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

Dimensional U.S. Core Equity 2 ETF logo
$33.89 -0.07 (-0.21%)
Closing price 03/25/2025 04:10 PM Eastern
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$33.88 -0.01 (-0.01%)
As of 03/25/2025 06:34 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)
614
Total
Institutional Inflows
(last 12 months)
$4.80B
Number of
Institutional Sellers
(last 12 months)
363
Total
Institutional Outflows
(last 12 months)
$1.26B
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DFAC Institutional Buying and Selling by Quarter

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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
3/24/2025Avant Financial Advisors LLC41,281$1.43M1.3%N/A0.004%
3/19/2025Northeast Planning Associates INC. NH103,799$3.59M3.7%N/A0.011%
3/17/2025 Wealth Enhancement Advisory Services LLC4,827,737$166.99M0.3%+7.4%0.510%
3/14/2025Tableaux LLC15,649$541K0.4%N/A0.002%
3/10/2025 SpringVest Wealth Management LLC6,028$209K0.2%N/A0.001%
3/7/2025 Aegis Wealth Management LLC88,032$3.05M2.1%N/A0.009%
3/7/2025 Bannerman Wealth Management Group LLC1,184,738$40.98M33.9%N/A0.125%
3/6/2025 Arcadia Wealth Management Inc.888,650$30.74M26.1%N/A0.094%
3/5/2025 Financial Insights Inc.198,474$6.87M2.7%-16.0%0.021%
3/3/2025 Forthright Family Wealth Advisory LLC288,127$9.97M6.5%+8.2%0.030%
2/28/2025 Brooklyn FI LLC7,449$258K0.0%N/A0.001%
2/27/2025 XY Planning Network Inc.268,631$9.29M7.0%N/A0.031%
2/26/2025 Discipline Wealth Solutions LLC875,071$30.27M14.0%+11.0%0.101%
2/26/2025 Ballentine Capital Advisors Inc1,490,466$51.56M26.7%-1.5%0.172%
2/25/2025 B. Riley Wealth Advisors Inc.17,656$611K0.0%-36.3%0.002%
2/25/2025 Integrated Advisors Network LLC392,407$13.57M0.6%+1.8%0.045%
2/24/2025 Great Valley Advisor Group Inc.937,439$32.43M0.7%-15.9%0.108%
2/21/2025 Ascent Group LLC15,061$521K0.0%-8.1%0.002%
2/21/2025 WNY Asset Management LLC1,204,351$41.66M5.2%+11.5%0.139%
2/21/2025 Vermillion Wealth Management Inc.37,833$1.31M0.7%N/A0.004%
2/20/2025 Forum Financial Management LP37,575,502$1.30B21.5%0.0%4.335%
2/20/2025 Wealth Management Strategies Inc.458,049$15.84M12.1%N/A0.053%
2/20/2025 Revisor Wealth Management LLC7,240$250K0.2%-66.7%0.001%
2/19/2025 Twin Lakes Capital Management LLC3,055$106K0.1%N/A0.000%
2/19/2025 WCG Wealth Advisors LLC73,169$2.53M0.2%-9.6%0.008%
2/18/2025 Connecticut Wealth Management LLC37,899$1.31M0.1%-8.3%0.004%
2/18/2025 Investmark Advisory Group LLC264,363$9.14M4.5%+12.1%0.030%
2/18/2025 Legacy Financial Group Inc.588,261$20.35M6.6%-1.7%0.068%
2/18/2025 Mosaic Family Wealth Partners LLC28,749$994K0.1%-1.8%0.003%
2/18/2025 RB Capital Management LLC61,208$2.12M0.5%+0.8%0.007%
2/18/2025 Pinnacle Financial Group LLC IL518,642$17.94M7.0%+1.5%0.060%
2/18/2025 Orion Capital Management LLC73,486$2.54M1.1%-1.7%0.008%
2/18/2025 McCarthy Asset Management Inc.166,785$5.77M4.1%-10.7%0.019%
2/18/2025 Monograph Wealth Advisors LLC6,641,206$229.72M30.4%-0.9%0.766%
2/18/2025 Focus Partners Advisor Solutions LLC16,090,152$556.56M9.4%+22.8%1.856%
2/18/2025 Note Advisors LLC92,395$3.20M2.8%N/A0.011%
2/18/2025 Mpwm Advisory Solutions LLC16,163$559K0.4%N/A0.002%
2/18/2025 Principal Street Partners LLC10,257$355K0.1%N/A0.001%
2/17/2025 Vance Wealth LLC1,631,220$56.42M21.8%-2.3%0.188%
2/17/2025 Vestment Financial LLC953,698$33.15M25.3%N/A0.110%
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2/17/2025 Visionary Wealth Advisors372,579$12.89M0.8%+14.0%0.043%
2/17/2025 Texas Bank & Trust Co18,907$654K0.3%N/A0.002%
2/17/2025 True Wealth Design LLC1,481,642$51.25M19.9%-1.4%0.171%
2/17/2025 Triune Financial Partners LLC3,714,327$128.48M40.4%+0.3%0.429%
