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

Dimensional U.S. Core Equity 2 ETF logo
$36.38 -0.23 (-0.63%)
Closing price 07/11/2025 04:10 PM Eastern
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$36.37 -0.01 (-0.04%)
As of 07/11/2025 04:36 PM Eastern
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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)
657
Total
Institutional Inflows
(last 12 months)
$5.48B
Number of
Institutional Sellers
(last 12 months)
436
Total
Institutional Outflows
(last 12 months)
$1.81B
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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
7/11/2025Wolfstich Capital LLC401,502$14.39M31.0%-50.2%0.041%
7/11/2025Quad Cities Investment Group LLC58,039$2.08M0.9%+8.8%0.006%
7/11/2025Prosperity Planning Inc.92,836$3.33M1.0%-0.7%0.010%
7/11/2025Quantum Financial Advisors LLC35,483$1.27M0.2%+27.7%0.004%
7/11/2025Sprinkle Financial Consultants LLC20,586$738K0.5%+13.8%0.002%
7/11/2025Scratch Capital LLC550,603$19.73M16.1%+27.2%0.057%
7/11/2025Physician Wealth Solutions Inc.205,594$7.37M3.4%+4.6%0.021%
7/11/2025Kaufman Rossin Wealth LLC181,175$6.49M4.1%-3.3%0.019%
7/11/2025Farther Finance Advisors LLC436,238$15.64M0.3%+9.1%0.045%
7/11/2025Great Waters Wealth Management307,505$11.02M1.4%-6.6%0.032%
7/11/2025Silver Oak Securities Incorporated34,481$1.24M0.1%+1.9%0.004%
7/11/2025CX Institutional2,212$79K0.0%-32.4%0.000%
7/11/2025 UMB Bank n.a.809,620$29.02M0.5%-0.2%0.083%
7/11/2025Andrews Lucia Wealth Management LLC1,860,710$66.69M43.3%-2.3%0.191%
7/11/2025Rockwood Wealth Management LLC10,662,349$382.14M33.6%+4.9%1.097%
7/11/2025Elk River Wealth Management LLC5,661$203K0.0%N/A0.001%
7/11/2025Pioneer Wealth Management Group83,354$2.99M1.1%-22.1%0.009%
7/10/2025 Ryan Investment Management Inc.6,009$215K0.1%N/A0.001%
7/10/2025 Websterrogers Financial Advisors LLC246,866$8.85M2.8%-0.4%0.025%
7/10/2025 Cypress Point Wealth Management LLC1,176,085$42.15M10.3%-4.2%0.121%
7/10/2025 Waypoint Wealth Partners Inc.2,444,459$87.61M21.3%+4.6%0.251%
7/10/2025 Wealth Enhancement Advisory Services LLC4,513,314$164.83M0.3%-1.0%0.464%
7/10/2025 Strathmore Capital Advisors Inc.1,135,804$41.40M18.3%N/A0.117%
7/10/2025 RFG Holdings Inc.8,302$298K0.1%N/A0.001%
7/10/2025 Wedmont Private Capital74,775$2.73M0.1%+43.7%0.008%
7/10/2025 American Financial Advisors LLC52,158$1.87M0.3%-21.2%0.005%
7/10/2025 Brooklyn FI LLC59,966$2.15M0.6%+293.0%0.006%
7/9/2025 Aurelius Family Office LLC719,629$25.79M12.2%-0.8%0.074%
7/9/2025 Dynamic Advisor Solutions LLC1,124,306$40.30M1.2%-0.1%0.116%
7/9/2025 Archer Investment Management LLC50,706$1.82M1.3%-17.2%0.005%
7/9/2025 Seaside Wealth Management Inc.66,981$2.40M0.8%+1.9%0.007%
7/9/2025 Fiduciary Alliance LLC13,720$492K0.0%+10.2%0.001%
7/9/2025 Market Street Wealth Management Advisors LLC8,826$316K0.1%N/A0.001%
7/9/2025 Shore Point Advisors LLC20,564$737K0.4%+54.6%0.002%
7/9/2025 GEM Asset Management LLC143,429$5.19M2.7%+1.5%0.015%
7/9/2025 HFG Wealth Management LLC67,138$2.22M1.3%-1.9%0.007%
