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

Dimensional U.S. Core Equity 2 ETF logo
$43.59 0.00 (0.00%)
As of 05/22/2026 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC)

Number of
Institutional Buyers
(last 12 months)
753
Total
Institutional Inflows
(last 12 months)
$6.03B
Number of
Institutional Sellers
(last 12 months)
526
Total
Institutional Outflows
(last 12 months)
$3.49B
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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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/22/2026WNY Asset Management LLC1,589,897$61.78M6.4%N/A0.152%
5/22/2026 Segall Bryant & Hamill LLC10,940$437K0.0%N/A0.001%
5/22/2026Verus Capital Partners LLC30,502$1.19M0.1%-30.4%0.003%
5/21/2026 Vestor Capital LLC10,250$398K0.0%-71.7%0.001%
5/21/2026 BankChampaign National Association11,201$435K0.4%N/A0.001%
5/19/2026 Western Wealth Management LLC144,113$5.60M0.2%-1.3%0.014%
5/19/2026 GTS Financial LLC10,386$404K0.3%N/A0.001%
5/19/2026 NewEdge Advisors LLC2,171,690$84.39M1.6%-12.6%0.207%
5/19/2026 Ariadne Wealth Management LP141,164$5.49M2.5%+4.6%0.013%
5/19/2026 Bank of America Corp DE5,870,993$228.15M0.0%+10.0%0.560%
5/19/2026 Financial Insights Inc.78,195$3.04M1.0%-5.7%0.007%
5/19/2026 Strategic Investment Advisors MI3,872$150K0.0%N/A0.000%
5/19/2026 Arkadios Wealth Advisors73,021$2.84M0.0%+331.6%0.007%
5/18/2026 EverSource Wealth Advisors LLC689,740$26.80M0.8%-0.1%0.066%
5/18/2026 Empire Financial Management Company LLC23,744$923K0.2%+10.2%0.002%
5/18/2026 Royal Bank of Canada3,019,065$117.32M0.0%-2.9%0.288%
5/18/2026 Empowered Funds LLC11,987$466K0.0%-31.6%0.001%
5/16/2026 Excelsior Advisor Network LLC150,110$5.83M2.2%+2.7%0.014%
5/16/2026 Quantinno Capital Management LP1,005,870$39.09M0.1%+28.8%0.096%
5/15/2026 Cardiff Park Advisors LLC3,835,945$149.07M11.9%-3.3%0.366%
5/15/2026 Northeast Financial Group Inc.8,344$324K0.1%-71.3%0.001%
5/15/2026 Everest Financial Group LLC131,015$5.09M0.8%N/A0.012%
5/15/2026 Waverly Advisors LLC13,496$524K0.0%N/A0.001%
5/15/2026 Bridgewater Advisors Inc.204,966$7.97M0.5%-0.8%0.020%
5/15/2026 Broadhurst Jeffrey B256,826$9.98M10.2%N/A0.024%
5/14/2026 Renaissance Technologies LLC96,800$3.76M0.0%N/A0.009%
5/14/2026 Hilltop Holdings Inc.25,016$972K0.1%-12.3%0.002%
5/14/2026 Rockbridge Investment Management LCC3,814,103$148.22M13.3%+8.1%0.364%
5/14/2026 Compound Planning Inc.6,892$268K0.0%-47.6%0.001%
5/14/2026 Modern Wealth Management LLC13,111$513K0.0%-2.7%0.001%
5/14/2026 Sei Investments Co.246,847$9.59M0.0%+33.1%0.024%
5/14/2026 Davis R M Inc.32,958$1.28M0.0%-49.8%0.003%
5/14/2026 Lido Advisors LLC44,000$1.71M0.0%-50.6%0.004%
5/14/2026 B&D White Capital Company LLC847,888$32.95M4.1%-3.1%0.081%
5/14/2026 Monograph Wealth Advisors LLC6,838,156$265.73M25.2%+2.2%0.652%
5/13/2026 Cetera Investment Advisers1,869,418$72.65M0.1%+0.4%0.178%
5/13/2026 NewEdge Wealth LLC14,457$562K0.0%+7.3%0.001%
5/13/2026 Daner Wealth Management LLC543,945$23.43M12.2%+18.2%0.052%
5/13/2026 First Trust Advisors LP16,166$628K0.0%-3.2%0.002%
5/12/2026 Cascade Wealth Advisors Inc60,639$2.62M1.0%+5.3%0.006%
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5/8/2026 PNC Financial Services Group Inc.72,871$2.83M0.0%+37.3%0.007%
5/8/2026 Wilkerson Advisory Group LLC37,466$1.46M0.5%-4.1%0.004%
5/7/2026 Earned Wealth Advisors LLC1,372,177$53.32M3.6%-7.0%0.131%
5/7/2026 Balefire LLC67,334$2.62M0.5%+703.4%0.006%
5/7/2026 Eaton Cambridge Inc.2,595,688$100.87M31.6%+1.6%0.248%
5/7/2026 True North Advisors LLC79,903$3.11M0.4%-26.8%0.008%
