Free Trial
→ Elon’s BIGGEST warning yet? (From Brownstone Research) (Ad) Free DFAC Stock Alerts

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

Dimensional U.S. Core Equity 2 ETF logo
$36.52 +0.25 (+0.69%)
As of 07/3/2025 05:00 PM Eastern
Compare

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)
$5.49B
Number of
Institutional Sellers
(last 12 months)
433
Total
Institutional Outflows
(last 12 months)
$1.79B
Get DFAC Insider Trade Alerts

Want to know when executives and insiders are buying or selling Dimensional U.S. Core Equity 2 ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

DFAC Institutional Buying and Selling by Quarter

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

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/3/2025 McLean Asset Management Corp365,195$13.25M3.5%+1.4%0.038%
7/3/2025 Trust Co of the South1,310,513$46.97M8.3%+4.1%0.135%
7/3/2025 Fiduciary Financial Group LLC676,493$24.38M4.4%+6.6%0.070%
7/2/2025 Helen Stephens Group LLC752,894$26.98M6.7%-2.8%0.078%
6/13/2025Optima Capital LLC208,879$6.89M4.4%+2.1%0.022%
6/2/2025Modern Wealth Management LLC12,634$417K0.0%+7.6%0.001%
5/30/2025Porter White Investment Advisors Inc.2,539,291$83.75M41.5%N/A0.266%
5/29/2025Parkshore Wealth Management Inc.1,435,007$47.34M27.5%+15.2%0.150%
5/28/2025Intrua Financial LLC10,752$355K0.1%-8.3%0.001%
5/27/2025Advisors Capital Management LLC99,072$3.27M0.1%+3.3%0.010%
5/23/2025Triune Financial Partners LLC3,652,494$120.50M38.3%-1.7%0.382%
5/22/2025BOS Asset Management LLC10,871$359K0.1%-8.0%0.001%
5/21/2025Geneos Wealth Management Inc.586,332$19.34M0.6%+3.7%0.061%
5/20/2025Belpointe Asset Management LLC7,327$242K0.0%N/A0.001%
5/20/2025Focus Partners Wealth40,316,550$1.33B3.3%+6.5%4.216%
5/20/2025Integrity Alliance LLC.2,191,114$72.29M2.9%+12,866.7%0.229%
5/19/2025SageView Advisory Group LLC303,928$10.03M0.4%-2.1%0.032%
5/19/2025Client 1ST Advisory Group LLC1,299,415$42.87M16.7%-1.5%0.136%
5/19/2025SCS Capital Management LLC28,110$927K0.0%N/A0.003%
5/16/2025HFM Investment Advisors LLC2,716,978$89.63M26.1%N/A0.286%
5/16/2025Ascent Group LLC14,552$480K0.0%-3.4%0.002%
5/16/2025Coppell Advisory Solutions LLC6,229$202K0.0%+10.9%0.001%
5/16/2025Signature Estate & Investment Advisors LLC18,726$618K0.0%-16.0%0.002%
5/16/2025Ashton Thomas Private Wealth LLC24,960$823K0.0%+7.9%0.003%
5/16/2025Kestra Investment Management LLC35,052$1.16M0.0%+117.9%0.004%
5/16/2025Jones Financial Companies Lllp126,615$4.18M0.0%+369.8%0.013%
5/16/2025Plancorp LLC10,568,884$348.67M13.8%+0.7%1.112%
5/16/2025NewEdge Advisors LLC3,890,479$128.35M0.8%-11.8%0.409%
5/16/2025Integrated Wealth Concepts LLC2,984,535$98.46M1.1%+0.4%0.314%
5/16/2025Investmark Advisory Group LLC263,493$8.69M4.3%-0.3%0.028%
5/16/2025Jentner Corp15,329$506K0.2%+127.5%0.002%
5/16/2025Copperleaf Capital LLC141,921$4.68M2.8%+1.0%0.015%
5/16/2025Curi RMB Capital LLC8,475$280K0.0%+23.1%0.001%
5/16/2025Beaird Harris Wealth Management LLC49,808$1.64M0.1%-4.8%0.005%
5/16/2025AQR Capital Management LLC492,746$16.26M0.0%+100.0%0.052%
5/16/2025Aprio Wealth Management LLC142,667$4.71M0.6%+46.3%0.015%
5/15/2025Family Office Research LLC362,147$11.95M5.8%+3.4%0.038%
5/15/2025EP Wealth Advisors LLC1,469,214$48.47M0.4%+24.2%0.155%
5/15/2025GW Henssler & Associates Ltd.8,995$297K0.0%+19.2%0.001%
5/15/2025Focus Partners Advisor Solutions LLC16,373,873$540.17M8.2%+1.8%1.723%
Banks aren’t ready for this altcoin—are you? (Ad)