2/17/2025 Safeguard Investment Advisory Group LLC2,574,471$89.05M24.4%+1.6%0.297%
2/17/2025 Royal Bank of Canada2,689,252$93.02M0.0%+100.7%0.310%
2/17/2025 Pathstone Holdings LLC277,631$9.62M0.0%-4.0%0.032%
2/17/2025 Obermeyer Wealth Partners28,757$995K0.1%-40.8%0.003%
2/17/2025 LRI Investments LLC2,483,760$85.91M7.4%+0.5%0.287%
2/17/2025 Laird Norton Wetherby Wealth Management LLC18,948$655K0.0%N/A0.002%
2/17/2025 Guardian Wealth Advisors LLC NC13,347$462K0.0%+6.0%0.002%
2/17/2025 Focus Partners Wealth37,858,097$1.34B3.6%-2.2%4.368%
2/17/2025 Francis Financial Inc.14,876$515K0.1%-24.6%0.002%
2/17/2025 Full Sail Capital LLC8,005$277K0.0%-15.1%0.001%
2/17/2025 Evensky & Katz LLC1,232$43K0.0%-84.5%0.000%
2/17/2025 Clark Capital Management Group Inc.29,920$1.04M0.0%+48.6%0.003%
2/17/2025 EP Wealth Advisors LLC1,183,027$40.92M0.3%+21.1%0.136%
2/17/2025 Colonial Trust Co SC17,949$621K0.1%-3.4%0.002%
2/17/2025 CoreCap Advisors LLC19,298$668K0.0%N/A0.002%
2/17/2025 Cresset Asset Management LLC454,744$15.73M0.1%-5.1%0.052%
2/17/2025 Cambridge Investment Research Advisors Inc.1,429,914$49.46M0.2%-26.0%0.165%
2/17/2025 Cetera Investment Advisers2,029,141$70.19M0.1%+10.8%0.234%
2/17/2025 Cahill Financial Advisors Inc.638,752$22.09M3.0%-6.8%0.074%
2/17/2025 Captrust Financial Advisors837,566$28.97M0.1%+4.8%0.097%
2/17/2025 Cardiff Park Advisors LLC4,158,469$143.84M13.7%-1.4%0.480%
2/17/2025 Cary Street Partners Financial LLC207,478$7.18M0.2%N/A0.024%
2/17/2025 Baird Financial Group Inc.4,638,973$160.46M0.3%+0.3%0.535%
2/17/2025 Bank of America Corp DE4,643,819$160.63M0.0%+11.3%0.536%
2/17/2025 Ameriprise Financial Inc.46,243$1.60M0.0%+435.3%0.005%
2/17/2025 Aptus Capital Advisors LLC120,240$4.16M0.0%-39.2%0.014%
2/14/2025 Mercer Global Advisors Inc. ADV46,498,436$1.61B3.9%-7.2%5.364%
2/14/2025 Keel Point LLC18,314$633K0.1%-3.5%0.002%
2/14/2025 Jane Street Group LLC52,713$1.82M0.0%-30.6%0.006%
2/14/2025 Rehmann Capital Advisory Group506,001$17.50M1.1%-11.0%0.058%
2/14/2025 Navigoe LLC13,096$452K0.4%N/A0.002%
2/14/2025 WealthCollab LLC74,830$2.59M1.7%-3.7%0.009%
2/14/2025 Comerica Bank1,721,618$59.55M0.2%-3.9%0.199%
2/14/2025 AQR Capital Management LLC246,409$8.52M0.0%+27.3%0.028%
2/14/2025 Lido Advisors LLC56,939$1.97M0.0%-1.3%0.007%
2/14/2025 Capstone Financial Advisors Inc.5,551,570$192.03M11.9%+0.1%0.640%
2/14/2025 Northern Trust Corp62,364$2.16M0.0%+19.1%0.007%
2/14/2025 Parkshore Wealth Management Inc.1,245,998$43.10M25.9%N/A0.144%
2/14/2025 Beacon Pointe Advisors LLC1,270,028$43.93M0.5%-12.2%0.147%
2/14/2025 Betterment LLC2,270,295$78.53M0.2%+7.4%0.262%
2/14/2025 Oak Wealth Advisors LLC18,866$653K0.5%N/A0.002%
2/14/2025 Berger Financial Group Inc194,663$6.73M0.5%+3,183.2%0.022%
2/14/2025 Coldstream Capital Management Inc.38,544$1.33M0.0%-4.9%0.004%
2/14/2025 Knightsbridge Asset Management LLC340,857$11.79M2.7%+2.3%0.039%
2/14/2025 Kovitz Investment Group Partners LLC45,049$1.56M0.0%-13.2%0.005%
2/14/2025 Integrated Wealth Concepts LLC2,973,630$102.86M1.2%-4.5%0.343%
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2/14/2025 IHT Wealth Management LLC43,854$1.52M0.0%-20.8%0.005%
2/14/2025 Stifel Financial Corp431,469$14.93M0.0%+3.8%0.050%
2/14/2025 OneDigital Investment Advisors LLC3,262,620$112.85M1.3%+4.0%0.376%
2/14/2025 WPWealth LLP136,305$4.72M1.0%+20.7%0.016%
2/14/2025 TD Waterhouse Canada Inc.5,263$182K0.0%N/A0.001%
2/14/2025 Tower Research Capital LLC TRC 8,603$298K0.0%N/A0.001%
2/14/2025 Trajan Wealth LLC629,278$21.77M1.2%-3.4%0.073%
2/14/2025 Landing Point Financial Group LLC24,054$855K0.7%N/A0.003%
2/14/2025 MML Investors Services LLC1,450,113$50.16M0.2%0.0%0.167%
2/14/2025 First Trust Advisors LP8,497$294K0.0%N/A0.001%
(Data available from 1/1/2016 forward)

