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

$33.02

+0.41 (+1.26%)

(As of 07/26/2024 ET)

Stock Analysis Chart Holdings Ownership Ratings

Number of Institutional Buyers (last 12 months): 491
Total Institutional Inflows (last 12 months): $3.97B

Number of Institutional Sellers (last 12 months): 319
Total Institutional Outflows (last 12 months): $597.39M

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DFAC Institutional Buying and Selling by Quarter

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Dimensional U.S. Core Equity 2 ETF Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/27/2024	Rockwood Wealth Management LLC	9,185,348	$296.14M	36.1%	+2.8%	1.060%
7/27/2024	Trajan Wealth LLC	662,933	$21.37M	1.4%	-3.1%	0.076%
7/27/2024	Cypress Point Wealth Management LLC	991,735	$31.97M	15.1%	+3.1%	0.114%
7/26/2024	1900 Wealth Management LLC	102,689	$3.31M	0.3%	-54.9%	0.012%
7/26/2024	Avion Wealth	348,803	$11.25M	3.1%	-3.7%	0.040%
7/26/2024	Sprinkle Financial Consultants LLC	6,213	$200K	0.2%	N/A	0.001%
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7/26/2024	Harbour Investments Inc.	10,166	$328K	0.0%	-7.5%	0.001%
7/26/2024	Patriot Financial Group Insurance Agency LLC	16,654	$537K	0.1%	-14.7%	0.002%
7/26/2024	Atomi Financial Group Inc.	6,940	$224K	0.0%	N/A	0.001%
7/26/2024	Evensky & Katz LLC	7,904	$255K	0.0%	-7.7%	0.001%
7/26/2024	Cambridge Investment Research Advisors Inc.	1,827,854	$58.93M	0.2%	-1.4%	0.211%
7/26/2024	Integrity Wealth Solutions LLC	148,269	$4.78M	3.1%	+125.0%	0.017%
7/26/2024	Signature Estate & Investment Advisors LLC	18,945	$611K	0.0%	N/A	0.002%
7/26/2024	Oceanside Advisors LLC	304,204	$9.81M	7.9%	+1.6%	0.035%
7/26/2024	Bank of New York Mellon Corp	24,332	$784K	0.0%	N/A	0.003%
7/25/2024	Catalyst Capital Advisors LLC	3,179,964	$102.52M	2.4%	+5.1%	0.367%
7/25/2024	New Millennium Group LLC	6,252	$202K	0.1%	N/A	0.001%
7/25/2024	Hills Bank & Trust Co	7,836	$253K	0.0%	-3.8%	0.001%
7/25/2024	Raymond James Trust N.A.	175,976	$5.67M	0.1%	+10.6%	0.020%
7/25/2024	Core Wealth Management Inc.	3,032,546	$97.77M	39.7%	+2.3%	0.350%
7/25/2024	Heritage Wealth Management Inc. CA	176,213	$5.68M	4.2%	-2.4%	0.020%
7/25/2024	Keb Asset Management LLC	1,875,790	$60.48M	20.3%	+2.0%	0.216%
7/25/2024	Retirement Solution LLC	371,696	$11.98M	3.2%	+9.2%	0.043%
7/25/2024	Waypoint Wealth Partners Inc.	2,353,021	$75.86M	22.2%	-1.3%	0.271%
7/24/2024	LRI Investments LLC	2,417,500	$77.94M	8.9%	+2.3%	0.279%
7/24/2024	Better Money Decisions LLC	21,239	$685K	0.5%	-1.5%	0.002%
7/24/2024	Leonard Rickey Investment Advisors P.L.L.C.	7,803	$252K	0.1%	N/A	0.001%
7/23/2024	Geneos Wealth Management Inc.	425,018	$13.70M	0.6%	+292.3%	0.049%
7/23/2024	Bridge Advisory LLC	6,238	$201K	0.1%	N/A	0.001%
7/23/2024	Alpha Financial Advisors LLC	126,936	$4.09M	2.0%	-4.6%	0.015%
7/23/2024	Heritage Financial Services LLC	6,144,820	$198.11M	28.4%	+3.5%	0.709%
7/23/2024	Security Financial Services INC.	23,448	$756K	0.2%	-6.9%	0.003%
7/23/2024	Exchange Capital Management Inc.	11,887	$383K	0.1%	-22.7%	0.001%
7/23/2024	KG&L Capital Management LLC	355,575	$11.46M	4.0%	N/A	0.041%
7/23/2024	Elser Financial Planning Inc	19,372	$625K	0.1%	N/A	0.002%
7/22/2024	Atria Wealth Solutions Inc.	47,302	$1.53M	0.0%	+2.5%	0.005%
7/22/2024	Fifth Third Bancorp	37,711	$1.22M	0.0%	+12.7%	0.004%
7/22/2024	Krilogy Financial LLC	133,132	$4.29M	0.3%	+16.0%	0.015%
7/22/2024	Sanibel Captiva Trust Company Inc.	38,593	$1.24M	0.0%	+499.4%	0.004%
7/22/2024	Chico Wealth RIA	1,532,970	$49.42M	45.3%	+3.7%	0.177%
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7/22/2024	Kraft Asset Management LLC	682,871	$22.02M	18.5%	-3.3%	0.079%
7/22/2024	RCS Financial Planning LLC	655,673	$21.14M	12.5%	+25.0%	0.076%
7/22/2024	Wealthspan Partners LLC	92,342	$2.98M	1.6%	+3.9%	0.011%
7/22/2024	Horizon Wealth Management LLC	9,406	$303K	0.1%	-27.2%	0.001%
7/20/2024	Raymond James Financial Services Advisors Inc.	2,823,088	$91.02M	0.1%	+3.9%	0.326%
