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

$35.47 +0.26 (+0.74%)
As of 01/17/2025 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)
505
Total
Institutional Inflows
(last 12 months)
$3.25B
Number of
Institutional Sellers
(last 12 months)
315
Total
Institutional Outflows
(last 12 months)
$852.08M
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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
1/17/2025 Edge Financial Advisors LLC120,121$4.16M3.7%+64.0%0.014%
1/17/2025 Mutual Advisors LLC119,520$4.21M0.1%+1.5%0.014%
1/17/2025 Janney Montgomery Scott LLC11,346$392K0.0%+17.6%0.001%
1/17/2025 Kraft Asset Management LLC621,110$21.86M16.9%-8.0%0.072%
1/17/2025 LifeGuide Financial Advisors LLC544,716$18.84M8.1%+0.7%0.063%
1/17/2025 Investment Advisory Group LLC560,569$19.39M6.5%+0.2%0.065%
1/17/2025 Melfa Wealth Management Inc.318,939$11.03M7.4%+0.1%0.037%
1/17/2025 Global Trust Asset Management LLC41,387$1.43M0.5%-2.9%0.005%
1/17/2025 Traphagen Investment Advisors LLC15,715$544K0.1%N/A0.002%
1/17/2025 Capstone Wealth Management LLC425,452$14.72M14.4%N/A0.049%
1/17/2025 Aspire Private Capital LLC33,105$1.15M0.3%+2.7%0.004%
1/17/2025 Atomi Financial Group Inc.7,436$257K0.0%N/A0.001%
1/17/2025 Signature Resources Capital Management LLC489,421$16.93M15.1%+4.7%0.056%
1/17/2025 Great Waters Wealth Management345,842$11.96M1.5%-1.1%0.040%
1/17/2025 Prosperity Planning Inc.91,903$3.18M1.0%-3.1%0.011%
1/16/2025 Pure Financial Advisors LLC4,514,586$156.16M3.6%-2.3%0.521%
1/16/2025 Abacus Wealth Partners LLC156,942$5.43M0.8%-1.3%0.018%
1/16/2025 Leonard Rickey Investment Advisors P.L.L.C.8,412$291K0.1%+8.1%0.001%
1/16/2025 Gemmer Asset Management LLC253,511$8.77M0.9%+1.0%0.029%
1/16/2025 Zhang Financial LLC2,834,248$98.04M5.6%+14.1%0.327%
1/16/2025 Onyx Financial Advisors LLC3,371,775$116.63M64.0%+0.0%0.389%
1/16/2025 Bridgewater Advisors Inc.206,535$7.15M0.7%-0.8%0.024%
1/16/2025 UMB Bank n.a.810,884$28.05M0.4%-1.3%0.094%
1/16/2025 Ironwood Financial llc6,472$224K0.0%-36.5%0.001%
1/16/2025 Diversify Wealth Management LLC532,854$18.29M1.4%+4.7%0.061%
1/16/2025 Evanson Asset Management LLC4,042,863$139.84M9.9%+0.8%0.466%
1/16/2025 Bayshore Asset Management LLC1,140,463$39.45M18.1%-1.4%0.132%
1/16/2025 Client 1ST Advisory Group LLC1,319,628$45.65M17.6%N/A0.152%
1/15/2025 Ameritas Advisory Services LLC9,855$341K0.0%-35.1%0.001%
1/15/2025 Monument Group Wealth Advisors LLC1,866,160$64.55M45.7%-17.5%0.215%
1/15/2025 Cherrydale Wealth Management LLC1,160,956$40.16M15.5%+0.4%0.134%
1/15/2025 CGN Advisors LLC212,953$7.37M0.7%-8.7%0.025%
1/15/2025 Helen Stephens Group LLC780,825$27.01M8.0%-48.9%0.090%
1/15/2025 25 LLC88,190$3.05M1.3%+1.8%0.010%
1/15/2025 Sax Wealth Advisors LLC1,956,335$67.67M5.3%-1.2%0.226%
1/15/2025 Andrews Lucia Wealth Management LLC1,906,971$65.39M43.8%-0.7%0.220%
1/15/2025 Merit Financial Group LLC458,418$15.86M0.3%+7.7%0.053%
1/15/2025 RF&L Wealth Management LLC287,508$9.95M7.0%-1.2%0.033%
1/15/2025 Wealthcare Advisory Partners LLC706,932$24.45M0.7%+6.1%0.082%
1/15/2025 Wealthcare Capital Management LLC8,921$309K0.0%-12.5%0.001%
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1/15/2025 Great Oak Capital Partners LLC63,928$2.20M0.7%-17.0%0.007%
1/15/2025 Yarger Wealth Strategies LLC70,972$2.46M1.4%-21.8%0.008%
1/15/2025 Morton Capital Management LLC CA1,218,070$42.13M7.9%+2.2%0.141%
