Free Trial

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

Dimensional U.S. Core Equity 2 ETF logo
$36.54 +0.29 (+0.80%)
Closing price 07/17/2025 04:10 PM Eastern
Extended Trading
$36.54 +0.01 (+0.01%)
As of 07/17/2025 04:35 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

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

Number of
Institutional Buyers
(last 12 months)
664
Total
Institutional Inflows
(last 12 months)
$5.58B
Number of
Institutional Sellers
(last 12 months)
451
Total
Institutional Outflows
(last 12 months)
$1.90B
Get DFAC Insider Trade Alerts

Want to know when executives and insiders are buying or selling Dimensional U.S. Core Equity 2 ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

DFAC Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/17/2025Elser Financial Planning Inc20,599$744K0.0%N/A0.002%
7/17/2025Oakworth Capital Inc.48,163$1.73M0.1%+8.4%0.005%
7/17/2025Oceanside Advisors LLC327,702$11.75M7.9%+1.8%0.034%
7/17/2025Archford Capital Strategies LLC190,086$6.81M0.9%+2.6%0.020%
7/17/2025ERn Financial LLC28,438$1.02M0.2%-4.8%0.003%
7/17/2025Applied Capital LLC1,317,429$47.22M20.8%+4.7%0.135%
7/17/2025Heritage Investment Group Inc.2,211,526$79.26M13.7%-5.8%0.227%
7/17/2025Symmetry Partners LLC3,901,103$139.82M17.2%+6.7%0.401%
7/17/2025Porter White Investment Advisors Inc.2,445,554$87.65M40.8%-3.7%0.251%
7/17/2025Stone Summit Wealth LLC132,615$4.75M1.5%+2.5%0.014%
7/17/2025Financial Partners Group LLC14,175$508K0.2%N/A0.001%
7/17/2025Black Point Wealth Management8,044$288K8.2%-74.2%0.001%
7/17/2025Willow Creek Wealth Management Inc.179,528$6.43M0.6%+11.1%0.018%
7/17/2025XY Planning Network Inc.456,678$16.37M5.6%+16.0%0.047%
7/17/2025SC&H Financial Advisors Inc.2,125,865$76.19M13.0%-1.9%0.218%
7/17/2025Sage Rhino Capital LLC19,376$694K0.1%+3.3%0.002%
7/16/2025Signature Resources Capital Management LLC517,280$18.54M11.3%+1.4%0.053%
7/16/2025Midwest Heritage Bank FSB1,241,932$44.51M16.7%-0.1%0.128%
7/16/2025Jentner Corp15,926$571K0.2%+3.9%0.002%
7/16/2025Squire Investment Management Company LLC992,552$35.57M13.1%+1.9%0.102%
7/16/2025TRU Independence Asset Management 2 LLC435,034$15.59M10.7%+18.0%0.045%
7/16/2025Meredith Wealth Planning23,580$845K0.3%N/A0.002%
7/16/2025Gradient Capital Advisors LLC25,497$914K0.3%+9.2%0.003%
7/16/2025Vestia Personal Wealth Advisors356,460$12.77M8.3%+12.7%0.037%
7/16/2025Strategic Investment Solutions Inc. IL364,936$13.08M4.0%-35.9%0.038%
7/16/2025Five Oceans Advisors363,536$13.03M5.6%-0.2%0.037%
7/16/2025TCI Wealth Advisors Inc.2,003,861$71.82M4.9%-2.6%0.206%
7/16/2025 CX Institutional2,212$79K0.0%-32.4%0.000%
7/16/2025Kerntke Otto McGlone Wealth Management Group112,877$4.05M3.2%-22.3%0.012%
7/16/2025Perigon Wealth Management LLC1,580,725$56.65M1.3%-1.2%0.162%
7/16/2025Plancorp LLC10,742,511$385.01M13.3%+1.6%1.104%
7/15/2025 Great Oak Capital Partners LLC59,296$2.16M0.6%-7.2%0.006%
7/15/2025 Signet Financial Management LLC59,446$2.13M0.3%-8.1%0.006%
7/15/2025 Mather Group LLC.792,365$28.40M0.3%-4.9%0.081%
7/15/2025 Vestment Financial LLC1,004,773$36.34M23.0%+3.1%0.103%
7/15/2025 Evanson Asset Management LLC3,997,319$143.26M9.2%+2.8%0.411%
7/15/2025 Hartmann Taylor Wealth Management LLC82,896$2.97M2.5%-0.4%0.009%
7/15/2025 Capstone Capital LLC1,736,307$62.23M45.2%+3.1%0.178%
7/15/2025 EWG Elevate Inc.39,465$1.41M0.4%N/A0.004%
7/15/2025 RVW Wealth LLC144,186$5.17M0.4%N/A0.015%
The End of Elon Musk…? (Ad)

