Free Trial
→ Tesla Execs are Freaking Out (From Angel Publishing) (Ad) Free DFAC Stock Alerts

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

Dimensional U.S. Core Equity 2 ETF logo
$35.68 +0.23 (+0.65%)
(As of 12:00 PM ET)
Compare

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

Number of
Institutional Buyers
(last 12 months)
506
Total
Institutional Inflows
(last 12 months)
$3.41B
Number of
Institutional Sellers
(last 12 months)
315
Total
Institutional Outflows
(last 12 months)
$820.56M
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

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/19/2024 Ballentine Capital Advisors Inc1,513,522$51.90M26.0%-0.3%0.175%
11/19/2024 Discipline Wealth Solutions LLC788,628$27.04M14.3%+14.4%0.091%
11/18/2024 Rehmann Capital Advisory Group568,247$19.67M1.3%+1.1%0.066%
11/18/2024 RB Capital Management LLC60,750$2.08M0.5%-1.6%0.007%
11/18/2024 Orion Capital Management LLC74,762$2.56M1.2%-1.1%0.009%
11/18/2024 McCarthy Asset Management Inc.186,742$6.40M4.0%-3.0%0.022%
11/15/2024 Abel Hall LLC914,723$31.37M20.5%+0.8%0.106%
11/15/2024 Continuum Advisory LLC4,605$164K0.0%+7.1%0.001%
11/15/2024 LRI Investments LLC2,472,250$88.11M7.6%+2.3%0.285%
11/15/2024 MML Investors Services LLC1,450,633$49.74M0.2%+17.0%0.167%
11/15/2024 Passive Capital Management LLC.982,300$33.68M11.8%+2.9%0.113%
11/15/2024 Orion Portfolio Solutions LLC550,310$18.87M0.4%-1.6%0.063%
11/15/2024 EP Wealth Advisors LLC976,787$33.49M0.3%-1.8%0.113%
11/15/2024 Kovitz Investment Group Partners LLC51,872$1.78M0.0%+264.7%0.006%
11/15/2024 Stifel Financial Corp415,653$14.25M0.0%+2.2%0.048%
11/15/2024 SYM FINANCIAL Corp11,569$397K0.1%-3.0%0.001%
11/15/2024 SageView Advisory Group LLC316,917$10.87M0.6%-0.4%0.037%
11/15/2024 Quantinno Capital Management LP97,525$3.34M0.0%+371.1%0.011%
11/15/2024 Red Wave Investments LLC273,933$9.39M3.3%-0.5%0.032%
11/15/2024 IHT Wealth Management LLC55,399$1.90M0.1%+20.5%0.006%
11/15/2024 Integrated Wealth Concepts LLC3,113,333$106.76M1.3%+1.8%0.359%
11/15/2024 Investmark Advisory Group LLC235,758$8.08M3.9%-0.5%0.027%
11/15/2024 HighTower Advisors LLC6,361,475$218.13M0.3%-1.0%0.734%
11/15/2024 Hill Investment Group Partners LLC5,042,979$162.38M22.4%+0.2%0.582%
11/15/2024 Hilltop Holdings Inc.15,679$538K0.0%N/A0.002%
11/15/2024 Ascent Group LLC16,397$562K0.0%+22.4%0.002%
11/15/2024 Kestra Investment Management LLC14,430$495K0.0%N/A0.002%
11/15/2024 True Wealth Design LLC1,502,386$51.52M20.1%-15.2%0.173%
11/14/2024 Kiely Wealth Advisory Group Inc.8,539$308K0.2%N/A0.001%
11/14/2024 Captrust Financial Advisors798,987$27.40M0.1%+0.3%0.092%
11/14/2024 Kingfisher Capital LLC25,782$884K0.2%+96.3%0.003%
11/14/2024 Rockefeller Capital Management L.P.378,837$12.99M0.0%+14.3%0.044%
11/14/2024 Financial Counselors Inc.158,902$5.45M0.1%-0.2%0.018%
11/14/2024 CreativeOne Wealth LLC183,286$6.29M0.2%+159.6%0.021%
11/14/2024 Cravens & Co Advisors LLC369,928$12.69M9.8%-7.8%0.043%
11/13/2024 WorthPointe LLC2,132,937$73.14M30.8%-1.4%0.246%
11/13/2024 Freedom Investment Management Inc.55,446$1.90M0.2%+4.6%0.006%
11/13/2024 RS Crum Inc.1,238,672$42.47M10.0%+0.5%0.143%
11/13/2024 Townsquare Capital LLC183,630$6.30M0.1%+24.1%0.021%
11/13/2024 FMR LLC216,392$7.42M0.0%+41.5%0.025%
“This Changes Everything” - Trump Hands Millions Massive IRS Gift (Ad)

