S&P 500   5,051.41
DOW   37,798.97
QQQ   431.10
ASML’s Earnings Could Bring The Stock to New Highs
Kinder Morgan Stock Bid Up In An Oil Breakout
Undervalued UnitedHealth Group Won’t Be For Long
Silicon Motion Proves That AI in Motion Stays in Motion
DocuSign and The Case for 66% Upside 
3 Computer Vision Stocks for Long-Term Gains From AI
Closing prices for crude oil, gold and other commodities
S&P 500   5,051.41
DOW   37,798.97
QQQ   431.10
ASML’s Earnings Could Bring The Stock to New Highs
Kinder Morgan Stock Bid Up In An Oil Breakout
Undervalued UnitedHealth Group Won’t Be For Long
Silicon Motion Proves That AI in Motion Stays in Motion
DocuSign and The Case for 66% Upside 
3 Computer Vision Stocks for Long-Term Gains From AI
Closing prices for crude oil, gold and other commodities
S&P 500   5,051.41
DOW   37,798.97
QQQ   431.10
ASML’s Earnings Could Bring The Stock to New Highs
Kinder Morgan Stock Bid Up In An Oil Breakout
Undervalued UnitedHealth Group Won’t Be For Long
Silicon Motion Proves That AI in Motion Stays in Motion
DocuSign and The Case for 66% Upside 
3 Computer Vision Stocks for Long-Term Gains From AI
Closing prices for crude oil, gold and other commodities
S&P 500   5,051.41
DOW   37,798.97
QQQ   431.10
ASML’s Earnings Could Bring The Stock to New Highs
Kinder Morgan Stock Bid Up In An Oil Breakout
Undervalued UnitedHealth Group Won’t Be For Long
Silicon Motion Proves That AI in Motion Stays in Motion
DocuSign and The Case for 66% Upside 
3 Computer Vision Stocks for Long-Term Gains From AI
Closing prices for crude oil, gold and other commodities

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

$30.41
-0.13 (-0.43%)
(As of 04/16/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
514
Total
Institutional Inflows
(last 12 months)
$6.07B
Number of
Institutional Sellers
(last 12 months)
325
Total
Institutional Outflows
(last 12 months)
$505.14M
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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
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%
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%
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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%
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%
2/21/2024WNY Asset Management LLC120,200$3.51M0.6%+6.0%0.016%
2/21/2024Adroit Compliance LLC8,365$245K0.1%N/A0.001%
2/21/2024Austin Wealth Management LLC1,291,852$39.12M10.5%-5.0%0.167%
2/20/2024Able Wealth Management LLC998$29K0.0%N/A0.000%
2/16/2024SageView Advisory Group LLC405,555$12.08M0.4%-1.1%0.052%
2/15/2024Mercer Global Advisors Inc. ADV40,834,057$1.19B3.6%+18.3%5.279%
2/15/2024LifePro Asset Management91,589$2.68M2.1%+106.9%0.012%
2/15/2024Venture Visionary Partners LLC137,945$4.03M0.2%-2.6%0.018%
2/15/2024Townsquare Capital LLC153,449$4.49M0.1%-3.9%0.020%
2/15/2024Hassell Wealth Management LLC486,871$14.50M9.7%-4.6%0.063%
2/15/2024Moneta Group Investment Advisors LLC143,962$4.21M0.1%-2.8%0.019%
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2/15/2024Websterrogers Financial Advisors LLC290,071$8.48M3.5%-1.6%0.038%
2/15/2024Modera Wealth Management LLC5,216,705$152.48M2.5%+2.3%0.674%
2/15/2024Nwam LLC283,689$8.29M0.7%+2.5%0.037%
2/15/2024Freedom Investment Management Inc.43,845$1.28M0.1%N/A0.006%
2/15/2024Buckingham Strategic Partners LLC6,412,112$187.43M9.0%-25.1%0.829%
2/15/2024Buckingham Strategic Wealth LLC37,499,436$1.10B13.0%-0.2%4.848%
2/15/2024Baird Financial Group Inc.4,498,908$131.50M0.3%+3.6%0.582%
2/15/2024C M Bidwell & Associates Ltd.93,122$2.72M2.0%+12.0%0.012%
2/15/2024Comerica Bank2,231,697$65.23M0.3%-5.3%0.289%
2/14/2024Royal Bank of Canada1,212,572$35.44M0.0%+22.1%0.157%
(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, 776 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 687 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 562,586,291 shares in the last 24 months. This purchase volume represents approximately $14.18B in transactions.

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

Of the 429 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 48,601,924 shares in the last 24 months. This volume of shares sold represents approximately $1.27B in transactions.


This page (NYSEARCA:DFAC) was last updated on 4/17/2024 by MarketBeat.com Staff

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