7/20/2024	Apollon Wealth Management LLC	154,387	$4.98M	0.2%	+5.4%	0.018%
7/20/2024	Zhang Financial LLC	2,217,429	$71.49M	5.0%	+13.5%	0.256%
7/19/2024	Greenspring Advisors LLC	7,393,521	$238.37M	57.4%	+2.4%	0.853%
7/19/2024	Onyx Financial Advisors LLC	3,334,700	$107.51M	64.4%	+1.4%	0.385%
7/19/2024	Western Wealth Management LLC	137,383	$4.43M	0.3%	-1.8%	0.016%
7/19/2024	BetterWealth LLC	2,889,416	$93.16M	29.7%	-0.1%	0.333%
7/19/2024	RF&L Wealth Management LLC	292,146	$9.42M	7.2%	-0.3%	0.034%
7/19/2024	WestHill Financial Advisors Inc.	87,118	$2.81M	0.7%	-0.7%	0.010%
7/19/2024	Raymond James & Associates	268,194	$8.65M	0.0%	-14.8%	0.031%
7/19/2024	Hoylecohen LLC	98,530	$3.18M	0.2%	-7.6%	0.011%
7/19/2024	Signature Resources Capital Management LLC	612,894	$19.76M	16.4%	+13.6%	0.071%
7/19/2024	McGlone Suttner Wealth Management Inc.	4,600,262	$148K	0.0%	+31.9%	0.531%
7/19/2024	Brewster Financial Planning LLC	37,270	$1.20M	1.0%	-2.0%	0.004%
7/19/2024	Acorn Creek Capital LLC	24,872	$802K	0.5%	-2.2%	0.003%
7/18/2024	Sutton Place Investors LLC	237,912	$7.67M	5.1%	-0.9%	0.027%
7/18/2024	Gradient Investments LLC	3,308	$107K	0.0%	N/A	0.000%
7/18/2024	Brookstone Capital Management	38,040	$1.27M	0.0%	-4.0%	0.004%
7/18/2024	Blue Trust Inc.	37,295	$1.19M	0.0%	-20.1%	0.004%
7/18/2024	Rappaport Reiches Capital Management LLC	267,340	$8.62M	2.5%	-0.2%	0.031%
7/18/2024	Pure Financial Advisors LLC	4,802,091	$154.82M	4.3%	-2.5%	0.554%
7/18/2024	Winthrop Advisory Group LLC	341,806	$11.02M	1.5%	-2.4%	0.039%
7/18/2024	Fiduciary Financial Group LLC	524,427	$17.75M	4.3%	N/A	0.061%
7/17/2024	Physician Wealth Advisors Inc.	189,243	$6.41M	1.2%	-0.8%	0.022%
7/17/2024	Ruedi Wealth Management Inc.	2,220,798	$71.60M	28.2%	-2.7%	0.256%
7/17/2024	Annapolis Financial Services LLC	38,776	$1.25M	0.4%	-2.3%	0.004%
7/17/2024	Midwest Heritage Bank FSB	1,111,322	$35.83M	18.1%	+2.5%	0.128%
7/17/2024	Mattern Wealth Management LLC	988,351	$31.86M	7.7%	+113.7%	0.114%
7/17/2024	Galvin Gaustad & Stein LLC	11,078	$357K	0.0%	+16.1%	0.001%
7/17/2024	Vannoy Advisory Group Inc.	1,187,573	$38.29M	29.7%	-1.4%	0.137%
7/17/2024	Eaton Cambridge Inc.	2,301,378	$74.20M	38.0%	+1.6%	0.266%
7/17/2024	Valued Wealth Advisors LLC	167,590	$5.40M	3.7%	+1.0%	0.019%
7/17/2024	Keudell Morrison Wealth Management	484,750	$15.63M	4.6%	+5.0%	0.056%
7/17/2024	AdvisorNet Financial Inc	296,647	$9.56M	0.9%	+5.4%	0.034%
7/16/2024	Envestnet Portfolio Solutions Inc.	74,987	$2.42M	0.0%	-8.6%	0.009%
7/16/2024	Great Valley Advisor Group Inc.	1,102,237	$35.54M	1.0%	+2.8%	0.127%
7/16/2024	Financial Insights Inc.	278,941	$8.99M	2.5%	-11.0%	0.032%
7/16/2024	SJS Investment Consulting Inc.	9,063,653	$292.21M	56.6%	+0.3%	1.046%
7/16/2024	Wealth Enhancement Advisory Services LLC	4,644,645	$149.74M	0.4%	+2.7%	0.536%
7/16/2024	Kure Advisory LLC	78,110	$2.52M	2.1%	+4.8%	0.009%
7/16/2024	Gemmer Asset Management LLC	239,450	$7.72M	0.8%	+74.1%	0.028%
7/16/2024	WASHINGTON TRUST Co	28,438	$917K	0.0%	+149.1%	0.003%
7/16/2024	JFS Wealth Advisors LLC	3,002,982	$96.82M	7.6%	+2.7%	0.346%
7/16/2024	Sequoia Financial Advisors LLC	346,663	$11.18M	0.1%	-5.3%	0.040%
7/15/2024	Dynamic Advisor Solutions LLC	1,024,258	$33.02M	1.0%	+47.0%	0.118%
7/15/2024	Transform Wealth LLC	6,567	$212K	0.0%	N/A	0.001%
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7/15/2024	Aspiriant LLC	282,494	$9.11M	0.4%	+0.2%	0.033%
7/15/2024	Northeast Financial Group Inc.	41,787	$1.35M	0.6%	-11.1%	0.005%
7/15/2024	Aspire Private Capital LLC	31,528	$1.02M	0.3%	+6.4%	0.004%
7/15/2024	RFG Advisory LLC	391,594	$12.63M	0.4%	+1.4%	0.045%
7/15/2024	Melfa Wealth Management Inc.	329,075	$10.61M	7.4%	-0.4%	0.038%
7/13/2024	Quad Cities Investment Group LLC	51,547	$1.66M	0.9%	+2.2%	0.006%
7/13/2024	Pioneer Wealth Management Group	60,057	$1.94M	1.0%	+5.6%	0.007%
7/13/2024	Retirement Planning Group LLC	93,450	$3.01M	0.2%	-3.6%	0.011%
7/13/2024	MJP Associates Inc. ADV	51,470	$1.66M	0.3%	-3.2%	0.006%
7/13/2024	Evanson Asset Management LLC	3,959,762	$127.66M	9.8%	-0.1%	0.457%

