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

Dimensional U.S. Core Equity 2 ETF logo
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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)
706
Total
Institutional Inflows
(last 12 months)
$5.90B
Number of
Institutional Sellers
(last 12 months)
501
Total
Institutional Outflows
(last 12 months)
$2.16B
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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
10/22/2025Riverchase Wealth Management LLC422,941$16.31M9.2%-12.3%0.042%
10/22/2025D.A. Davidson & CO.121,642$4.69M0.0%+1.1%0.012%
10/22/2025Stone Summit Wealth LLC40,602$1.57M0.4%-69.4%0.004%
10/22/2025Greenspring Advisors LLC7,605,462$293.34M51.9%N/A0.763%
10/22/2025Capstone Capital LLC1,722,332$66.43M44.6%-0.8%0.173%
10/22/2025Commonwealth Equity Services LLC8,634,946$333.05M0.4%-1.2%0.866%
10/22/2025Five Oceans Advisors373,524$14.41M5.3%+2.7%0.037%
10/22/2025Porter White Investment Advisors Inc.2,437,171$94.00M40.4%-0.3%0.245%
10/22/2025Earned Wealth Advisors LLC1,499,464$57.83M9.5%-4.4%0.150%
10/22/2025Vannoy Advisory Group Inc.1,173,167$45.25M29.6%-1.5%0.118%
10/21/2025Onyx Financial Advisors LLC3,589,292$138.44M61.3%-0.1%0.360%
10/21/2025Pettinga Financial Advisors LLC18,030$695K0.1%+6.4%0.002%
10/21/2025BetterWealth LLC2,777,126$107.11M25.5%-1.4%0.279%
10/21/2025Global Retirement Partners LLC176,686$6.82M0.2%-1.9%0.018%
10/21/2025M Wealth Management LLC126,329$4.87M4.3%-5.5%0.013%
10/21/2025Accredited Investor Services LLC84,072$3.24M2.2%-0.5%0.008%
10/21/2025Synergy Asset Management LLC24,630$905K0.0%+200.0%0.002%
10/21/2025Signaturefd LLC22,842$881K0.0%+8.0%0.002%
10/21/2025BOS Asset Management LLC10,186$393K0.1%-7.6%0.001%
10/21/2025Meredith Wealth Planning23,912$922K0.3%+1.4%0.002%
10/21/2025Arbor Investment Advisors LLC9,832$379K0.0%N/A0.001%
10/21/2025Applied Capital LLC1,326,442$51.16M20.6%+0.7%0.133%
10/21/2025C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors4,025,732$155.27M9.0%+2.0%0.404%
10/21/2025SJS Investment Consulting Inc.8,989,552$346.73M47.4%+0.7%0.902%
10/21/2025Riverbend Wealth Management LLC30,739$1.19M0.8%+11.8%0.003%
10/21/2025Discipline Wealth Solutions LLC1,122,928$43.31M11.4%+17.1%0.113%
10/21/2025Silver Oak Securities Incorporated35,103$1.35M0.1%+1.8%0.004%
10/21/2025Ballentine Capital Advisors Inc1,521,781$58.70M26.0%+1.0%0.153%
10/21/2025KOM Wealth Management Group LLC115,102$4.44M3.4%+2.0%0.012%
10/21/2025True Wealth Design LLC1,383,479$53.36M16.3%-0.2%0.139%
10/21/2025RB Capital Management LLC67,799$2.62M0.5%+1.4%0.007%
10/21/2025Daner Wealth Management LLC463,379$17.93M11.6%-1.0%0.046%
10/21/2025Salomon & Ludwin LLC7,493$291K0.0%N/A0.001%
10/21/2025E&G Advisors LP8,260$319K0.1%-9.1%0.001%
10/21/2025My Personal CFO LLC325,976$12.57M4.9%N/A0.033%
10/21/2025Chico Wealth RIA1,653,832$63.79M43.4%+0.9%0.166%
10/21/2025TFO Wealth Partners LLC4,104,437$158.31M25.8%+1.5%0.412%
10/21/2025Mather Group LLC.734,033$28.31M0.3%-7.4%0.074%
10/21/2025RVW Wealth LLC142,899$5.51M0.4%-0.9%0.014%
10/20/2025Mattern Wealth Management LLC1,802,629$69.53M13.9%-0.5%0.181%
10/20/2025Pinnacle Wealth Management Advisory Group LLC8,031$310K0.0%N/A0.001%
10/20/2025Balance Wealth LLC111,774$4.31M1.1%-5.1%0.011%
10/20/2025Accurate Wealth Management LLC61,436$2.36M0.3%+6.3%0.006%
10/20/2025Hartmann Taylor Wealth Management LLC79,593$3.07M2.2%-4.0%0.008%
10/20/2025Keystone Financial Group Inc.117,009$4.51M2.6%-2.5%0.012%
10/20/2025JB Capital LLC28,410$1.10M0.0%-2.2%0.003%
10/20/2025Merit Financial Group LLC569,250$21.96M0.2%+9.1%0.057%
10/20/2025Freedom Financial Partners LLC220,579$8.51M3.2%-0.7%0.022%
10/20/2025Single Point Partners LLC11,233$433K0.1%-30.3%0.001%
10/20/2025Sax Wealth Advisors LLC2,074,151$80M4.3%-2.2%0.208%
10/20/2025Ascent Group LLC15,484$597K0.0%+8.9%0.002%
10/20/2025McGlone Suttner Wealth Management Inc.3,709,551$143.08M20.0%+1.2%0.372%
10/20/2025LifeGuide Financial Advisors LLC620,084$22.35M8.2%+0.5%0.062%