The End of Elon Musk? Don't make him laugh. Jeff Brown has been hearing this same tired story for years, and he's been proven right time and time again. And now, while the media focuses on Tesla's "demise," he's uncovered an AI breakthrough that's about to make Elon's doubters eat their words yet again. According to his research, if you listen to the media and miss out on Elon's newest breakthrough, it's going to cost you the fortune of a lifetime.

Click here to see why the "End of Elon" crowd is about to be wrong again.
7/15/2025 Brewster Financial Planning LLC36,521$1.31M0.9%-2.0%0.004%
7/15/2025 Oak Wealth Advisors LLC17,519$628K0.4%-10.5%0.002%
7/15/2025 Kraft Asset Management LLC483,878$17.34M16.1%-4.6%0.050%
7/15/2025 tru Independence LLC460,781$16.51M4.8%+2.0%0.047%
7/15/2025 Bannerman Wealth Management Group LLC1,160,868$41.61M31.9%-2.8%0.119%
7/15/2025 Vannoy Advisory Group Inc.1,191,249$42.69M29.5%+2.0%0.122%
7/15/2025 Accurate Wealth Management LLC57,813$2.12M0.3%N/A0.006%
7/15/2025 Maseco LLP1,186,959$42.54M1.6%N/A0.122%
7/15/2025 Axis Wealth Partners LLC46,933$1.68M1.1%+5.2%0.005%
7/15/2025 Sheets Smith Wealth Management5,620$201K0.0%N/A0.001%
7/15/2025 Retirement Income Solutions Inc9,410$337K0.1%-23.8%0.001%
7/15/2025 SJS Investment Consulting Inc.8,924,449$319.85M50.7%-3.2%0.917%
7/15/2025 Hippocratic Financial Advisors LLC281,270$10.08M5.4%-83.0%0.029%
7/15/2025 Eaton Financial Holdings Company LLC79,546$2.85M0.9%N/A0.008%
7/15/2025 Bay Capital Advisors LLC17,253$618K0.5%+3.0%0.002%
7/15/2025 Fortitude Family Office LLC4,716$169K0.1%+41.5%0.000%
7/15/2025 Kure Advisory LLC81,418$2.92M1.9%+7.3%0.008%
7/15/2025 CGN Advisors LLC226,513$8.12M0.7%+1.2%0.023%
7/15/2025 Optima Capital LLC206,134$7.39M4.0%-1.3%0.021%
7/14/2025 Leonard Rickey Investment Advisors P.L.L.C.940,232$33.70M6.7%+0.9%0.097%
7/14/2025 Baring Financial LLC146,848$5.26M3.9%+4.5%0.015%
7/14/2025 Cherrydale Wealth Management LLC1,170,032$41.93M14.6%+0.6%0.120%
7/14/2025 AdvisorNet Financial Inc660,840$23.69M1.5%+6.6%0.068%
7/14/2025 CRA Financial Services LLC24,193$867K0.1%-10.4%0.002%
7/14/2025 Conrad Siegel Investment Advisors Inc.3,055,222$109.50M24.6%+1.2%0.314%
7/14/2025 BetterWealth LLC2,816,105$100.93M25.8%+2.8%0.289%
7/14/2025 Seed Wealth Management Inc.13,430$481K0.4%N/A0.001%
7/14/2025 Foster Group Inc.7,794$279K0.0%-8.2%0.001%
7/14/2025 Financial Harvest LLC592,874$21.25M15.9%N/A0.061%
7/14/2025 Armstrong Advisory Group Inc.6,252$224K0.0%-9.0%0.001%
7/14/2025 McGlone Suttner Wealth Management Inc.3,664,626$131.34M19.8%+2.2%0.377%
7/14/2025 ABLE Financial Group LLC703,176$25.20M6.1%-23.1%0.072%
7/14/2025 Chico Wealth RIA1,639,124$58.75M46.5%+0.9%0.168%
7/14/2025 Parkshore Wealth Management Inc.1,732,376$62.09M30.3%+20.7%0.178%
7/14/2025 Capstone Wealth Management LLC392,507$14.07M12.3%-6.2%0.040%
7/14/2025 Park Avenue Securities LLC3,093,882$110.89M1.0%+9.9%0.318%
7/14/2025 Shearwater Capital LLC1,704,261$61.08M38.4%+3.0%0.175%
7/14/2025 Sowell Financial Services LLC159,276$5.71M0.2%-1.2%0.016%
7/14/2025 Physician Wealth Advisors Inc.152,227$5.46M0.9%+0.2%0.016%
7/11/2025 Wolfstich Capital LLC401,502$14.39M31.0%-50.2%0.041%
7/11/2025 Quad Cities Investment Group LLC58,039$2.08M0.9%+8.8%0.006%
7/11/2025 Prosperity Planning Inc.92,836$3.33M1.0%-0.7%0.010%
7/11/2025 Quantum Financial Advisors LLC35,483$1.27M0.2%+27.7%0.004%
7/11/2025 Sprinkle Financial Consultants LLC20,586$738K0.5%+13.8%0.002%
7/11/2025 Scratch Capital LLC550,603$19.73M16.1%+27.2%0.057%
7/11/2025 Physician Wealth Solutions Inc.205,594$7.37M3.4%+4.6%0.021%
7/11/2025 Kaufman Rossin Wealth LLC181,175$6.49M4.1%-3.3%0.019%
7/11/2025 Farther Finance Advisors LLC436,238$15.64M0.3%+9.1%0.045%
7/11/2025 Great Waters Wealth Management307,505$11.02M1.4%-6.6%0.032%
7/11/2025 Silver Oak Securities Incorporated34,481$1.24M0.1%+1.9%0.004%
The End of Elon Musk…? (Ad)

