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

Dimensional U.S. Core Equity 2 ETF logo
$42.69 +0.43 (+1.02%)
As of 04:10 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)
771
Total
Institutional Inflows
(last 12 months)
$6.40B
Number of
Institutional Sellers
(last 12 months)
527
Total
Institutional Outflows
(last 12 months)
$3.79B
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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
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%
5/5/2026 Sigma Planning Corp10,951$426K0.0%-22.2%0.001%
5/5/2026 Cogent Strategic Wealth LLC549,427$21.35M21.9%+2.9%0.052%
5/5/2026 MB Generational Wealth LLC228,900$8.90M4.9%+18.1%0.022%
5/5/2026 Nwam LLC353,526$13.74M0.8%+0.3%0.034%
5/5/2026 Avantax Planning Partners Inc.261,521$10.16M0.3%-13.2%0.025%
5/4/2026 Summit Wealth Group LLC388,492$15.10M3.5%-1.6%0.037%
5/4/2026 Beckerman Institutional LLC130,220$5.06M2.7%+1.5%0.012%
5/4/2026 Retirement Planning Group LLC100,696$3.91M0.1%-1.6%0.010%
5/4/2026 Lutz Financial Services LLC919,611$35.74M2.4%+2.5%0.088%
5/4/2026 Empirical Financial Services LLC d.b.a. Empirical Wealth Management710,928$27.63M0.5%-0.6%0.068%
5/4/2026 Glassman Wealth Services1,576,925$61.28M8.3%+3.1%0.150%
5/4/2026 Archer Investment Corp4,955$193K0.0%+1,508.8%0.000%
5/4/2026 Nadler Financial Group Inc.10,111$393K0.0%N/A0.001%
5/4/2026 Chicago Partners Investment Group LLC897,015$37.79M0.7%+4.0%0.086%
5/4/2026 Ruedi Wealth Management Inc.2,290,135$89.00M22.9%-1.8%0.218%
5/4/2026 Vantage Point Financial LLC1,002,720$38.97M13.7%+1.8%0.096%
5/2/2026 Avion Wealth264,087$10.26M2.1%-5.3%0.025%
5/2/2026 Navigate Wealth Management LLC26,893$1.13M0.8%N/A0.003%
5/2/2026 Silver Oak Advisory Group Inc.464,582$18.05M7.8%+16.0%0.044%
5/2/2026 Financial Alternatives Inc833,008$32.37M17.5%+30.0%0.079%
5/2/2026 Diversify Wealth Management LLC436,833$18.33M0.3%+21.4%0.042%
5/2/2026 Vestment Financial LLC1,108,406$46.70M24.0%+6.8%0.106%
5/2/2026 Carnegie Investment Counsel12,950$503K0.0%+23.2%0.001%
5/2/2026 UNIVEST FINANCIAL Corp35,817$1.39M0.1%-2.7%0.003%
5/1/2026 180 Wealth Advisors LLC13,820$537K0.1%+40.0%0.001%
5/1/2026 Midwest Trust Co161,210$6.27M0.1%+2.2%0.015%
5/1/2026 Fifth Third Bancorp1,631,943$63.42M0.1%+3,357.8%0.156%
5/1/2026 Banyan Capital Management Inc.9,396$365K0.2%-7.2%0.001%
5/1/2026 Signature Resources Capital Management LLC585,167$22.74M10.8%+6.4%0.056%
5/1/2026 Warburton Capital Management LLC2,031,981$82.52M40.3%-0.1%0.194%
5/1/2026 Simplicity Wealth LLC444,593$17.28M1.0%-4.7%0.042%
5/1/2026 Sequoia Financial Advisors LLC440,732$17.13M0.1%-3.3%0.042%
4/30/2026 Torren Management LLC68,458$2.66M1.3%-2.5%0.007%
4/30/2026 Hassell Wealth Management LLC333,506$12.96M4.3%-0.1%0.032%
4/30/2026 Waterfront Wealth Inc.260,410$10.12M1.9%-12.3%0.025%
4/30/2026 Valued Wealth Advisors LLC131,262$5.10M2.1%-15.2%0.013%
4/30/2026 Triune Financial Partners LLC3,684,951$143.20M34.1%+1.5%0.352%
4/30/2026 Mosaic Family Wealth Partners LLC35,424$1.38M0.1%-2.2%0.003%
4/30/2026 Kestra Advisory Services LLC2,462,633$95.70M0.4%+13.4%0.235%
4/30/2026 Summit Portfolio Management LTD.92,402$3.59M2.3%N/A0.009%
4/30/2026 Integrity Investment Advisors LLC40,917$1.59M0.9%+1.5%0.004%
4/30/2026 SwitchPoint Financial Planning LLC738,764$28.71M19.5%+3.5%0.071%
4/30/2026 Austin Asset Management Co Inc4,042,822$157.10M26.5%+0.2%0.386%
4/30/2026 CFS Investment Advisory Services LLC647,521$27.25M1.9%+10.0%0.062%
4/30/2026 Frankly Finances LLC4,460$173K0.2%-53.8%0.000%
4/30/2026 Efficient Advisors LLC782,273$30.40M2.2%-41.0%0.075%
4/29/2026 Rockwood Wealth Management LLC12,077,663$469.34M33.6%+4.1%1.153%
4/29/2026 McLaughlin Asset Management Inc.10,454$406K0.4%N/A0.001%
4/29/2026 American Capital Advisory LLC724,910$28.17M11.4%+3.0%0.069%
4/29/2026 Jackson Thornton Wealth Management LLC4,902,914$198.52M17.6%+1.2%0.468%
4/29/2026 Corus Family Wealth Advisors565,771$21.99M17.9%+7.6%0.054%
4/29/2026 Burney Co.5,885$229K0.0%N/A0.001%