(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 Envestnet Asset Management Inc. ($1.45B), Forum Financial Management LP ($1.26B), Buckingham Strategic Wealth LLC ($1.10B), Mercer Global Advisors Inc. ADV ($904.21M), LPL Financial LLC ($445.88M), Plancorp LLC ($350.75M), and Commonwealth Equity Services LLC ($339.15M).Learn more on DFAC's institutional investors.
Which institutional investors have been buying Dimensional U.S. Core Equity 2 ETF stock?: Of the 679 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: Envestnet Asset Management Inc. ($33.88M), Summit Wealth Group LLC ($31.01M), Mercer Global Advisors Inc. ADV ($24.79M), LPL Financial LLC ($17.11M), Forum Financial Management LP ($10.15M), CFS Investment Advisory Services LLC ($9.81M), and Guardian Wealth Advisors LLC ($9.70M).
How much institutional buying is happening at Dimensional U.S. Core Equity 2 ETF?: Institutional investors have bought a total of 362,815,800 shares in the last 24 months. This purchase volume represents approximately $9.40B in transactions.

Which Dimensional U.S. Core Equity 2 ETF major shareholders have been selling company stock?: Of the 415 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: CFS Investment Advisory Services LLC ($2.75M), Buckingham Strategic Partners LLC ($2.15M), C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($1.56M), Osaic Holdings Inc. ($1.44M), Greenspring Advisors LLC ($1.09M), Forum Financial Management LP ($921.62K), and LPL Financial LLC ($849.77K).
How much institutional selling is happening at Dimensional U.S. Core Equity 2 ETF?: Institutional investors have sold a total of 35,318,683 shares in the last 24 months. This volume of shares sold represents approximately $961.09M in transactions.