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

Dimensional U.S. Core Equity 2 ETF logo
$44.16 +0.09 (+0.20%)
As of 07/24/2026 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)
708
Total
Institutional Inflows
(last 12 months)
$5.77B
Number of
Institutional Sellers
(last 12 months)
505
Total
Institutional Outflows
(last 12 months)
$3.30B
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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
7/10/2026 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%0.206%
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%
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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%
6/11/2026E Wealth Partners LLC78,999$3.07M2.5%+23.8%0.008%
6/9/2026 Robinswood Financial LLC12,009$467K0.6%N/A0.001%
6/3/2026CoreFirst Bank & Trust3,380$131K0.1%-8.2%0.000%
6/3/2026NewEdge 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%
6/1/2026Keel Point LLC25,513$991K0.1%+20.5%0.002%
5/29/2026Asset 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%
5/22/2026WNY Asset Management LLC1,589,897$61.78M6.4%N/A0.152%
5/22/2026Segall Bryant & Hamill LLC10,940$437K0.0%N/A0.001%
5/22/2026Verus Capital Partners LLC30,502$1.19M0.1%-30.4%0.003%
5/21/2026Vestor Capital LLC10,250$398K0.0%-71.7%0.001%
5/21/2026 BankChampaign National Association11,201$435K0.4%N/A0.001%
5/19/2026Western Wealth Management LLC144,113$5.60M0.2%-1.3%0.014%
5/19/2026GTS Financial LLC10,386$404K0.3%N/A0.001%
5/19/2026NewEdge Advisors LLC2,171,690$84.39M1.6%-12.6%0.207%
5/19/2026Ariadne Wealth Management LP141,164$5.49M2.5%+4.6%0.013%
5/19/2026Bank of America Corp DE5,870,993$228.15M0.0%+10.0%0.560%
5/19/2026Financial Insights Inc.78,195$3.04M1.0%-5.7%0.007%
5/19/2026Strategic Investment Advisors MI3,872$150K0.0%N/A0.000%
5/19/2026Arkadios Wealth Advisors73,021$2.84M0.0%+331.6%0.007%
5/18/2026EverSource Wealth Advisors LLC689,740$26.80M0.8%-0.1%0.066%
5/18/2026Empire Financial Management Company LLC23,744$923K0.2%+10.2%0.002%
5/18/2026Royal Bank of Canada3,019,065$117.32M0.0%-2.9%0.288%
5/18/2026Empowered Funds LLC11,987$466K0.0%-31.6%0.001%
5/16/2026Excelsior Advisor Network LLC150,110$5.83M2.2%+2.7%0.014%
5/16/2026Quantinno Capital Management LP1,005,870$39.09M0.1%+28.8%0.096%
5/15/2026Cardiff Park Advisors LLC3,835,945$149.07M11.9%-3.3%0.366%
5/15/2026Northeast Financial Group Inc.8,344$324K0.1%-71.3%0.001%
5/15/2026Everest Financial Group LLC131,015$5.09M0.8%N/A0.012%
5/15/2026Waverly Advisors LLC13,496$524K0.0%N/A0.001%
5/15/2026Bridgewater Advisors Inc.204,966$7.97M0.5%-0.8%0.020%
5/15/2026Broadhurst Jeffrey B256,826$9.98M10.2%N/A0.024%
5/14/2026Renaissance Technologies LLC96,800$3.76M0.0%N/A0.009%
5/14/2026Hilltop Holdings Inc.25,016$972K0.1%-12.3%0.002%
5/14/2026Rockbridge Investment Management LCC3,814,103$148.22M13.3%+8.1%0.364%
5/14/2026Compound Planning Inc.6,892$268K0.0%-47.6%0.001%
5/14/2026Modern Wealth Management LLC13,111$513K0.0%-2.7%0.001%
5/14/2026Sei Investments Co.246,847$9.59M0.0%+33.1%0.024%
5/14/2026Davis R M Inc.32,958$1.28M0.0%-49.8%0.003%
5/14/2026Lido Advisors LLC44,000$1.71M0.0%-50.6%0.004%
5/14/2026B&D White Capital Company LLC847,888$32.95M4.1%-3.1%0.081%
5/14/2026Monograph Wealth Advisors LLC6,838,156$265.73M25.2%+2.2%0.652%
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5/13/2026Cetera Investment Advisers1,869,418$72.65M0.1%+0.4%0.178%
5/13/2026NewEdge Wealth LLC14,457$562K0.0%+7.3%0.001%
5/13/2026Daner Wealth Management LLC543,945$23.43M12.2%+18.2%0.052%
5/13/2026First Trust Advisors LP16,166$628K0.0%-3.2%0.002%
5/12/2026Cascade Wealth Advisors Inc60,639$2.62M1.0%+5.3%0.006%
5/8/2026PNC Financial Services Group Inc.72,871$2.83M0.0%+37.3%0.007%
5/8/2026 Wilkerson Advisory Group LLC37,466$1.46M0.5%-4.1%0.004%
5/7/2026Earned Wealth Advisors LLC1,372,177$53.32M3.6%-7.0%0.131%
5/7/2026 Balefire LLC67,334$2.62M0.5%+703.4%0.006%
5/7/2026 Eaton Cambridge Inc.2,595,688$100.87M31.6%+1.6%0.248%


DFAC Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,174 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 ($524.69M).Learn more on Dimensional U.S. Core Equity 2 ETF's institutional investors.

Of the 1,003 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), Mercer Global Advisors Inc. ADV ($10.41M), Focus Partners Advisor Solutions LLC ($8.04M), Apella Capital LLC ($7.69M), Symmetry Partners LLC ($6.08M), Vestmark Advisory Solutions Inc. ($5.51M), and Savant Capital LLC ($5.40M).

Institutional investors have bought a total of 148,048,225 shares in the last 24 months. This purchase volume represents approximately $5.77B in transactions.

Of the 505 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), Vestmark Advisory Solutions Inc. ($4.19M), Mach 1 Financial Group LLC ($2.47M), Henrickson Nauta Wealth Advisors Inc. ($2.07M), NewEdge Advisors LLC ($1.91M), and Commonwealth Equity Services LLC ($1.70M).

Institutional investors have sold a total of 85,918,009 shares in the last 24 months. This volume of shares sold represents approximately $3.30B in transactions.


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This page (NYSEARCA:DFAC) was last updated on 7/26/2026 by MarketBeat.com Staff.
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