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

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$33.95 -0.02 (-0.06%)
Closing price 05/22/2025 04:10 PM Eastern
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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)
648
Total
Institutional Inflows
(last 12 months)
$5.42B
Number of
Institutional Sellers
(last 12 months)
433
Total
Institutional Outflows
(last 12 months)
$1.79B
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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
5/22/2025BOS Asset Management LLC10,871$359K0.1%-8.0%0.001%
5/21/2025 Geneos Wealth Management Inc.586,332$19.34M0.6%+3.7%0.061%
5/20/2025 Belpointe Asset Management LLC7,327$242K0.0%N/A0.001%
5/20/2025 Focus Partners Wealth40,316,550$1.33B3.3%+6.5%4.216%
5/20/2025 Integrity Alliance LLC.2,191,114$72.29M2.9%+12,866.7%0.229%
5/19/2025 SageView Advisory Group LLC303,928$10.03M0.4%-2.1%0.032%
5/19/2025 Client 1ST Advisory Group LLC1,299,415$42.87M16.7%-1.5%0.136%
5/19/2025 SCS Capital Management LLC28,110$927K0.0%N/A0.003%
5/16/2025 HFM Investment Advisors LLC2,716,978$89.63M26.1%N/A0.286%
5/16/2025 Ascent Group LLC14,552$480K0.0%-3.4%0.002%
5/16/2025 Coppell Advisory Solutions LLC6,229$202K0.0%+10.9%0.001%
5/16/2025 Signature Estate & Investment Advisors LLC18,726$618K0.0%-16.0%0.002%
5/16/2025 Ashton Thomas Private Wealth LLC24,960$823K0.0%+7.9%0.003%
5/16/2025 Kestra Investment Management LLC35,052$1.16M0.0%+117.9%0.004%
5/16/2025 Jones Financial Companies Lllp126,615$4.18M0.0%+369.8%0.013%
5/16/2025 Plancorp LLC10,568,884$348.67M13.8%+0.7%1.112%
5/16/2025 NewEdge Advisors LLC3,890,479$128.35M0.8%-11.8%0.409%
5/16/2025 Integrated Wealth Concepts LLC2,984,535$98.46M1.1%+0.4%0.314%
5/16/2025 Investmark Advisory Group LLC263,493$8.69M4.3%-0.3%0.028%
5/16/2025 Jentner Corp15,329$506K0.2%+127.5%0.002%
5/16/2025 Copperleaf Capital LLC141,921$4.68M2.8%+1.0%0.015%
5/16/2025 Curi RMB Capital LLC8,475$280K0.0%+23.1%0.001%
5/16/2025 Beaird Harris Wealth Management LLC49,808$1.64M0.1%-4.8%0.005%
5/16/2025 AQR Capital Management LLC492,746$16.26M0.0%+100.0%0.052%
5/16/2025 Aprio Wealth Management LLC142,667$4.71M0.6%+46.3%0.015%
5/15/2025 Family Office Research LLC362,147$11.95M5.8%+3.4%0.038%
5/15/2025 EP Wealth Advisors LLC1,469,214$48.47M0.4%+24.2%0.155%
5/15/2025 GW Henssler & Associates Ltd.8,995$297K0.0%+19.2%0.001%
5/15/2025 Focus Partners Advisor Solutions LLC16,373,873$540.17M8.2%+1.8%1.723%
5/15/2025 Royal Bank of Canada3,137,751$103.52M0.0%+16.7%0.330%
5/15/2025 Betterment LLC2,552,979$84.22M0.2%+12.5%0.269%
5/15/2025 Calton & Associates Inc.6,905$228K0.1%N/A0.001%
5/15/2025 Connecticut Wealth Management LLC37,293$1.23M0.1%-1.6%0.004%
5/15/2025 Baird Financial Group Inc.4,592,120$151.49M0.3%-1.0%0.483%
5/15/2025 Vident Advisory LLC10,189$336K0.0%N/A0.001%
5/15/2025 Tortoise Investment Management LLC269,998$8.91M0.9%+23.3%0.028%
5/14/2025 Wealth Preservation Advisors LLC3,087$102K0.1%N/A0.000%
