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

Dimensional U.S. Core Equity 2 ETF logo
$44.25 0.00 (0.00%)
As of 07/2/2026 04:10 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)
755
Total
Institutional Inflows
(last 12 months)
$5.95B
Number of
Institutional Sellers
(last 12 months)
526
Total
Institutional Outflows
(last 12 months)
$3.49B
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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
7/2/2026 Versant Capital Management Inc954,017$42.32M3.8%+3.5%0.089%
7/2/2026 CX Institutional5,654$251K0.0%-15.0%0.001%
7/1/2026 Trust Co of the South1,301,185$57.72M8.1%-0.1%0.124%
6/24/2026Optimus Capital Advisors LLC591,534$22.99M13.6%+4.3%0.056%
6/11/2026E Wealth Partners LLC78,999$3.07M2.5%+23.8%0.008%
6/9/2026Robinswood Financial LLC12,009$467K0.6%N/A0.001%
6/3/2026CoreFirst Bank & Trust3,380$131K0.1%-8.2%0.000%
6/3/2026NewEdge Advisors LLC2,292,841$89.10M0.3%-7.7%0.219%
6/1/2026Foguth Wealth Management LLC.8,089$314K0.0%N/A0.001%
6/1/2026Keel Point LLC25,513$991K0.1%+20.5%0.002%
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5/29/2026Asset Dedication LLC4,457,997$173.24M12.1%+2.5%0.425%
5/27/2026Security Financial Services INC.19,085$742K0.1%-4.3%0.002%
5/22/2026WNY Asset Management LLC1,589,897$61.78M6.4%N/A0.152%
5/22/2026Segall Bryant & Hamill LLC10,940$437K0.0%N/A0.001%
5/22/2026Verus Capital Partners LLC30,502$1.19M0.1%-30.4%0.003%
5/21/2026Vestor Capital LLC10,250$398K0.0%-71.7%0.001%
5/21/2026BankChampaign National Association11,201$435K0.4%N/A0.001%
5/19/2026Western Wealth Management LLC144,113$5.60M0.2%-1.3%0.014%
5/19/2026GTS Financial LLC10,386$404K0.3%N/A0.001%
5/19/2026NewEdge Advisors LLC2,171,690$84.39M1.6%-12.6%0.207%
5/19/2026Ariadne Wealth Management LP141,164$5.49M2.5%+4.6%0.013%
5/19/2026Bank of America Corp DE5,870,993$228.15M0.0%+10.0%0.560%
5/19/2026Financial Insights Inc.78,195$3.04M1.0%-5.7%0.007%
5/19/2026Strategic Investment Advisors MI3,872$150K0.0%N/A0.000%
5/19/2026Arkadios Wealth Advisors73,021$2.84M0.0%+331.6%0.007%
5/18/2026EverSource Wealth Advisors LLC689,740$26.80M0.8%-0.1%0.066%
5/18/2026Empire Financial Management Company LLC23,744$923K0.2%+10.2%0.002%
5/18/2026Royal Bank of Canada3,019,065$117.32M0.0%-2.9%0.288%
5/18/2026Empowered Funds LLC11,987$466K0.0%-31.6%0.001%
5/16/2026Excelsior Advisor Network LLC150,110$5.83M2.2%+2.7%0.014%
5/16/2026Quantinno Capital Management LP1,005,870$39.09M0.1%+28.8%0.096%
5/15/2026Cardiff Park Advisors LLC3,835,945$149.07M11.9%-3.3%0.366%
5/15/2026Northeast Financial Group Inc.8,344$324K0.1%-71.3%0.001%
5/15/2026Everest Financial Group LLC131,015$5.09M0.8%N/A0.012%
5/15/2026Waverly Advisors LLC13,496$524K0.0%N/A0.001%
5/15/2026Bridgewater Advisors Inc.204,966$7.97M0.5%-0.8%0.020%
5/15/2026Broadhurst Jeffrey B256,826$9.98M10.2%N/A0.024%
5/14/2026Renaissance Technologies LLC96,800$3.76M0.0%N/A0.009%
5/14/2026Hilltop Holdings Inc.25,016$972K0.1%-12.3%0.002%
5/14/2026Rockbridge Investment Management LCC3,814,103$148.22M13.3%+8.1%0.364%
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5/14/2026Compound Planning Inc.6,892$268K0.0%-47.6%0.001%
5/14/2026Modern Wealth Management LLC13,111$513K0.0%-2.7%0.001%
5/14/2026Sei Investments Co.246,847$9.59M0.0%+33.1%0.024%
5/14/2026Davis R M Inc.32,958$1.28M0.0%-49.8%0.003%
5/14/2026Lido Advisors LLC44,000$1.71M0.0%-50.6%0.004%
5/14/2026B&D White Capital Company LLC847,888$32.95M4.1%-3.1%0.081%
5/14/2026Monograph Wealth Advisors LLC6,838,156$265.73M25.2%+2.2%0.652%
5/13/2026Cetera Investment Advisers1,869,418$72.65M0.1%+0.4%0.178%
5/13/2026NewEdge Wealth LLC14,457$562K0.0%+7.3%0.001%
5/13/2026Daner Wealth Management LLC543,945$23.43M12.2%+18.2%0.052%
5/13/2026First Trust Advisors LP16,166$628K0.0%-3.2%0.002%
5/12/2026Cascade Wealth Advisors Inc60,639$2.62M1.0%+5.3%0.006%