4/29/2026 Integrated Advisors Network LLC371,740$14.45M0.8%+1.4%0.035%
4/29/2026 Sage Rhino Capital LLC19,977$776K0.1%+3.0%0.002%
4/29/2026 Core Wealth Management Inc.3,054,577$118.70M36.4%+0.9%0.292%
4/29/2026 Oceanside Advisors LLC340,920$13.25M7.6%+3.4%0.033%
4/29/2026 Canvas Wealth Advisors LLC98,470$3.83M0.7%+685.9%0.009%
4/28/2026 Busey Bank26,501$1.03M0.0%+1.6%0.003%
4/28/2026 Planning Center Inc.1,877,973$72.98M7.4%-2.3%0.179%
4/28/2026 Abel Hall LLC1,109,445$43.11M9.2%+4.8%0.106%
4/28/2026 Ascentis Independent Advisors16,942$658K0.0%+220.2%0.002%
4/28/2026 Berger Financial Group Inc186,843$7.26M0.4%-2.8%0.018%
4/28/2026 HBE Wealth Management LLC166,377$6.47M5.6%+11.1%0.016%
4/28/2026 TI Trust Inc.16,470$640K0.4%-5.2%0.002%
4/28/2026 Brighton Jones LLC1,768,296$68.72M2.9%-6.3%0.169%
4/28/2026 CWS Financial Advisors LLC6,123$238K0.1%N/A0.001%
4/28/2026 Level Wealth Management LLC63,186$2.46M1.2%+24.4%0.006%
4/28/2026 QRG Capital Management Inc.16,378$636K0.0%-35.4%0.002%
4/27/2026 TCI Wealth Advisors Inc.2,362,453$91.81M4.9%+4.6%0.226%
4/27/2026 Integrity Wealth Partners LLC205,241$7.98M7.2%N/A0.020%
4/27/2026 HB Wealth Management LLC1,831,592$71.18M0.5%+0.7%0.175%
4/27/2026 BIP Wealth LLC65,336$2.54M0.1%N/A0.006%
4/27/2026 Baer Investment Advisory LLC29,110$1.13M0.1%N/A0.003%
4/27/2026 World Investment Advisors46,662$1.81M0.0%+7.5%0.004%
4/27/2026 Legacy Financial Group Inc.549,536$21.36M5.6%-1.0%0.052%
4/27/2026 Bedminster LLC10,125$393K0.4%-5.6%0.001%
4/27/2026 Private Advisor Group LLC2,851,717$110.82M0.5%+3.7%0.272%
4/27/2026 Financial Plan Inc.3,536,742$137.44M14.7%+6.0%0.338%
4/27/2026 Heffernan Advisory Inc.275,385$10.70M9.9%+8.0%0.026%
4/25/2026 Axis Wealth Partners LLC58,307$2.27M1.2%+2.3%0.006%
4/25/2026 Boston Trust Walden Corp19,164$745K0.0%-11.0%0.002%
4/25/2026 Bayshore Asset Management LLC1,167,414$45.37M18.1%-0.3%0.112%
4/25/2026 Physician Wealth Advisors Inc.138,826$5.40M0.8%-0.6%0.013%
4/25/2026 rebel Financial LLC30,562$1.19M0.5%-3.3%0.003%
4/25/2026 BetterWealth LLC2,830,509$109.99M21.6%+1.1%0.270%
4/24/2026 Root Financial Partners LLC439,940$17.10M0.8%+3.1%0.042%
4/24/2026 Keb Asset Management LLC2,189,130$85.07M16.3%+3.2%0.209%
4/24/2026 Essex Financial Services Inc.25,390$987K0.1%+28.3%0.002%
4/24/2026 PW Advisors LLC FL473,396$18.40M13.8%+7.8%0.045%
4/24/2026 Squire Investment Management Company LLC1,125,104$43.72M12.2%+7.1%0.108%
4/24/2026 Merited Wealth LLC76,627$2.98M2.5%+10.5%0.007%
4/24/2026 True Blue Financial LLC158,243$6.15M4.8%-2.5%0.015%
4/24/2026 Tcfg Wealth Management LLC61,887$2.41M0.9%-3.6%0.006%
4/24/2026 Exeter Financial LLC35,106$1.36M0.6%+5.1%0.003%
4/24/2026 Johnson Wealth Management LLC1,076,380$41.83M20.2%+5.4%0.103%
4/23/2026 KOM Wealth Management Group LLC81,789$3.18M2.2%-24.3%0.008%
4/23/2026 Mayflower Financial Advisors LLC9,409$366K0.0%N/A0.001%


DFAC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DFAC shares?

During the previous two years, 1,175 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.

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

Of the 1,002 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).

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

Institutional investors have bought a total of 168,950,726 shares in the last 24 months. This purchase volume represents approximately $6.40B in transactions.

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

Of the 525 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), Hill Investment Group Partners LLC ($4.37M), Vestmark Advisory Solutions Inc. ($4.19M), Mach 1 Financial Group LLC ($2.47M), Commonwealth Equity Services LLC ($2.33M), and Henrickson Nauta Wealth Advisors Inc. ($2.07M).

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

Institutional investors have sold a total of 100,657,392 shares in the last 24 months. This volume of shares sold represents approximately $3.79B in transactions.


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