Our expert analysts have identified a $100 billion gap in the crypto market. Only one project is perfectly positioned to fill it…

Discover our #1 crypto for the market right now.
5/15/2025Royal Bank of Canada3,137,751$103.52M0.0%+16.7%0.330%
5/15/2025Betterment LLC2,552,979$84.22M0.2%+12.5%0.269%
5/15/2025Calton & Associates Inc.6,905$228K0.1%N/A0.001%
5/15/2025Connecticut Wealth Management LLC37,293$1.23M0.1%-1.6%0.004%
5/15/2025Baird Financial Group Inc.4,592,120$151.49M0.3%-1.0%0.483%
5/15/2025Vident Advisory LLC10,189$336K0.0%N/A0.001%
5/15/2025Tortoise Investment Management LLC269,998$8.91M0.9%+23.3%0.028%
5/14/2025Wealth Preservation Advisors LLC3,087$102K0.1%N/A0.000%
5/14/2025Triad Wealth Partners LLC49,260$1.63M0.5%+305.6%0.005%
5/14/2025Note Advisors LLC94,500$3.12M2.6%+2.3%0.010%
5/14/2025RB Capital Management LLC64,364$2.12M0.5%+5.2%0.007%
5/14/2025BWM Planning LLC11,888$392K0.2%+20.1%0.001%
5/14/2025CreativeOne Wealth LLC226,418$7.47M0.2%+21.5%0.024%
5/14/2025Entrewealth LLC224,381$7.40M5.7%-10.5%0.024%
5/14/2025Warwick Investment Management Inc.2,515,059$82.97M17.2%-1.9%0.265%
5/14/2025Samalin Investment Counsel LLC71,504$2.36M1.0%-39.2%0.008%
5/14/2025Orion Capital Management LLC84,988$2.80M1.2%+15.7%0.009%
5/14/2025WCG Wealth Advisors LLC72,641$2.40M0.2%-0.7%0.008%
5/14/2025Wolfstich Capital LLC456,699$15.07M0.7%-43.3%0.048%
5/14/2025McCarthy Asset Management Inc.163,668$5.40M3.9%-1.9%0.017%
5/14/2025Hill Investment Group Partners LLC1,030,437$33.99M4.7%-79.2%0.108%
5/14/2025Comerica Bank1,709,048$56.38M0.2%-0.7%0.180%
5/14/2025Smartleaf Asset Management LLC226,630$7.43M0.7%+0.5%0.024%
5/14/2025Northwestern Mutual Wealth Management Co.365,722$12.07M0.0%+2.4%0.038%
5/14/2025Sax Wealth Advisors LLC1,940,397$64.01M4.6%-0.8%0.204%
5/14/2025Kestra Advisory Services LLC1,871,794$61.75M0.3%-11.9%0.197%
5/14/2025CW Advisors LLC89,706$2.96M0.0%N/A0.009%
5/14/2025Kaufman Rossin Wealth LLC187,378$6.18M4.4%-0.4%0.020%
5/14/2025PGIM Custom Harvest LLC8,639$285K0.0%-13.5%0.001%
5/14/2025VanderPol Investments L.L.C.25,638$846K1.8%+12.9%0.003%
5/14/2025TFB Advisors LLC16,524$545K0.2%-14.6%0.002%
5/14/2025Level Four Advisory Services LLC89,397$2.95M0.1%-4.7%0.009%
5/14/2025Arista Wealth Management LLC234,595$7.74M1.9%-0.5%0.025%
5/14/2025Heritage Financial Services LLC5,612,395$185.15M18.3%-7.5%0.591%
5/14/2025M Holdings Securities Inc.18,265$603K0.1%+1.8%0.002%
5/14/2025Pollock Investment Advisors LLC63,200$2.09M1.7%+40.8%0.007%
5/14/2025RWA Wealth Partners LLC20,166$665K0.0%+3.3%0.002%
5/14/2025Sensible Money LLC1,801,981$59.45M25.5%+4.5%0.190%
5/13/2025Sand Hill Global Advisors LLC26,985$890K0.0%+102.0%0.003%
5/13/2025Aptus Capital Advisors LLC134,320$4.43M0.0%+11.7%0.014%
5/13/2025Brooklyn Investment Group13,918$459K0.1%N/A0.001%
5/13/2025Raymond James Financial Inc.3,326,119$109.73M0.0%-5.9%0.350%
5/13/2025Cresset Asset Management LLC472,537$15.59M0.1%+3.9%0.050%
5/13/2025Forvis Mazars Wealth Advisors LLC2,059,636$67.95M1.6%-16.1%0.217%
5/13/2025EverSource Wealth Advisors LLC563,146$18.58M1.0%+12.7%0.059%
5/13/2025Watchman Group Inc.881,758$29.09M8.2%-2.4%0.093%
5/13/2025Waypoint Wealth Partners Inc.2,337,988$77.13M21.3%+1.4%0.246%
5/13/2025Kovitz Investment Group Partners LLC111,017$3.66M0.0%+146.4%0.012%
5/13/2025Vestmark Advisory Solutions Inc.4,216,350$139.10M3.6%+15.7%0.444%
5/13/2025Brooklyn FI LLC15,259$503K0.2%+104.8%0.002%
Trump Makes Major Crypto Announcement (Ad)

