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NVDA   805.15 (-4.91%)
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BABA   68.48 (-0.58%)
T   16.30 (-0.18%)
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MU   107.11 (-4.31%)
GE   147.70 (-3.43%)
CGC   7.88 (+0.64%)
DIS   111.50 (-0.83%)
AMC   3.20 (+9.59%)
PFE   25.81 (+1.65%)
PYPL   61.85 (-0.40%)
XOM   119.85 (+1.12%)
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DOW   37,864.79 (+0.24%)
QQQ   415.91 (-1.77%)
AAPL   164.41 (-1.57%)
MSFT   398.56 (-1.41%)
META   481.27 (-4.09%)
GOOGL   153.05 (-1.90%)
AMZN   174.63 (-2.56%)
TSLA   148.33 (-1.07%)
NVDA   805.15 (-4.91%)
AMD   148.11 (-4.49%)
NIO   3.81 (-4.75%)
BABA   68.48 (-0.58%)
T   16.30 (-0.18%)
F   12.08 (+0.17%)
MU   107.11 (-4.31%)
GE   147.70 (-3.43%)
CGC   7.88 (+0.64%)
DIS   111.50 (-0.83%)
AMC   3.20 (+9.59%)
PFE   25.81 (+1.65%)
PYPL   61.85 (-0.40%)
XOM   119.85 (+1.12%)
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DOW   37,864.79 (+0.24%)
QQQ   415.91 (-1.77%)
AAPL   164.41 (-1.57%)
MSFT   398.56 (-1.41%)
META   481.27 (-4.09%)
GOOGL   153.05 (-1.90%)
AMZN   174.63 (-2.56%)
TSLA   148.33 (-1.07%)
NVDA   805.15 (-4.91%)
AMD   148.11 (-4.49%)
NIO   3.81 (-4.75%)
BABA   68.48 (-0.58%)
T   16.30 (-0.18%)
F   12.08 (+0.17%)
MU   107.11 (-4.31%)
GE   147.70 (-3.43%)
CGC   7.88 (+0.64%)
DIS   111.50 (-0.83%)
AMC   3.20 (+9.59%)
PFE   25.81 (+1.65%)
PYPL   61.85 (-0.40%)
XOM   119.85 (+1.12%)
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Dimensional U.S. Core Equity 2 ETF (DFAC) Institutional Ownership