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DFAC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DFAC shares?

During the previous two years, 975 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. ($1.98B), Mercer Global Advisors Inc. ADV ($1.61B), Focus Partners Wealth ($1.34B), Forum Financial Management LP ($1.30B), Buckingham Strategic Wealth LLC ($1.10B), LPL Financial LLC ($628.30M), and Focus Partners Advisor Solutions LLC ($556.56M).Learn more on DFAC's institutional investors.

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

Of the 837 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: Summit Wealth Group LLC ($30.89M), Envestnet Asset Management Inc. ($29.66M), Mercer Global Advisors Inc. ADV ($21.82M), Apella Capital LLC ($10.60M), Guardian Wealth Advisors LLC ($9.11M), Forum Financial Management LP ($8.11M), and Savant Capital LLC ($5.14M).

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

Institutional investors have bought a total of 351,313,760 shares in the last 24 months. This purchase volume represents approximately $10.39B in transactions.

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

Of the 486 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: C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($4.89M), Forum Financial Management LP ($3.85M), Mercer Global Advisors Inc. ADV ($3.60M), Buckingham Strategic Partners LLC ($2.15M), McGlone Suttner Wealth Management Inc. ($1.83M), Osaic Holdings Inc. ($1.44M), and Simplicity Wealth LLC ($1.03M).

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

Institutional investors have sold a total of 55,430,424 shares in the last 24 months. This volume of shares sold represents approximately $1.75B in transactions.


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This page (NYSEARCA:DFAC) was last updated on 3/26/2025 by MarketBeat.com Staff
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