Pay close attention to what I'm about to share… Most investors think Trump's pro-crypto policies will lift all boats equally. They're wrong. One project stands to benefit more than any other – not by accident, but seemingly by design.

Click Here to Discover our #1 crypto for the Trump Presidency Bull Run now!
5/13/2025Ariadne Wealth Management LP146,724$4.85M2.6%-5.7%0.015%
5/13/2025HighTower Advisors LLC5,914,155$195.11M0.3%-5.8%0.622%
5/13/2025Trajan Wealth LLC627,731$20.71M1.1%-0.2%0.066%
5/12/2025Tranquilli Financial Advisor LLC99,388$3.28M2.1%+4.5%0.010%
5/12/2025Financial Engines Advisors L.L.C.3,084,328$101.75M0.2%-5.0%0.325%
5/12/2025C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors4,016,699$132.95M10.5%+1.9%0.423%
5/12/2025Meridian Wealth Management LLC111,060$3.66M0.2%-1.9%0.012%
5/12/2025First American Trust FSB9,651$318K0.0%-13.3%0.001%
5/12/2025Cooper Financial Group30,042$991K0.1%-7.6%0.003%
5/12/2025Aveo Capital Partners LLC258,593$8.48M1.4%+26.2%0.027%
(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, 1,010 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 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 865 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. ($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 162,443,674 shares in the last 24 months. This purchase volume represents approximately $5.49B in transactions.

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

Of the 433 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 ($3.93M), Mercer Global Advisors Inc. ADV ($3.60M), C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($3.33M), Forum Financial Management LP ($2.93M), McGlone Suttner Wealth Management Inc. ($1.83M), and Stratos Investment Management LLC ($1.50M).

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

Institutional investors have sold a total of 53,236,002 shares in the last 24 months. This volume of shares sold represents approximately $1.79B in transactions.


Related Companies

This page (NYSEARCA:DFAC) was last updated on 7/5/2025 by MarketBeat.com Staff
From Our Partners
Banks aren’t ready for this altcoin—are you?
Our expert analysts have identified a $100 billion gap in the crypto market. Only one project is perfectly ...
Crypto 101 Media | Sponsored
A new rule goes live in July — and the banks are quietly cashing in
A little-known regulation quietly goes into effect this July. And it's already being exploited by Wall Stre...
American Alternative | Sponsored
Is Elon's empire crumbling?
The Tesla Shock Nobody Sees Coming While headlines scream "Tesla is doomed"... Jeff Brown has uncovered ...
Brownstone Research | Sponsored
Presidential Bombshell: $150T Resource to Be Released as soon as this Summer?
Something extraordinary is happening in Washington. For the first time in over a century, a sitting Preside...
Paradigm Press | Sponsored
Post-Halving = Profit Season (Here’s How to Win It)
It happens like clockwork. Every four years, the crypto market enters a new phase — and for those who know how...
Crypto Swap Profits | Sponsored
Trump’s New Order Could Boost Social Security Benefits by 400%
If you collect—or plan to collect—Social Security, you need to see this. A new initiative tied to President...
InvestorPlace | Sponsored
INVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting Off
Right now, we’re witnessing a monumental shift in the world.
Traders Agency | Sponsored
White House to reset Social Security?
Elon Musk's parting DOGE gift looks set to shock America... A single announcement by July 22nd could soon b...
Altimetry | Sponsored