5/8/2026PNC Financial Services Group Inc.72,871$2.83M0.0%+37.3%0.007%
5/8/2026Wilkerson Advisory Group LLC37,466$1.46M0.5%-4.1%0.004%
5/7/2026Earned Wealth Advisors LLC1,372,177$53.32M3.6%-7.0%0.131%
5/7/2026Balefire LLC67,334$2.62M0.5%+703.4%0.006%
5/7/2026Eaton Cambridge Inc.2,595,688$100.87M31.6%+1.6%0.248%
5/7/2026True North Advisors LLC79,903$3.11M0.4%-26.8%0.008%
5/7/2026Hershey Financial Advisers LLC15,793$614K0.5%-2.0%0.002%
5/6/2026Aviance Capital Partners LLC61,371$2.39M0.3%-1.1%0.006%
5/6/2026Zhang Financial LLC3,263,205$126.81M4.4%-1.8%0.311%
5/6/2026FSA Advisors Inc.12,095$470K0.3%-26.0%0.001%
5/6/2026Modera Wealth Management LLC4,831,430$187.75M2.2%-0.3%0.461%
5/6/2026Assetmark Inc.2,289,602$88.97M0.2%+0.0%0.218%
5/6/2026Prospect Financial Group LLC164,827$6.41M5.9%+10.3%0.016%
5/6/2026Bessemer Group Inc.392,629$15.26M0.0%-0.4%0.037%
5/6/2026Independent Financial Group LLC14,236$553K0.0%N/A0.001%
5/6/2026CPA Asset Management Group LLC14,763$574K0.2%-11.5%0.001%
5/5/2026Financial Harvest LLC681,131$26.47M15.6%+6.0%0.065%
5/5/2026Ferguson Johnson Wealth Management Inc312,731$12.15M9.9%+4.3%0.030%
5/5/2026D.A. Davidson & CO.119,153$4.63M0.0%-0.4%0.011%
5/5/2026Bank of New York Mellon Corp57,684$2.24M0.0%+83.2%0.006%
5/5/2026Geneos Wealth Management Inc.634,594$24.66M0.6%+9.5%0.061%
5/5/2026Sanctuary Advisors LLC33,123$1.29M0.0%+1.3%0.003%
5/5/2026Sigma Planning Corp10,951$426K0.0%-22.2%0.001%
5/5/2026Cogent Strategic Wealth LLC549,427$21.35M21.9%+2.9%0.052%
5/5/2026MB Generational Wealth LLC228,900$8.90M4.9%+18.1%0.022%
5/5/2026Nwam LLC353,526$13.74M0.8%+0.3%0.034%
5/5/2026Avantax Planning Partners Inc.261,521$10.16M0.3%-13.2%0.025%
5/4/2026Summit Wealth Group LLC388,492$15.10M3.5%-1.6%0.037%
5/4/2026Beckerman Institutional LLC130,220$5.06M2.7%+1.5%0.012%
5/4/2026Retirement Planning Group LLC100,696$3.91M0.1%-1.6%0.010%
5/4/2026Lutz Financial Services LLC919,611$35.74M2.4%+2.5%0.088%
5/4/2026Empirical Financial Services LLC d.b.a. Empirical Wealth Management710,928$27.63M0.5%-0.6%0.068%
5/4/2026Glassman Wealth Services1,576,925$61.28M8.3%+3.1%0.150%
5/4/2026Archer Investment Corp4,955$193K0.0%+1,508.8%0.000%
5/4/2026Nadler Financial Group Inc.10,111$393K0.0%N/A0.001%
5/4/2026Chicago Partners Investment Group LLC897,015$37.79M0.7%+4.0%0.086%
5/4/2026Ruedi Wealth Management Inc.2,290,135$89.00M22.9%-1.8%0.218%
5/4/2026Vantage Point Financial LLC1,002,720$38.97M13.7%+1.8%0.096%
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5/2/2026Avion Wealth264,087$10.26M2.1%-5.3%0.025%
5/2/2026Navigate Wealth Management LLC26,893$1.13M0.8%N/A0.003%
5/2/2026Silver Oak Advisory Group Inc.464,582$18.05M7.8%+16.0%0.044%
5/2/2026Financial Alternatives Inc833,008$32.37M17.5%+30.0%0.079%
5/2/2026Diversify Wealth Management LLC436,833$18.33M0.3%+21.4%0.042%
5/2/2026Vestment Financial LLC1,108,406$46.70M24.0%+6.8%0.106%
5/2/2026Carnegie Investment Counsel12,950$503K0.0%+23.2%0.001%
5/2/2026UNIVEST FINANCIAL Corp35,817$1.39M0.1%-2.7%0.003%
5/1/2026180 Wealth Advisors LLC13,820$537K0.1%+40.0%0.001%
5/1/2026Midwest Trust Co161,210$6.27M0.1%+2.2%0.015%


DFAC Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,179 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 1,005 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 154,454,872 shares in the last 24 months. This purchase volume represents approximately $5.95B 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 ($1.91M), and Commonwealth Equity Services LLC ($1.70M).

Institutional investors have sold a total of 91,360,345 shares in the last 24 months. This volume of shares sold represents approximately $3.49B in transactions.


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This page (NYSEARCA:DFAC) was last updated on 7/5/2026 by MarketBeat.com Staff.
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