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

Dimensional U.S. Core Equity 2 ETF logo
$36.05 -0.59 (-1.61%)
Closing price 08/1/2025 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)
675
Total
Institutional Inflows
(last 12 months)
$5.72B
Number of
Institutional Sellers
(last 12 months)
457
Total
Institutional Outflows
(last 12 months)
$1.92B
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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
8/1/2025Cedar Point Capital Partners LLC32,274$1.16M0.8%N/A0.003%
8/1/2025JDH Wealth Management LLC496,230$17.79M13.6%-7.6%0.051%
8/1/2025FSA Advisors Inc.9,784$351K0.3%-46.3%0.001%
8/1/2025SwitchPoint Financial Planning LLC660,441$23.67M19.4%-2.7%0.067%
8/1/2025Austin Private Wealth LLC303,661$10.88M0.9%+33.0%0.031%
8/1/2025Zhang Financial LLC3,208,908$115.01M5.3%+1.9%0.328%
8/1/2025Clark Asset Management LLC104,951$3.76M0.5%+158.4%0.011%
8/1/2025SYM FINANCIAL Corp15,617$560K0.1%+7.8%0.002%
8/1/2025Facet Wealth Inc.22,555$826K0.0%-17.7%0.002%
8/1/2025Liberty Wealth Management LLC848,007$30.40M4.8%-5.4%0.087%
8/1/2025Transcend Capital Advisors LLC156,566$5.61M0.4%+17.5%0.016%
8/1/2025Bessemer Group Inc.14,117$506K0.0%+11.1%0.001%
8/1/2025MilWealth Group LLC807,630$28.95M7.5%+1.5%0.082%
8/1/2025Red Lighthouse Investment Management LLC1,074,687$38.52M14.7%-2.1%0.110%
8/1/2025Ashton Thomas Private Wealth LLC69,636$2.50M0.1%+179.0%0.007%
8/1/2025Envestnet Asset Management Inc.54,829,103$1.97B0.6%+5.0%5.598%
7/31/2025 Orion Capital Management LLC92,807$3.33M1.3%+9.2%0.009%
7/31/2025 McCarthy Asset Management Inc.159,757$5.73M3.9%-2.4%0.016%
7/31/2025 Schneider Downs Wealth Management Advisors LP57,831$2.07M0.3%N/A0.006%
7/31/2025 Brighton Jones LLC1,901,625$68.15M1.8%+4.8%0.194%
7/31/2025 CVA Family Office LLC465,257$16.68M2.3%+3.0%0.047%
7/31/2025 Core Wealth Management Inc.2,992,083$107.24M37.8%+1.5%0.305%
7/31/2025 City State Bank76,311$2.74M0.9%+2.3%0.008%
7/31/2025 Aspen Capital Management LLC1,222,837$43.83M12.3%+3.7%0.125%
7/31/2025 Focus Partners Advisor Solutions LLC15,559,478$557.65M7.4%-5.0%1.589%
7/31/2025 Fielder Capital Group LLC8,319$298K0.1%-10.6%0.001%
7/31/2025 Curio Wealth LLC122,665$4.40M1.9%+235,794.2%0.013%
7/31/2025 Kathleen S. Wright Associates Inc.9,945$356K0.1%+57.0%0.001%
7/31/2025 LJI Wealth Management LLC84,490$3.03M0.5%-3.5%0.009%
7/31/2025 Intelligent Financial Strategies93,828$3.36M1.8%+21.6%0.010%
7/31/2025 Cardinal Point Capital Management ULC880,460$31.56M2.4%+4.4%0.090%
7/31/2025 180 Wealth Advisors LLC6,806$244K0.0%N/A0.001%
7/31/2025 Guardian Asset Advisors LLC7,143$256K0.1%-6.3%0.001%
7/31/2025 Warburton Capital Management LLC2,309,292$85.17M50.6%+2.6%0.236%
7/31/2025 Avion Wealth299,996$10.75M2.4%-3.3%0.031%
7/31/2025 Silver Oak Advisory Group Inc.357,826$12.82M6.2%+6.5%0.037%