5/7/2026 Hershey Financial Advisers LLC15,793$614K0.5%-2.0%0.002%
5/6/2026 Aviance Capital Partners LLC61,371$2.39M0.3%-1.1%0.006%
5/6/2026 Zhang Financial LLC3,263,205$126.81M4.4%-1.8%0.311%
5/6/2026 FSA Advisors Inc.12,095$470K0.3%-26.0%0.001%
5/6/2026 Modera Wealth Management LLC4,831,430$187.75M2.2%-0.3%0.461%
5/6/2026 Assetmark Inc.2,289,602$88.97M0.2%+0.0%0.218%
5/6/2026 Prospect Financial Group LLC164,827$6.41M5.9%+10.3%0.016%
5/6/2026 Bessemer Group Inc.392,629$15.26M0.0%-0.4%0.037%
5/6/2026 Independent Financial Group LLC14,236$553K0.0%N/A0.001%
5/6/2026 CPA Asset Management Group LLC14,763$574K0.2%-11.5%0.001%
5/5/2026 Financial Harvest LLC681,131$26.47M15.6%+6.0%0.065%
5/5/2026 Ferguson Johnson Wealth Management Inc312,731$12.15M9.9%+4.3%0.030%
5/5/2026 D.A. Davidson & CO.119,153$4.63M0.0%-0.4%0.011%
5/5/2026 Bank of New York Mellon Corp57,684$2.24M0.0%+83.2%0.006%
5/5/2026 Geneos Wealth Management Inc.634,594$24.66M0.6%+9.5%0.061%
5/5/2026 Sanctuary Advisors LLC33,123$1.29M0.0%+1.3%0.003%
5/5/2026 Sigma Planning Corp10,951$426K0.0%-22.2%0.001%
5/5/2026 Cogent Strategic Wealth LLC549,427$21.35M21.9%+2.9%0.052%
5/5/2026 MB Generational Wealth LLC228,900$8.90M4.9%+18.1%0.022%
5/5/2026 Nwam LLC353,526$13.74M0.8%+0.3%0.034%
5/5/2026 Avantax Planning Partners Inc.261,521$10.16M0.3%-13.2%0.025%
5/4/2026 Summit Wealth Group LLC388,492$15.10M3.5%-1.6%0.037%
5/4/2026 Beckerman Institutional LLC130,220$5.06M2.7%+1.5%0.012%
5/4/2026 Retirement Planning Group LLC100,696$3.91M0.1%-1.6%0.010%
5/4/2026 Lutz Financial Services LLC919,611$35.74M2.4%+2.5%0.088%
5/4/2026 Empirical Financial Services LLC d.b.a. Empirical Wealth Management710,928$27.63M0.5%-0.6%0.068%
5/4/2026 Glassman Wealth Services1,576,925$61.28M8.3%+3.1%0.150%
5/4/2026 Archer Investment Corp4,955$193K0.0%+1,508.8%0.000%
5/4/2026 Nadler Financial Group Inc.10,111$393K0.0%N/A0.001%
5/4/2026 Chicago Partners Investment Group LLC897,015$37.79M0.7%+4.0%0.086%
5/4/2026 Ruedi Wealth Management Inc.2,290,135$89.00M22.9%-1.8%0.218%
5/4/2026 Vantage Point Financial LLC1,002,720$38.97M13.7%+1.8%0.096%
5/2/2026 Avion Wealth264,087$10.26M2.1%-5.3%0.025%
5/2/2026 Navigate Wealth Management LLC26,893$1.13M0.8%N/A0.003%
5/2/2026 Silver Oak Advisory Group Inc.464,582$18.05M7.8%+16.0%0.044%
5/2/2026 Financial Alternatives Inc833,008$32.37M17.5%+30.0%0.079%
5/2/2026 Diversify Wealth Management LLC436,833$18.33M0.3%+21.4%0.042%
5/2/2026 Vestment Financial LLC1,108,406$46.70M24.0%+6.8%0.106%
5/2/2026 Carnegie Investment Counsel12,950$503K0.0%+23.2%0.001%
5/2/2026 UNIVEST FINANCIAL Corp35,817$1.39M0.1%-2.7%0.003%
5/1/2026 180 Wealth Advisors LLC13,820$537K0.1%+40.0%0.001%
5/1/2026 Midwest Trust Co161,210$6.27M0.1%+2.2%0.015%
5/1/2026 Fifth Third Bancorp1,631,943$63.42M0.1%+3,357.8%0.156%
5/1/2026 Banyan Capital Management Inc.9,396$365K0.2%-7.2%0.001%
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5/1/2026 Signature Resources Capital Management LLC585,167$22.74M10.8%+6.4%0.056%
5/1/2026 Warburton Capital Management LLC2,031,981$82.52M40.3%-0.1%0.194%
5/1/2026 Simplicity Wealth LLC444,593$17.28M1.0%-4.7%0.042%
5/1/2026 Sequoia Financial Advisors LLC440,732$17.13M0.1%-3.3%0.042%
4/30/2026 Torren Management LLC68,458$2.66M1.3%-2.5%0.007%
4/30/2026 Hassell Wealth Management LLC333,506$12.96M4.3%-0.1%0.032%
4/30/2026 Waterfront Wealth Inc.260,410$10.12M1.9%-12.3%0.025%
4/30/2026 Valued Wealth Advisors LLC131,262$5.10M2.1%-15.2%0.013%
4/30/2026 Triune Financial Partners LLC3,684,951$143.20M34.1%+1.5%0.352%
4/30/2026 Mosaic Family Wealth Partners LLC35,424$1.38M0.1%-2.2%0.003%