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$30.08
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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)
519
Total
Institutional Inflows
(last 12 months)
$6.06B
Number of
Institutional Sellers
(last 12 months)
325
Total
Institutional Outflows
(last 12 months)
$523.62M
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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
4/19/2024Altiora Financial Group LLC3,089,712$98.72M26.8%-5.6%0.358%
4/18/2024tru Independence LLC251,275$8.03M2.4%+63.5%0.032%
4/18/2024Capstone Capital LLC1,509,624$48.23M41.7%+10.0%0.195%
4/18/2024Panoramic Investment Advisors LLC7,088$226K0.2%N/A0.001%
4/18/2024Morris Financial Concepts Inc.209,994$6.71M3.4%+0.6%0.027%
4/18/2024Chico Wealth RIA1,477,811$47.22M44.7%+5.3%0.191%
4/18/2024LifeGuide Financial Advisors LLC499,340$15.95M8.1%+1.4%0.065%
4/18/2024Horizon Wealth Management LLC12,914$413K0.1%+25.6%0.002%
4/18/2024Aviance Capital Partners LLC64,200$2.05M0.3%+32.6%0.008%
4/18/2024Pettinga Financial Advisors LLC16,939$541K0.1%-47.9%0.002%
4/18/2024Advisory Services & Investments LLC339,511$10.85M7.5%-3.1%0.044%
4/18/2024Barry Investment Advisors LLC13,654$436K0.1%+12.3%0.002%
4/17/2024Gradient Capital Advisors LLC20,753$663K0.2%+6.1%0.003%
4/17/2024Annapolis Financial Services LLC39,708$1.27M0.4%-69.0%0.005%
4/17/2024Founders Financial Securities LLC31,582$1.01M0.1%+16.1%0.004%
4/17/2024Winthrop Advisory Group LLC350,177$11.19M1.6%-2.2%0.045%
4/17/2024Kathleen S. Wright Associates Inc.3,452$110K0.0%N/A0.000%
4/17/2024Symphony Financial Ltd. Co.32,348$1.03M0.2%-1.5%0.004%
4/17/2024Private Ocean LLC6,983,047$223.11M23.6%-4.8%0.903%
4/17/2024Ridgecrest Wealth Partners LLC6,544$209K0.1%N/A0.001%
4/17/2024Criterion Capital Advisors LLC202,937$6.48M4.3%+35.2%0.026%
4/16/2024Moisand Fitzgerald Tamayo LLC12,961$414K0.1%-17.4%0.002%
4/16/2024Firethorn Wealth Partners LLC480,945$15.37M9.1%+0.3%0.062%
4/16/2024Pinnacle Bancorp Inc.3,830$122K0.0%-8.4%0.000%
4/16/2024Onyx Financial Advisors LLC3,290,279$105.12M65.0%+7.0%0.425%
4/16/2024Wealth Enhancement Advisory Services LLC4,521,704$144.47M0.4%+0.1%0.585%
4/15/2024Exeter Financial LLC16,688$522K0.2%+9.8%0.002%
4/15/2024Signet Financial Management LLC70,449$2.25M0.3%+1.1%0.009%
4/15/2024Sar Wealth Management Group LLC23,475$750K0.7%-16.6%0.003%
4/15/2024Wealthcare Capital Management LLC10,477$335K0.0%-6.7%0.001%
4/15/2024Wealthcare Advisory Partners LLC608,352$19.44M0.6%+0.1%0.079%
4/15/2024S.A. Mason LLC830$27K0.0%N/A0.000%
4/15/2024Northeast Financial Group Inc.46,988$1.50M0.7%N/A0.006%
4/15/2024Visionary Horizons LLC11,495$355K0.3%-3.4%0.001%
4/15/2024Brookstone Capital Management39,644$1.27M0.0%+9.6%0.005%
4/15/2024Henrickson Nauta Wealth Advisors Inc.1,743,966$54.41M24.0%+3.0%0.225%
4/15/2024Great Oak Capital Partners LLC100,382$3.21M1.4%+6.5%0.013%
4/15/2024Sound Income Strategies LLC1,120$36K0.0%N/A0.000%
4/13/2024 Von Berge Wealth Management Group LLC8,034$257K0.2%+8.1%0.001%
4/13/2024 Evanson Asset Management LLC3,963,787$126.64M9.8%+1.2%0.512%
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4/13/2024 Quad Cities Investment Group LLC50,435$1.61M0.9%+9.7%0.007%
4/13/2024 Retirement Planning Group LLC96,971$3.10M0.2%-2.4%0.013%
4/12/2024 Dynamic Advisor Solutions LLC696,934$22.27M0.8%+7.0%0.090%
4/12/2024 Morton Capital Management LLC CA1,062,802$33.96M9.2%+6.6%0.137%
4/12/2024 CGN Advisors LLC240,736$7.69M1.0%+0.3%0.031%
4/12/2024 Financial Synergies Wealth Advisors Inc.31,448$1.01M0.1%+1.5%0.004%
4/12/2024 AdvisorNet Financial Inc281,335$8.99M0.9%-41.3%0.036%
4/12/2024Lane & Associates LLC29,870$954K0.6%+8.1%0.004%
4/12/2024 Baker Boyer National Bank1,815,690$58.01M20.0%+3.3%0.235%
4/12/2024 Cherrydale Wealth Management LLC1,102,816$35.24M16.5%-0.5%0.143%
4/11/2024 Security Financial Services INC.25,193$805K0.2%-9.0%0.003%
4/11/2024 Signature Resources Capital Management LLC539,642$15.77M14.6%-3.4%0.070%
4/11/2024 City State Bank34,357$1.10M0.5%+1.1%0.004%
4/11/2024 DHJJ Financial Advisors Ltd.7,820$250K0.1%-9.8%0.001%
4/11/2024 MJP Associates Inc. ADV53,171$1.70M0.4%+9.2%0.007%
4/11/2024 Pioneer Wealth Management Group56,899$1.82M1.0%-4.9%0.007%
4/11/2024 RFG Advisory LLC386,157$12.34M0.4%+9.5%0.050%
4/11/2024 Soundmark Wealth Management LLC792,563$25.32M11.2%+1.9%0.102%
4/11/2024 Cadent Capital Advisors LLC57,384$1.83M0.7%-59.9%0.007%
4/11/2024 Walden Wealth Partners LLC842,837$26.36M15.3%+5.4%0.109%
4/10/2024 CVA Family Office LLC522,539$16.70M3.0%+0.1%0.068%
4/10/2024 Parkside Advisors LLC85,409$2.73M0.7%N/A0.011%
4/10/2024 Threadgill Financial LLC15,705$502K0.2%N/A0.002%
4/10/2024 Aprio Wealth Management LLC96,176$3.07M0.6%-10.7%0.012%
4/10/2024Trust Co of the South1,145,197$36.59M8.5%+11.6%0.148%
4/10/2024 VanderPol Investments L.L.C.118,562$3.79M10.9%-8.4%0.015%
4/10/2024 Park Avenue Securities LLC2,034,140$64.99M0.8%+6.6%0.263%
4/10/2024 McLean Asset Management Corp269,031$8.51M2.9%+2.4%0.035%
4/10/2024 Apella Capital LLC7,109,068$224.79M11.3%+12.7%0.919%
4/10/2024 Conrad Siegel Investment Advisors Inc.2,663,440$85.10M24.9%+108.8%0.344%
4/10/2024 Schulz Wealth LTD.698,388$22.31M19.1%+15.3%0.090%
4/10/2024 Abacus Wealth Partners LLC171,528$5.48M0.9%-1.5%0.022%
4/10/2024 BKA Wealth Consulting Inc.21,538$688K0.9%+8.2%0.003%
4/9/2024 Foster Group Inc.16,484$527K0.0%-13.8%0.002%
4/9/2024 Monterey Private Wealth Inc.26,903$860K0.3%-5.1%0.003%
4/9/2024 New Capital Management LP2,787,990$89.08M26.6%+14.7%0.360%
4/9/2024 Great Waters Wealth Management367,685$11.75M1.9%-4.1%0.048%
4/8/2024Emprise Bank22,316$713K0.5%N/A0.003%
4/4/2024 Shearwater Capital LLC1,695,970$54.19M39.9%+1.1%0.219%
4/3/2024 Versant Capital Management Inc692,597$22.13M6.3%-0.6%0.090%
4/2/2024 Cravens & Co Advisors LLC359,618$11.49M9.5%+1.3%0.046%
4/2/2024 Symmetry Partners LLC145,685$4.66M0.4%-79.2%0.019%
4/2/2024 Peirce Capital Management LLC830,504$26.54M14.6%+6.5%0.107%
3/26/2024Fairman Group LLC10,424$305K0.3%N/A0.001%
3/20/2024Family Wealth Partners LLC60,596$1.77M1.4%N/A0.008%
3/18/2024CoreFirst Bank & Trust2,136$62K0.0%N/A0.000%
3/15/2024BlueChip Wealth Advisors LLC7,391$216K0.2%N/A0.001%
3/15/2024B. Riley Wealth Advisors Inc.7,945$232K0.0%-37.8%0.001%
3/15/2024 VanderPol Investments L.L.C.129,449$3.78M12.9%N/A0.017%
3/14/2024 Walden Wealth Partners LLC799,396$23.37M14.7%N/A0.103%
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3/11/2024Vanguard Group Inc.103,717$3.03M0.0%+7.9%0.013%
3/8/2024ICA Group Wealth Management LLC6,302$184K0.0%-25.1%0.001%
3/6/2024SageView Advisory Group LLC405,555$12.08M0.4%-1.1%0.052%
2/29/2024Tortoise Investment Management LLC168,639$4.93M0.7%-2.0%0.022%
2/28/2024EP Wealth Advisors LLC983,441$28.75M0.4%-0.2%0.127%
2/28/2024Abel Hall LLC796,334$23.28M19.9%N/A0.103%
2/27/2024Beaird Harris Wealth Management LLC55,361$1.62M0.2%-0.6%0.007%
2/26/2024Great Oak Capital Partners LLC94,279$2.76M1.5%N/A0.012%
2/26/2024Integrated Advisors Network LLC382,006$11.17M0.6%+3.1%0.049%
2/23/2024Chicago Partners Investment Group LLC1,552,979$45.61M2.1%+2.1%0.201%
(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, 780 institutional investors and hedge funds held shares of Dimensional U.S. Core Equity 2 ETF. The most heavily invested institutionals were TFO Wealth Partners LLC ($128.65B), Envestnet Asset Management Inc. ($1.45B), Mercer Global Advisors Inc. ADV ($1.19B), Forum Financial Management LP ($1.18B), Buckingham Strategic Wealth LLC ($1.10B), LPL Financial LLC ($445.88M), and Commonwealth Equity Services LLC ($298.08M).Learn more on DFAC's institutional investors.