5/14/2025 Triad Wealth Partners LLC49,260$1.63M0.5%+305.6%0.005%
5/14/2025 Note Advisors LLC94,500$3.12M2.6%+2.3%0.010%
5/14/2025 RB Capital Management LLC64,364$2.12M0.5%+5.2%0.007%
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5/14/2025 BWM Planning LLC11,888$392K0.2%+20.1%0.001%
5/14/2025 CreativeOne Wealth LLC226,418$7.47M0.2%+21.5%0.024%
5/14/2025 Entrewealth LLC224,381$7.40M5.7%-10.5%0.024%
5/14/2025 Warwick Investment Management Inc.2,515,059$82.97M17.2%-1.9%0.265%
5/14/2025 Samalin Investment Counsel LLC71,504$2.36M1.0%-39.2%0.008%
5/14/2025 Orion Capital Management LLC84,988$2.80M1.2%+15.7%0.009%
5/14/2025 WCG Wealth Advisors LLC72,641$2.40M0.2%-0.7%0.008%
5/14/2025 Wolfstich Capital LLC456,699$15.07M0.7%-43.3%0.048%
5/14/2025 McCarthy Asset Management Inc.163,668$5.40M3.9%-1.9%0.017%
5/14/2025 Hill Investment Group Partners LLC1,030,437$33.99M4.7%-79.2%0.108%
5/14/2025 Comerica Bank1,709,048$56.38M0.2%-0.7%0.180%
5/14/2025 Smartleaf Asset Management LLC226,630$7.43M0.7%+0.5%0.024%
5/14/2025 Northwestern Mutual Wealth Management Co.365,722$12.07M0.0%+2.4%0.038%
5/14/2025 Sax Wealth Advisors LLC1,940,397$64.01M4.6%-0.8%0.204%
5/14/2025 Kestra Advisory Services LLC1,871,794$61.75M0.3%-11.9%0.197%
5/14/2025 CW Advisors LLC89,706$2.96M0.0%N/A0.009%
5/14/2025 Kaufman Rossin Wealth LLC187,378$6.18M4.4%-0.4%0.020%
5/14/2025 PGIM Custom Harvest LLC8,639$285K0.0%-13.5%0.001%
5/14/2025 VanderPol Investments L.L.C.25,638$846K1.8%+12.9%0.003%
5/14/2025 TFB Advisors LLC16,524$545K0.2%-14.6%0.002%
5/14/2025 Level Four Advisory Services LLC89,397$2.95M0.1%-4.7%0.009%
5/14/2025 Arista Wealth Management LLC234,595$7.74M1.9%-0.5%0.025%
5/14/2025 Heritage Financial Services LLC5,612,395$185.15M18.3%-7.5%0.591%
5/14/2025 M Holdings Securities Inc.18,265$603K0.1%+1.8%0.002%
5/14/2025 Pollock Investment Advisors LLC63,200$2.09M1.7%+40.8%0.007%
5/14/2025 RWA Wealth Partners LLC20,166$665K0.0%+3.3%0.002%
5/14/2025 Sensible Money LLC1,801,981$59.45M25.5%+4.5%0.190%
5/13/2025 Sand Hill Global Advisors LLC26,985$890K0.0%+102.0%0.003%
5/13/2025 Aptus Capital Advisors LLC134,320$4.43M0.0%+11.7%0.014%
5/13/2025 Brooklyn Investment Group13,918$459K0.1%N/A0.001%
5/13/2025 Raymond James Financial Inc.3,326,119$109.73M0.0%-5.9%0.350%
5/13/2025 Cresset Asset Management LLC472,537$15.59M0.1%+3.9%0.050%
5/13/2025 Forvis Mazars Wealth Advisors LLC2,059,636$67.95M1.6%-16.1%0.217%
5/13/2025 EverSource Wealth Advisors LLC563,146$18.58M1.0%+12.7%0.059%
5/13/2025 Watchman Group Inc.881,758$29.09M8.2%-2.4%0.093%
5/13/2025 Waypoint Wealth Partners Inc.2,337,988$77.13M21.3%+1.4%0.246%
5/13/2025 Kovitz Investment Group Partners LLC111,017$3.66M0.0%+146.4%0.012%
5/13/2025 Vestmark Advisory Solutions Inc.4,216,350$139.10M3.6%+15.7%0.444%
5/13/2025 Brooklyn FI LLC15,259$503K0.2%+104.8%0.002%
5/13/2025 Ariadne Wealth Management LP146,724$4.85M2.6%-5.7%0.015%
5/13/2025 HighTower Advisors LLC5,914,155$195.11M0.3%-5.8%0.622%