7/8/2025 Henrickson Nauta Wealth Advisors Inc.1,981,414$71.01M24.6%+3.4%0.204%
7/8/2025 Apella Capital LLC12,781,699$462.83M12.5%+8.2%1.316%
7/8/2025 ShankerValleau Wealth Advisors Inc.2,300,751$82.46M23.5%+0.6%0.237%
7/8/2025 Peirce Capital Management LLC827,618$29.66M13.2%-1.5%0.085%
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7/7/2025 Schulz Wealth LTD.795,734$28.52M21.3%+8.2%0.082%
7/7/2025 RF&L Wealth Management LLC287,575$10.31M6.6%+0.6%0.030%
7/7/2025 New Capital Management LP2,645,303$94.81M26.5%-5.2%0.272%
7/7/2025 Wesbanco Bank Inc.127,890$4.58M0.1%N/A0.013%
7/7/2025 Kings Path Partners LLC4,873$175K0.1%N/A0.001%
7/7/2025 Versant Capital Management Inc713,091$25.56M3.9%+3.0%0.073%
7/7/2025 Global Wealth Strategies & Associates3,188$114K0.0%+50.7%0.000%
7/7/2025 Discipline Wealth Solutions LLC958,576$34.36M13.2%+5.5%0.099%
7/7/2025 RB Capital Management LLC66,864$2.40M0.5%+3.9%0.007%
7/3/2025 McLean Asset Management Corp365,195$13.25M3.5%+1.4%0.038%
7/3/2025 Trust Co of the South1,310,513$46.97M8.3%+4.1%0.135%
7/3/2025 Fiduciary Financial Group LLC676,493$24.38M4.4%+6.6%0.070%
7/2/2025 Helen Stephens Group LLC752,894$26.98M6.7%-2.8%0.078%
6/13/2025Optima Capital LLC208,879$6.89M4.4%+2.1%0.022%
6/2/2025Modern Wealth Management LLC12,634$417K0.0%+7.6%0.001%
5/30/2025Porter White Investment Advisors Inc.2,539,291$83.75M41.5%N/A0.266%
5/29/2025Parkshore Wealth Management Inc.1,435,007$47.34M27.5%+15.2%0.150%
5/28/2025Intrua Financial LLC10,752$355K0.1%-8.3%0.001%
5/27/2025Advisors Capital Management LLC99,072$3.27M0.1%+3.3%0.010%
5/23/2025Triune Financial Partners LLC3,652,494$120.50M38.3%-1.7%0.382%
5/22/2025BOS Asset Management LLC10,871$359K0.1%-8.0%0.001%
5/21/2025Geneos Wealth Management Inc.586,332$19.34M0.6%+3.7%0.061%
5/20/2025Belpointe Asset Management LLC7,327$242K0.0%N/A0.001%
5/20/2025Focus Partners Wealth40,316,550$1.33B3.3%+6.5%4.216%
5/20/2025Integrity Alliance LLC.2,191,114$72.29M2.9%+12,866.7%0.229%
5/19/2025SageView Advisory Group LLC303,928$10.03M0.4%-2.1%0.032%
5/19/2025Client 1ST Advisory Group LLC1,299,415$42.87M16.7%-1.5%0.136%
5/19/2025SCS Capital Management LLC28,110$927K0.0%N/A0.003%
5/16/2025HFM Investment Advisors LLC2,716,978$89.63M26.1%N/A0.286%
5/16/2025Ascent Group LLC14,552$480K0.0%-3.4%0.002%
5/16/2025Coppell Advisory Solutions LLC6,229$202K0.0%+10.9%0.001%
5/16/2025Signature Estate & Investment Advisors LLC18,726$618K0.0%-16.0%0.002%
5/16/2025Ashton Thomas Private Wealth LLC24,960$823K0.0%+7.9%0.003%
5/16/2025Kestra Investment Management LLC35,052$1.16M0.0%+117.9%0.004%
5/16/2025Jones Financial Companies Lllp126,615$4.18M0.0%+369.8%0.013%
5/16/2025Plancorp LLC10,568,884$348.67M13.8%+0.7%1.112%
5/16/2025NewEdge Advisors LLC3,890,479$128.35M0.8%-11.8%0.409%
5/16/2025Integrated Wealth Concepts LLC2,984,535$98.46M1.1%+0.4%0.314%
5/16/2025Investmark Advisory Group LLC263,493$8.69M4.3%-0.3%0.028%
5/16/2025Jentner Corp15,329$506K0.2%+127.5%0.002%
5/16/2025Copperleaf Capital LLC141,921$4.68M2.8%+1.0%0.015%
5/16/2025Curi RMB Capital LLC8,475$280K0.0%+23.1%0.001%
