLC ($4.28M), Mercer Global Advisors Inc. ADV ($3.60M), C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($3.40M), McGlone Suttner Wealth Management Inc. ($1.83M), Commonwealth Equity Services LLC ($1.69M), and Wolfstich Capital LLC ($1.55M).

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

Institutional investors have sold a total of 64,425,875 shares in the last 24 months. This volume of shares sold represents approximately $2.21B in transactions.



This page (NYSEARCA:DFAC) was last updated on 10/8/2025 by MarketBeat.com Staff
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