1/15/2025 Ritholtz Wealth Management6,228$215K0.0%N/A0.001%
1/14/2025 Websterrogers Financial Advisors LLC273,392$9.46M3.3%-3.5%0.032%
1/14/2025 Cliftonlarsonallen Wealth Advisors LLC2,047,599$70.83M1.4%-4.3%0.236%
1/14/2025 Apella Capital LLC10,595,895$366.51M14.1%+20.3%1.222%
1/14/2025 Park Avenue Securities LLC2,550,422$88.22M0.9%+12.1%0.294%
1/14/2025 Henrickson Nauta Wealth Advisors Inc.1,776,952$61.47M25.0%+0.5%0.205%
1/14/2025 Fiduciary Financial Group LLC599,856$20.59M4.5%+3.1%0.069%
1/14/2025 Quad Cities Investment Group LLC52,546$1.82M0.9%-2.9%0.006%
1/14/2025 Cardinal Point Capital Management ULC760,192$26.30M4.2%+6.3%0.088%
1/14/2025 Mendota Financial Group LLC22,565$781K0.5%-22.1%0.003%
1/13/2025 Marcum Wealth LLC59,980$2.08M0.2%-1.4%0.007%
1/13/2025 AdvisorNet Financial Inc424,342$14.68M1.2%+12.5%0.049%
1/13/2025 Signet Financial Management LLC72,356$2.50M0.3%-1.2%0.008%
1/13/2025 Horizon Wealth Management LLC10,842$375K0.1%+17.2%0.001%
1/13/2025 Conrad Siegel Investment Advisors Inc.3,032,091$104.88M28.3%+0.9%0.350%
1/13/2025 Abound Wealth Management1,311$45K0.0%+644.9%0.000%
1/13/2025 Kades & Cheifetz LLC28,565$988K0.5%N/A0.003%
1/13/2025 Cooper Financial Group32,527$1.13M0.1%-10.5%0.004%
1/13/2025 New Capital Management LP2,957,919$102.31M29.9%0.0%0.341%
1/13/2025 HFG Wealth Management LLC71,210$2.44M1.6%-4.3%0.008%
1/13/2025 Emprise Bank18,651$645K0.4%-16.1%0.002%
1/13/2025 Parkside Advisors LLC84,709$2.93M0.7%-0.8%0.010%
1/13/2025 Brookstone Capital Management33,478$1.16M0.0%-7.6%0.004%
1/13/2025 City State Bank50,328$1.74M0.6%+11.9%0.006%
1/13/2025 Winthrop Advisory Group LLC337,692$11.68M1.3%-0.7%0.039%
1/13/2025 Aprio Wealth Management LLC97,537$3.37M0.5%-1.1%0.011%
1/10/2025 ST Germain D J Co. Inc.23,839$825K0.0%-4.3%0.003%
1/10/2025 Wealth Enhancement Advisory Services LLC4,517,517$154.91M0.3%+0.5%0.521%
1/10/2025 Baker Tilly Wealth Management LLC24,364$843K0.3%N/A0.003%
1/10/2025 Fortitude Family Office LLC3,333$115K0.0%+233.0%0.000%
1/8/2025 Shearwater Capital LLC1,693,407$58.58M39.8%0.0%0.195%
1/7/2025 Strathmore Capital Advisors Inc.820,214$28.37M20.6%N/A0.095%
1/6/2025 Ridgeline Wealth LLC7,237$250K0.2%N/A0.001%
1/6/2025 ShankerValleau Wealth Advisors Inc.2,071,915$71.67M23.0%-3.2%0.239%
1/3/2025 Modus Advisors LLC1,673$58K0.0%N/A0.000%
1/3/2025 Versant Capital Management Inc686,301$23.74M5.1%+0.4%0.079%
1/2/2025 Peirce Capital Management LLC839,984$29.06M14.9%-2.3%0.097%
1/2/2025 Trust Co of the South1,203,586$41.63M8.5%+1.7%0.139%
1/2/2025 Global Wealth Strategies & Associates2,285$79K0.0%-17.9%0.000%
12/26/2024JPMorgan Chase & Co.1,528,034$52.40M0.0%+2.4%0.176%
12/13/2024B. Riley Wealth Advisors Inc.27,731$947K0.0%+125.5%0.003%
12/9/2024Forthright Family Wealth Advisory LLC266,323$9.71M5.9%N/A0.031%
12/2/2024Beaird Harris Wealth Management LLC52,838$1.81M0.2%-1.6%0.006%
11/26/2024Peapack Gladstone Financial Corp97,205$3.33M0.0%-1.2%0.011%
11/25/2024Destination Wealth Management17,656$605K0.0%+9.0%0.002%
11/25/2024Wilmington Savings Fund Society FSB15,440$529K0.0%N/A0.002%
11/25/2024World Investment Advisors LLC24,017$824K0.0%+27.6%0.003%
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Starting as soon as a few months from now, the United States government will make a sweeping change to bank accounts nationwide. It will give them unprecedented powers to control your bank account.