10/20/2025Squire Investment Management Company LLC1,029,584$39.71M12.9%+3.7%0.103%
10/20/2025Aurelius Family Office LLC717,161$27.66M12.3%-0.3%0.072%
10/20/2025Pure Financial Advisors LLC4,304,087$166.01M2.6%-0.9%0.432%
10/17/2025Fortitude Family Office LLC3,333$129K0.0%-29.3%0.000%
10/17/2025Austin Private Wealth LLC319,479$12.32M0.9%+5.2%0.032%
10/17/20251900 Wealth Management LLC72,326$2.79M0.2%-3.3%0.007%
10/17/2025WorthPointe LLC1,744,096$67.27M25.2%-1.2%0.175%
10/17/2025Private Wealth Management Group LLC928,761$35.82M9.9%+0.4%0.093%
10/17/2025Live Oak Private Wealth LLC40,069$1.55M0.2%+38.0%0.004%
10/17/2025Archford Capital Strategies LLC192,493$7.42M0.9%+1.3%0.019%
10/17/2025Schulz Wealth LTD.874,911$33.75M22.3%+10.0%0.088%
10/17/2025Permanent Capital Management LP5,250$202K0.0%N/A0.001%
10/17/2025Henrickson Nauta Wealth Advisors Inc.2,027,258$78.19M24.7%+2.3%0.203%
10/17/2025Clune & Associates LTD.226,556$8.74M2.2%-1.5%0.023%
10/17/2025Perigon Wealth Management LLC1,563,677$60.31M1.2%-1.1%0.157%
10/17/2025Client 1ST Advisory Group LLC1,191,023$45.94M15.2%-1.9%0.120%
10/17/2025Sandbox Financial Partners LLC7,486$289K0.1%N/A0.001%
10/17/2025Great Oak Capital Partners LLC54,677$2.11M0.6%-7.8%0.005%
10/17/2025Lakeridge Wealth Management LLC76,555$2.95M1.3%-0.4%0.008%
10/17/2025Sovereign Financial Group Inc.5,293$204K0.0%-53.5%0.001%
10/17/2025Apella Capital LLC13,520,639$515.00M11.5%+5.8%1.357%
10/17/2025Valley Forge Investment Consultants Inc. ADV39,579$1.53M0.4%+3.7%0.004%
10/17/2025Apollon Wealth Management LLC147,744$5.70M0.1%-1.7%0.015%
10/17/2025Apollon Financial LLC276,722$10.67M1.8%+3.9%0.028%
10/16/2025 180 Wealth Advisors LLC9,468$365K0.0%+39.1%0.001%
10/16/2025 Vestment Financial LLC1,008,702$39.08M22.3%+0.4%0.101%
10/16/2025 Conrad Siegel Investment Advisors Inc.3,063,588$118.16M24.8%+0.3%0.307%
10/16/2025 Signature Resources Capital Management LLC520,957$20.09M11.0%+0.7%0.052%
10/16/2025 City State Bank78,260$3.02M0.9%+2.6%0.008%
10/16/2025 Triune Financial Partners LLC3,656,877$141.05M35.5%+1.9%0.367%
10/16/2025 25 LLC79,695$3.07M1.0%+3.7%0.008%
10/16/2025 Blue Trust Inc.25,840$997K0.0%+17.3%0.003%
10/16/2025 Shearwater Capital LLC1,694,279$65.35M38.8%-0.6%0.170%
10/16/2025 Quad Cities Investment Group LLC59,064$2.28M1.0%+1.8%0.006%
10/16/2025 Fortress Wealth Management Inc.36,333$1.40M0.6%+4.6%0.004%
10/16/2025 BCU Wealth Advisors LLC2,819,398$108.74M44.0%+4.3%0.283%
10/15/2025 CWM LLC582,555$22.47M0.1%+0.5%0.058%
10/15/2025 Seed Wealth Management Inc.11,000$424K0.3%-18.1%0.001%
10/15/2025 Financial Council LLC152,722$5.89M2.6%-6.6%0.015%
10/15/2025 FMB Wealth Management1,081,919$41.73M17.7%+11.3%0.109%
10/15/2025 Cadent Capital Advisors LLC51,653$1.99M0.5%-5.5%0.005%
10/15/2025 Gemmer Asset Management LLC270,541$10.44M0.8%+2.3%0.027%
10/15/2025 RFG Holdings Inc.7,521$290K0.1%-9.4%0.001%
10/15/2025 Vestia Personal Wealth Advisors422,740$15.98M8.7%+18.6%0.042%
10/15/2025 World Investment Advisors38,548$1.49M0.0%+28.3%0.004%
10/15/2025 Brookstone Capital Management156,018$6.02M0.1%+61.1%0.016%
10/15/2025 Private Trust Co. NA108,251$4.18M0.4%-2.6%0.011%
(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, 1,065 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 919 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 ($10.01M), 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 162,211,189 shares in the last 24 months. This purchase volume represents approximately $5.61B in transactions.

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

Of the 499 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), Wolfstich Capital LLC ($1.55M), Commonwealth Equity Services LLC ($1.55M), 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 62,535,406 shares in the last 24 months. This volume of shares sold represents approximately $2.15B in transactions.


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This page (NYSEARCA:DFAC) was last updated on 10/22/2025 by MarketBeat.com Staff
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