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

Dimensional U.S. Core Equity 2 ETF logo
$45.72 -0.04 (-0.09%)
As of 09/4/2026 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
648
Total
Institutional Inflows
(last 12 months)
$5.14B
Number of
Institutional Sellers
(last 12 months)
458
Total
Institutional Outflows
(last 12 months)
$2.97B
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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
9/2/2026 MLG Wealth Management DBA Pine Grove Financial Group512,692$22.74M2.3%-4.9%0.048%
9/2/2026 Kinetic Wealth Investment Advisors LLC8,926$396K0.2%N/A0.001%
8/27/2026 Corient Private Wealth LP3,935,874$174.60M0.2%-6.4%0.366%
8/26/2026 Schulz Wealth LTD.953,100$42.28M22.0%N/A0.089%
8/25/2026 Financial Insights Inc.72,907$3.23M0.9%-6.8%0.007%
8/23/2026 Washington Trust Advisors Inc.38,906$1.73M0.1%+28.4%0.004%
8/23/2026 Ameritas Advisory Services LLC10,367$460K0.0%-49.6%0.001%
8/23/2026 Straight Path Wealth Management1,883,822$83.57M19.4%+3.5%0.175%
8/23/2026 Henrickson Nauta Wealth Advisors Inc.2,367,747$105.03M25.6%+3.0%0.220%
8/23/2026 Andrews Lucia Wealth Management LLC1,649,228$73.16M38.4%-2.9%0.153%
8/23/2026 Bayshore Asset Management LLC1,141,268$50.63M17.1%-2.2%0.106%
8/23/2026 Midwest Heritage Bank FSB1,280,771$56.82M16.1%+0.4%0.119%
8/23/2026 Yarger Wealth Strategies LLC69,602$3.11M1.1%-1.8%0.006%
8/23/2026 Beaird Harris Wealth Management LLC51,832$2.30M0.1%+4.4%0.005%
8/23/2026 HB Wealth Management LLC1,821,322$80.79M0.5%-0.6%0.169%
8/23/2026 Hutchens & Kramer Investment Management Group LLC530,816$23.55M6.4%-2.8%0.049%
8/23/2026 Chico Wealth RIA1,806,421$80.13M41.8%+0.6%0.168%
8/23/2026 Red Lighthouse Investment Management LLC1,049,483$46.56M13.4%-0.5%0.098%
8/22/2026 Beacon Hill Wealth Management LTD.701,602$31.12M21.6%N/A0.065%
8/22/2026 Advisory Solutions Group LLC5,474$243K0.1%N/A0.001%
8/22/2026 NI Acquisitions Company LLC2,414$107K0.0%N/A0.000%
8/22/2026 Markowski Investments4,321$192K0.0%N/A0.000%
8/22/2026 Highland Investment Advisors LLC29,846$1.32M0.6%N/A0.003%
8/22/2026 TOP Private Wealth LLC.666$30K0.0%N/A0.000%
8/22/2026 Sensenig Capital Advisors Inc369,776$16.40M15.0%-1.2%0.034%
8/22/2026 Vested Financial Planning LLC965,539$42.83M28.7%-1.6%0.090%
8/22/2026 Sapient Capital LLC4,761$211K0.0%N/A0.000%
8/22/2026 TD Waterhouse Canada Inc.1,345$59K0.0%N/A0.000%
8/22/2026 Concurrent Investment Advisors LLC371,019$16.46M0.1%+5.3%0.034%
8/21/2026 Smallwood Wealth Investment Management LLC5,727$254K0.1%N/A0.001%
8/21/2026 WorthPointe LLC1,695,187$75.20M18.2%-1.3%0.158%
8/21/2026 Greenspring Advisors LLC12,639,119$560.67M30.8%-5.4%1.175%
8/21/2026 Mayport LLC19,945$885K0.1%+4.9%0.002%
8/21/2026 Continuum Advisory LLC4,481$199K0.0%N/A0.000%
8/21/2026 Safeguard Investment Advisory Group LLC1,926,531$85.46M19.1%-4.7%0.179%
8/21/2026 Orion Capital Management LLC94,423$4.19M1.3%-0.8%0.009%
8/21/2026 Tranquilli Financial Advisor LLC131,766$5.85M3.1%+5.1%0.012%
8/21/2026 Live Oak Private Wealth LLC71,657$3.18M0.4%+19.5%0.007%
8/21/2026 Natural Investments LLC8,004$355K0.1%-6.6%0.001%
8/21/2026 Acorn Wealth Advisors LLC623,542$27.66M6.3%+11.8%0.058%
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8/20/2026 Clifford Swan Investment Counsel LLC17,175$762K0.0%-7.1%0.002%
8/20/2026 Rehmann Capital Advisory Group630,644$27.98M1.2%-1.2%0.059%
7/10/2026 JFS Wealth Advisors LLC4,515,601$200.31M10.0%+11.6%0.423%
7/10/2026 DiNuzzo Private Wealth Inc.917,087$40.68M4.0%0.0%0.086%
7/10/2026 Peirce Capital Management LLC746,235$33.10M12.1%-6.7%0.070%