5/13/2025 Trajan Wealth LLC627,731$20.71M1.1%-0.2%0.066%
5/12/2025 Tranquilli Financial Advisor LLC99,388$3.28M2.1%+4.5%0.010%
5/12/2025 Financial Engines Advisors L.L.C.3,084,328$101.75M0.2%-5.0%0.325%
5/12/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors4,016,699$132.95M10.5%+1.9%0.423%
5/12/2025 Meridian Wealth Management LLC111,060$3.66M0.2%-1.9%0.012%
5/12/2025 First American Trust FSB9,651$318K0.0%-13.3%0.001%
5/12/2025 Cooper Financial Group30,042$991K0.1%-7.6%0.003%
5/12/2025 Aveo Capital Partners LLC258,593$8.48M1.4%+26.2%0.027%
5/12/2025 Berger Financial Group Inc184,465$6.09M0.4%-5.2%0.019%
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5/12/2025 True North Advisors LLC79,903$2.64M0.5%N/A0.008%
5/12/2025 Arcadia Wealth Management Inc.910,085$30.02M23.4%+2.4%0.096%
5/12/2025 Townsquare Capital LLC228,873$7.55M0.1%+14.8%0.024%
5/12/2025 Savvy Advisors Inc.68,644$2.27M0.2%+11.9%0.007%
5/12/2025 National Bank of Canada FI8,831$295K0.0%+39.3%0.001%
5/12/2025 AlphaCore Capital LLC9,262$306K0.0%N/A0.001%
5/12/2025 One Degree Advisors Inc1,348,788$44.50M18.3%+6.2%0.142%
5/9/2025 Silver Oak Advisory Group Inc.336,101$11.09M5.9%-0.4%0.035%
5/9/2025 Chicago Partners Investment Group LLC923,974$30.31M1.0%-3.0%0.097%
5/9/2025 Geometric Wealth Advisors7,764,224$256.14M43.8%+3.5%0.817%
(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, 1,006 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 ($1.33B), Forum Financial Management LP ($1.25B), Buckingham Strategic Wealth LLC ($1.10B), LPL Financial LLC ($572.70M), and Focus Partners Advisor Solutions LLC ($540.17M).Learn more on DFAC's institutional investors.

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

Of the 862 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: Envestnet Asset Management Inc. ($23.39M), Mercer Global Advisors Inc. ADV ($21.82M), Apella Capital LLC ($11.81M), Forum Financial Management LP ($6.79M), Savant Capital LLC ($4.98M), LRI Investments LLC ($4.86M), and Wealthstream Advisors Inc. ($3.95M).

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

Institutional investors have bought a total of 304,012,920 shares in the last 24 months. This purchase volume represents approximately $9.43B in transactions.

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

Of the 552 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), Hill Investment Group Partners LLC ($3.93M), Forum Financial Management LP ($3.85M), Mercer Global Advisors Inc. ADV ($3.60M), Buckingham Strategic Partners LLC ($2.15M), and McGlone Suttner Wealth Management Inc. ($1.83M).

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

Institutional investors have sold a total of 74,238,998 shares in the last 24 months. This volume of shares sold represents approximately $2.40B in transactions.



This page (NYSEARCA:DFAC) was last updated on 5/23/2025 by MarketBeat.com Staff
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