7/31/2025 FSM Wealth Advisors LLC31,121$1.13M0.2%+2.6%0.003%
7/31/2025 Planning Center Inc.2,094,750$75.08M8.3%+3.6%0.214%
7/30/2025 Bayshore Asset Management LLC1,177,574$42.20M19.3%+2.3%0.120%
7/30/2025 EnRich Financial Partners LLC13,004$466K0.1%-5.7%0.001%
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7/30/2025 Strategic Blueprint LLC52,567$1.88M0.1%+1.0%0.005%
7/30/2025 Clifford Swan Investment Counsel LLC19,902$713K0.0%-2.2%0.002%
7/30/2025 Freedom Investment Management Inc.57,377$2.06M0.2%+1.5%0.006%
7/30/2025 Forum Financial Management LP38,896,661$1.39B21.2%+2.9%3.971%
7/30/2025 Caliber Wealth Management LLC KS49,839$1.79M0.2%-4.1%0.005%
7/30/2025 BlueChip Wealth Advisors LLC5,811$208K0.1%-11.4%0.001%
7/30/2025 Rehmann Capital Advisory Group590,085$21.15M1.3%+15.0%0.060%
7/30/2025 TFB Advisors LLC15,389$552K0.1%-6.9%0.002%
7/30/2025 Exencial Wealth Advisors LLC70,640$2.53M0.1%+1.1%0.007%
7/30/2025 Cookson Peirce & Co. Inc.53,627$1.92M0.1%N/A0.005%
7/30/2025 Brookstone Capital Management96,820$3.47M0.0%+195.1%0.010%
7/30/2025 Phillips Financial Management LLC761,413$27.29M2.0%+0.6%0.078%
7/30/2025 Citizens & Northern Corp161,211$5.78M1.5%-0.4%0.016%
7/30/2025 Retirement Planning Group LLC98,311$3.52M0.1%-0.9%0.010%
7/30/2025 D.A. Davidson & CO.120,303$4.31M0.0%-2.2%0.012%
7/30/2025 Blume Capital Management Inc.20,905$749K0.2%+14.1%0.002%
7/30/2025 Gables Capital Management Inc.3,000$108K0.1%N/A0.000%
7/30/2025 Jackson Thornton Wealth Management LLC4,942,183$179.15M20.5%-0.5%0.505%
7/30/2025 Mills Wealth Advisors LLC915,763$32.82M15.0%+19.5%0.093%
7/29/2025 Financial Symmetry Inc1,420,278$50.90M26.3%+15.5%0.145%
7/29/2025 Grunden Financial Advisory Inc.1,370,394$49.12M21.7%-2.5%0.140%
7/29/2025 Balboa Wealth Partners15,115$542K0.1%-3.0%0.002%
7/29/2025 Forvis Mazars Wealth Advisors LLC1,848,757$66.26M1.4%-10.2%0.189%
7/29/2025 Chicago Partners Investment Group LLC923,376$34.15M1.0%-0.1%0.094%
7/29/2025 Catalyst Capital Advisors LLC3,156,100$113.12M2.3%-5.0%0.322%
7/29/2025 Wealthstream Advisors Inc.4,964,241$177.92M29.6%+1.5%0.507%
7/29/2025 Schubert & Co469,236$16.82M11.9%+11.1%0.048%
7/29/2025 Monument Group Wealth Advisors LLC1,975,570$70.80M44.6%+0.7%0.202%
7/29/2025 Aspiriant LLC324,443$11.63M0.4%+3.3%0.033%
7/29/2025 Private Wealth Management Group LLC925,272$33.16M11.0%+0.1%0.094%
7/29/2025 Lutz Financial Services LLC820,893$29.42M2.3%+1.8%0.084%
7/29/2025 Stratos Wealth Partners LTD.314,456$11.27M0.2%-0.2%0.032%
7/29/2025 AssuredPartners Investment Advisors LLC245,412$8.80M2.2%+6.4%0.025%
7/29/2025 Stratos Wealth Advisors LLC100,804$3.61M0.2%-0.8%0.010%
7/29/2025 Private Trust Co. NA111,159$3.98M0.4%-6.2%0.011%
7/29/2025 Straight Path Wealth Management1,463,137$52.44M17.8%+10.3%0.149%