7/10/2026 Canvas Wealth Advisors LLC181,125$8.04M1.1%+83.9%0.017%
7/10/2026 Fiduciary Financial Group LLC896,427$39.77M4.5%+12.3%0.084%
7/10/2026 Prosperity Planning Inc.72,692$3.23M0.7%-2.3%0.007%
7/10/2026 ShankerValleau Wealth Advisors Inc.2,197,279$97.47M25.7%-2.9%0.204%
7/10/2026 Bay Colony Advisory Group Inc d b a Bay Colony Advisors7,891$350K0.0%-23.1%0.001%
7/10/2026 Mendota Financial Group LLC15,020$666K0.4%-8.4%0.001%
7/10/2026 Wealthcare Advisory Partners LLC925,525$41.06M0.8%-3.3%0.087%
7/9/2026 Revolve Wealth Partners LLC34,320$1.52M0.2%N/A0.003%
7/9/2026 Ares Financial Consulting LLC66,568$2.95M2.1%-7.1%0.006%
7/9/2026 Asset Advisory Group Inc.209,020$9.27M4.1%+10.1%0.020%
7/9/2026 CPA Asset Management Group LLC453,471$20.12M5.8%+2,971.7%0.042%
7/9/2026 Sapient Capital LLC4,761$211K0.0%N/A0.000%
7/9/2026 Wealthcare Capital Management LLC5,891$261K0.0%-34.3%0.001%
7/9/2026 Great Waters Wealth Management290,112$12.87M1.2%-1.5%0.027%
7/9/2026 Sax Wealth Advisors LLC2,149,185$95.34M3.5%+5.2%0.201%
7/9/2026 Lexington Hill Partners LLC43,823$1.94M0.9%-5.5%0.004%
7/8/2026 Beaird Harris Wealth Management LLC51,832$2.30M0.1%+4.4%0.005%
7/8/2026 Thurston Springer Miller Herd & Titak Inc.10,889$483K0.2%+3.6%0.001%
7/8/2026 Baring Financial LLC13,570$602K0.3%-13.6%0.001%
7/8/2026 3 Factor Indexing LLC534,756$23.72M20.1%-0.3%0.050%
7/8/2026 Williams & Novak LLC6,554$291K0.2%-4.6%0.001%
7/8/2026 Strategic Investment Solutions Inc. IL193,784$8.60M2.0%-3.5%0.018%
7/8/2026 Factor Wealth Management LTD245,177$10.88M1.6%-0.3%0.023%
7/8/2026 Twin Cities Retirement Group LLC119,962$5.32M4.6%-2.6%0.011%
7/8/2026 RVW Wealth LLC125,776$5.58M0.4%-2.2%0.012%
7/8/2026 Bannerman Wealth Management Group LLC1,243,763$55.17M32.2%+2.9%0.116%
7/8/2026 Shearwater Capital LLC1,713,356$76.00M36.3%+0.6%0.160%
7/8/2026 Apella Capital LLC16,110,656$713.38M10.1%+2.5%1.508%
7/8/2026 Clark Asset Management LLC139,264$6.18M0.5%+17.3%0.013%
7/8/2026 Evanson Financial LLC3,978,431$176.48M8.7%N/A0.372%
7/8/2026 Archer Investment Management LLC37,347$1.66M0.6%-0.9%0.003%
7/7/2026 Pioneer Wealth Management Group88,103$3.91M0.9%-2.8%0.008%
7/7/2026 Fermata Advisors LLC13,269$589K0.1%N/A0.001%
7/7/2026 180 Wealth Advisors LLC15,686$696K0.1%+13.5%0.001%
7/7/2026 Foster Group Inc.8,715$387K0.0%-42.4%0.001%
7/7/2026 Quad Cities Investment Group LLC73,455$3.26M1.2%+6.1%0.007%
7/7/2026 Balefire LLC13,938$618K0.1%-79.3%0.001%
7/7/2026 Dynamic Advisor Solutions LLC728,217$32.30M0.9%-2.8%0.068%
7/7/2026 CGN Advisors LLC215,191$9.55M0.7%+1.3%0.020%
7/7/2026 CoreCap Advisors LLC28,461$1.26M0.0%-2.1%0.003%
7/2/2026 Versant Capital Management Inc954,017$42.32M3.8%+3.5%0.089%
7/2/2026 CX Institutional5,654$251K0.0%-15.0%0.001%
7/1/2026 Trust Co of the South1,301,185$57.72M8.1%-0.1%0.124%
6/24/2026 Optimus Capital Advisors LLC591,534$22.99M13.6%+4.3%0.056%
6/11/2026 E Wealth Partners LLC78,999$3.07M2.5%+23.8%0.008%
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6/9/2026 Robinswood Financial LLC12,009$467K0.6%N/A0.001%
6/3/2026 CoreFirst Bank & Trust3,380$131K0.1%-8.2%0.000%
6/3/2026 NewEdge Advisors LLC2,292,841$89.10M0.3%-7.7%0.219%
6/1/2026 Foguth Wealth Management LLC.8,089$314K0.0%N/A0.001%
6/1/2026 Keel Point LLC25,513$991K0.1%+20.5%0.002%
5/29/2026 Asset Dedication LLC4,457,997$173.24M12.1%+2.5%0.425%
5/27/2026 Security Financial Services INC.19,085$742K0.1%-4.3%0.002%
5/22/2026 WNY Asset Management LLC1,589,897$61.78M6.4%N/A0.152%
5/22/2026 Segall Bryant & Hamill LLC10,940$437K0.0%N/A0.001%
5/22/2026 Verus Capital Partners LLC30,502$1.19M0.1%-30.4%0.003%