DFAC Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,176 institutional investors and hedge funds held shares of Dimensional U.S. Core Equity 2 ETF. The most heavily invested institutionals were Mercer Global Advisors Inc. ADV ($2.55B), Focus Partners Wealth ($1.69B), Forum Financial Management LP ($1.64B), LPL Financial LLC ($702.42M), Apella Capital LLC ($661.85M), Focus Partners Advisor Solutions LLC ($631.03M), and Greenspring Advisors LLC ($524.69M).Learn more on Dimensional U.S. Core Equity 2 ETF's institutional investors.

Of the 1,004 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: Greenspring Advisors LLC ($13.49M), Mercer Global Advisors Inc. ADV ($10.41M), Apella Capital LLC ($8.62M), Focus Partners Advisor Solutions LLC ($8.04M), Symmetry Partners LLC ($6.35M), Vestmark Advisory Solutions Inc. ($5.51M), and Savant Capital LLC ($5.40M).

Institutional investors have bought a total of 157,085,990 shares in the last 24 months. This purchase volume represents approximately $6.03B in transactions.

Of the 526 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. ($41.99M), Focus Partners Advisor Solutions LLC ($5.21M), Vestmark Advisory Solutions Inc. ($4.19M), Mach 1 Financial Group LLC ($2.47M), Henrickson Nauta Wealth Advisors Inc. ($2.07M), NewEdge Advisors LLC ($1.72M), and Commonwealth Equity Services LLC ($1.70M).

Institutional investors have sold a total of 91,188,319 shares in the last 24 months. This volume of shares sold represents approximately $3.49B in transactions.



This page (NYSEARCA:DFAC) was last updated on 5/25/2026 by MarketBeat.com Staff.
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