The End of Elon Musk? Don't make him laugh. Jeff Brown has been hearing this same tired story for years, and he's been proven right time and time again. And now, while the media focuses on Tesla's "demise," he's uncovered an AI breakthrough that's about to make Elon's doubters eat their words yet again. According to his research, if you listen to the media and miss out on Elon's newest breakthrough, it's going to cost you the fortune of a lifetime.

Click here to see why the "End of Elon" crowd is about to be wrong again.
7/11/2025 CX Institutional2,212$79K0.0%-32.4%0.000%
7/11/2025 UMB Bank n.a.809,620$29.02M0.5%-0.2%0.083%
7/11/2025 Andrews Lucia Wealth Management LLC1,860,710$66.69M43.3%-2.3%0.191%
7/11/2025 Rockwood Wealth Management LLC10,662,349$382.14M33.6%+4.9%1.097%
7/11/2025 Elk River Wealth Management LLC5,661$203K0.0%N/A0.001%
7/11/2025 Pioneer 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%
(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, 1,023 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 875 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 165,018,435 shares in the last 24 months. This purchase volume represents approximately $5.60B in transactions.

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

Of the 450 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 56,496,755 shares in the last 24 months. This volume of shares sold represents approximately $1.91B in transactions.



This page (NYSEARCA:DFAC) was last updated on 7/18/2025 by MarketBeat.com Staff
From Our Partners