DFAC Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,166 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), Apella Capital LLC ($713.38M), LPL Financial LLC ($702.42M), Focus Partners Advisor Solutions LLC ($631.03M), and Greenspring Advisors LLC ($560.67M).Learn more on Dimensional U.S. Core Equity 2 ETF's institutional investors.

Of the 993 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 ($13.32M), Focus Partners Advisor Solutions LLC ($8.04M), Mercer Global Advisors Inc. ADV ($7.80M), Apella Capital LLC ($7.69M), Symmetry Partners LLC ($6.08M), Vestmark Advisory Solutions Inc. ($5.51M), and Corient Private Wealth LLC ($5.14M).

Institutional investors have bought a total of 130,197,655 shares in the last 24 months. This purchase volume represents approximately $5.14B in transactions.

Of the 458 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 ($4.40M), Vestmark Advisory Solutions Inc. ($4.19M), Mach 1 Financial Group LLC ($2.47M), Henrickson Nauta Wealth Advisors Inc. ($2.07M), NewEdge Advisors LLC ($1.42M), and C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($1.20M).

Institutional investors have sold a total of 76,497,213 shares in the last 24 months. This volume of shares sold represents approximately $2.97B in transactions.


Related Companies

Institutional ownership data for NYSEARCA:DFAC is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/2/2026. New 13F filings are added each quarter as they're published.
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