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11/22/2024Capstone Capital LLC1,558,891$53.45M44.4%+1.0%0.180%
11/19/2024Ballentine Capital Advisors Inc1,513,522$51.90M26.0%-0.3%0.175%
11/19/2024Discipline Wealth Solutions LLC788,628$27.04M14.3%+14.4%0.091%
11/18/2024Rehmann Capital Advisory Group568,247$19.67M1.3%+1.1%0.066%
11/18/2024RB Capital Management LLC60,750$2.08M0.5%-1.6%0.007%
11/18/2024Orion Capital Management LLC74,762$2.56M1.2%-1.1%0.009%
11/18/2024McCarthy Asset Management Inc.186,742$6.40M4.0%-3.0%0.022%
11/15/2024Abel Hall LLC914,723$31.37M20.5%+0.8%0.106%
11/15/2024Continuum Advisory LLC4,605$164K0.0%+7.1%0.001%
11/15/2024LRI Investments LLC2,472,250$88.11M7.6%+2.3%0.285%
(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, 831 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 ($1.48B), Forum Financial Management LP ($1.29B), Buckingham Strategic Wealth LLC ($1.10B), LPL Financial LLC ($608.48M), Apella Capital LLC ($366.51M), and Plancorp LLC ($346.71M).Learn more on DFAC's institutional investors.

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

Of the 714 institutional investors that purchased Dimensional U.S. Core Equity 2 ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Envestnet Asset Management Inc. ($35.16M), Summit Wealth Group LLC ($30.88M), Mercer Global Advisors Inc. ADV ($26.71M), Apella Capital LLC ($10.60M), Guardian Wealth Advisors LLC ($9.11M), Forum Financial Management LP ($9.06M), and McGlone Suttner Wealth Management Inc. ($5.71M).

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

Institutional investors have bought a total of 331,877,220 shares in the last 24 months. This purchase volume represents approximately $9.20B in transactions.

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

Of the 435 institutional investors that sold Dimensional U.S. Core Equity 2 ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Forum Financial Management LP ($3.04M), Buckingham Strategic Partners LLC ($2.15M), McGlone Suttner Wealth Management Inc. ($1.83M), C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($1.56M), Osaic Holdings Inc. ($1.44M), Greenspring Advisors LLC ($1.17M), and LPL Financial LLC ($849.77K).

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

Institutional investors have sold a total of 41,510,241 shares in the last 24 months. This volume of shares sold represents approximately $1.25B in transactions.


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This page (NYSEARCA:DFAC) was last updated on 1/21/2025 by MarketBeat.com Staff
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