5/16/2025Beaird Harris Wealth Management LLC49,808$1.64M0.1%-4.8%0.005%
5/16/2025AQR Capital Management LLC492,746$16.26M0.0%+100.0%0.052%
5/16/2025Aprio Wealth Management LLC142,667$4.71M0.6%+46.3%0.015%
5/15/2025Family Office Research LLC362,147$11.95M5.8%+3.4%0.038%
5/15/2025EP Wealth Advisors LLC1,469,214$48.47M0.4%+24.2%0.155%
5/15/2025GW Henssler & Associates Ltd.8,995$297K0.0%+19.2%0.001%
5/15/2025Focus Partners Advisor Solutions LLC16,373,873$540.17M8.2%+1.8%1.723%
5/15/2025Royal Bank of Canada3,137,751$103.52M0.0%+16.7%0.330%
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5/15/2025Betterment LLC2,552,979$84.22M0.2%+12.5%0.269%
5/15/2025Calton & Associates Inc.6,905$228K0.1%N/A0.001%
5/15/2025Connecticut Wealth Management LLC37,293$1.23M0.1%-1.6%0.004%
5/15/2025Baird Financial Group Inc.4,592,120$151.49M0.3%-1.0%0.483%
5/15/2025Vident Advisory LLC10,189$336K0.0%N/A0.001%
5/15/2025Tortoise Investment Management LLC269,998$8.91M0.9%+23.3%0.028%
5/14/2025Wealth Preservation Advisors LLC3,087$102K0.1%N/A0.000%
5/14/2025Triad Wealth Partners LLC49,260$1.63M0.5%+305.6%0.005%
5/14/2025Note Advisors LLC94,500$3.12M2.6%+2.3%0.010%
5/14/2025 RB Capital Management LLC64,364$2.12M0.5%+5.2%0.007%
(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, 1,015 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. ($1.72B), Mercer Global Advisors Inc. ADV ($1.61B), Focus Partners Wealth ($1.33B), Forum Financial Management LP ($1.25B), Buckingham Strategic Wealth LLC ($1.10B), LPL Financial LLC ($572.70M), and Focus Partners Advisor Solutions LLC ($540.17M).Learn more on Dimensional U.S. Core Equity 2 ETF's institutional investors.

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

Of the 870 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: Envestnet Asset Management Inc. ($23.39M), Mercer Global Advisors Inc. ADV ($21.82M), Apella Capital LLC ($9.64M), Forum Financial Management LP ($6.79M), Savant Capital LLC ($4.98M), LRI Investments LLC ($4.86M), and Wealthstream Advisors Inc. ($3.95M).

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

Institutional investors have bought a total of 161,828,134 shares in the last 24 months. This purchase volume represents approximately $5.48B in transactions.

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

Of the 435 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. ($5.06M), Hill Investment Group Partners LLC ($3.93M), Mercer Global Advisors Inc. ADV ($3.60M), C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($3.33M), Forum Financial Management LP ($2.93M), McGlone Suttner Wealth Management Inc. ($1.83M), and Wolfstich Capital LLC ($1.55M).

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

Institutional investors have sold a total of 53,770,969 shares in the last 24 months. This volume of shares sold represents approximately $1.81B in transactions.


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This page (NYSEARCA:DFAC) was last updated on 7/12/2025 by MarketBeat.com Staff
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