Which institutional investors have been buying Dimensional U.S. Core Equity 2 ETF stock?

Of the 690 institutional investors that purchased Dimensional U.S. Core Equity 2 ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Moneta Group Investment Advisors LLC ($146.60M), Mercer Global Advisors Inc. ADV ($36.11M), Envestnet Asset Management Inc. ($34.63M), Summit Wealth Group LLC ($31.08M), LPL Financial LLC ($17.11M), Forum Financial Management LP ($13.25M), and CFS Investment Advisory Services LLC ($12.80M).

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

Institutional investors have bought a total of 562,975,186 shares in the last 24 months. This purchase volume represents approximately $14.20B in transactions.

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

Of the 430 institutional investors that sold Dimensional U.S. Core Equity 2 ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Greenspring Advisors LLC ($7.61M), Cerity Partners LLC ($3.44M), CFS Investment Advisory Services LLC ($2.75M), Buckingham Strategic Partners LLC ($2.15M), Integrated Wealth Concepts LLC ($2.08M), Advisor Group Holdings Inc. ($1.74M), and Osaic Holdings Inc. ($1.31M).

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

Institutional investors have sold a total of 48,865,013 shares in the last 24 months. This volume of shares sold represents approximately $1.28B in transactions.


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This page (NYSEARCA:DFAC) was last updated on 4/19/2024 by MarketBeat.com Staff

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