7/29/2025 Two West Capital Advisors LLC319,580$11.85M7.8%-0.2%0.033%
7/29/2025 Riverbend Wealth Management LLC27,486$985K0.7%+45.9%0.003%
7/29/2025 Stratos Investment Management LLC3,537,788$126.79M5.8%+6.7%0.361%
7/29/2025 Master S Wealth Management Inc.1,760,277$63.09M29.4%+6.6%0.180%
7/29/2025 Werba Rubin Papier Wealth Management128,339$4.60M0.9%+9.8%0.013%
7/28/2025 Dixon Fnancial Services Inc.8,726$313K0.2%N/A0.001%
7/28/2025 Wealthspan Partners LLC84,303$3.02M1.2%-6.5%0.009%
7/28/2025 RCS Financial Planning LLC772,386$27.68M13.8%+9.4%0.079%
7/28/2025 Verisail Partners LLC2,189,067$78.46M33.3%+2.9%0.223%
7/28/2025 Bridges Investment Management Inc.6,000$215K0.0%N/A0.001%
7/28/2025 Morris Financial Concepts Inc.204,135$7.32M2.9%-1.3%0.021%
7/28/2025 Copia Wealth Management2,210$79K0.1%N/A0.000%
7/28/2025 IFG Advisors LLC182,799$6.55M1.1%-0.4%0.019%
7/28/2025 Mutual Advisors LLC125,976$4.67M0.1%-1.0%0.013%
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7/28/2025 Strategent Financial LLC67,209$2.41M1.9%-0.9%0.007%
7/28/2025 Delap Wealth Advisory LLC397,638$14.25M6.8%+2.1%0.041%
7/28/2025 Harbour Investments Inc.12,069$433K0.0%+11.3%0.001%
7/28/2025 Heritage Wealth Management Inc. CA 134,341$4.82M3.2%-7.6%0.014%
7/28/2025 Mowery & Schoenfeld Wealth Management LLC101,145$3.63M5.5%+2.8%0.010%
7/28/2025 Sagespring Wealth Partners LLC5,591$200K0.0%-58.7%0.001%
7/28/2025 Baker Boyer National Bank1,811,981$64.94M22.4%+0.2%0.185%
7/28/2025 RFG Advisory LLC146,950$5.27M0.1%-37.4%0.015%
7/28/2025 Axxcess Wealth Management LLC140,863$5.05M0.1%-3.0%0.014%
7/28/2025 Cornerstone Wealth Group LLC10,065$361K0.0%-83.5%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, 1,033 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 887 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. ($26.02M), Mercer Global Advisors Inc. ADV ($21.82M), Apella Capital LLC ($9.64M), Savant Capital LLC ($4.98M), LRI Investments LLC ($4.86M), Wealthstream Advisors Inc. ($4.02M), and Essential Planning LLC. ($3.92M).

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

Institutional investors have bought a total of 167,608,042 shares in the last 24 months. This purchase volume represents approximately $5.72B in transactions.

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

Of the 455 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), McGlone Suttner Wealth Management Inc. ($1.83M), Wolfstich Capital 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 56,422,775 shares in the last 24 months. This volume of shares sold represents approximately $1.92B in transactions.


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This page (NYSEARCA:DFAC) was last updated on 8/2/2025 by MarketBeat.com Staff
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