Now it's your time to return the favor by taking advantage of this tax "revenge loophole." Because even as we wait for Trump's agenda to kick in…

>> YES! Send Me My FREE Gold Guide!
11/13/2024 Acorn Wealth Advisors LLC11,919$409K0.2%+56.4%0.001%
11/13/2024 Private Trust Co. NA138,264$4.74M0.5%+3.9%0.016%
11/13/2024 Truvestments Capital LLC2,055$70K0.0%N/A0.000%
11/12/2024Von Berge Wealth Management Group LLC9,007$322K0.2%+4.0%0.001%
11/12/2024 Cahill Financial Advisors Inc.685,588$23.51M3.2%+5.1%0.079%
11/12/2024 Lane & Associates LLC30,757$1.06M0.6%+3.7%0.004%
11/12/2024 Truepoint Inc.5,874$201K0.0%N/A0.001%
11/12/2024 Advisory Services & Investments LLC339,698$11.65M7.9%+2.1%0.039%
11/12/2024 Cerity Partners LLC4,190,205$143.68M0.3%+1.1%0.483%
11/12/2024 Great Valley Advisor Group Inc.1,114,258$38.21M0.9%+1.1%0.129%
11/12/2024 Financial Council LLC143,232$4.91M2.6%+1.1%0.017%
11/12/2024 Nwam LLC290,297$9.95M0.6%N/A0.033%
11/12/2024 Meridian Wealth Management LLC141,350$4.85M0.2%-0.4%0.016%
11/12/2024 CFS Investment Advisory Services LLC578,988$19.85M1.7%-2.9%0.067%
11/12/2024 Raymond James Trust N.A.128,860$4.42M0.1%-26.8%0.015%
11/12/2024 Altiora Financial Group LLC3,111,951$106.71M23.6%+0.6%0.359%
11/12/2024 Lathrop Investment Management Corp6,202$213K0.0%N/A0.001%
11/12/2024 Running Point Capital Advisors LLC151,139$5.18M2.0%-4.4%0.017%
11/9/2024 LPL Financial LLC17,745,074$608.48M0.3%+0.5%2.047%
11/8/2024 EverSource Wealth Advisors LLC462,020$15.84M1.0%+1.1%0.053%
11/8/2024 Silver Oak Advisory Group Inc.342,425$11.74M6.0%+1.0%0.040%
11/8/2024 First Horizon Advisors Inc.10,443$358K0.0%+186.3%0.001%
11/8/2024 Strategy Asset Managers LLC10,076$346K0.1%N/A0.001%
11/8/2024 Yardley Wealth Management LLC22,284$764K0.5%N/A0.003%
11/8/2024 Vance Wealth Inc.1,669,408$57.24M21.7%+0.9%0.193%
11/8/2024 Summit Wealth Group LLC535,078$18.35M5.3%-58.2%0.062%
11/8/2024 Prospera Financial Services Inc25,197$864K0.0%+40.8%0.003%
11/7/2024 Tranquility Partners LLC30,589$1.05M0.4%-3.9%0.004%
11/7/2024 Caprock Group LLC102,956$3.53M0.1%+5.0%0.012%
11/7/2024 Aviance Capital Partners LLC63,542$2.18M0.3%+8.2%0.007%
11/7/2024 EnRich Financial Partners LLC13,384$459K0.2%+7.2%0.002%
11/7/2024 Meeder Advisory Services Inc.21,131$725K0.0%N/A0.002%
11/7/2024 Phillips Financial Management LLC825,711$28.31M2.2%-3.0%0.095%
11/7/2024 Essential Planning LLC.57,781$1.98M0.8%+30.6%0.007%
11/7/2024 Thrivent Financial for Lutherans69,920$2.40M0.0%+41.7%0.008%
11/6/2024 Adero Partners LLC1,688,997$57.92M3.8%-0.9%0.195%
11/6/2024 Straight Path Wealth Management1,209,837$41.49M17.9%+5.3%0.140%
11/6/2024 LJI Wealth Management LLC89,643$3.07M0.6%-0.7%0.010%
11/6/2024 Heritage Investment Group Inc.2,289,498$78.51M14.9%+0.6%0.264%
11/6/2024 KPP Advisory Services LLC20,139$691K0.2%-1.8%0.002%
11/6/2024 Natixis Advisors LLC17,470$599K0.0%-5.1%0.002%
11/6/2024 Northeast Financial Group Inc.31,456$1.08M0.4%-24.7%0.004%
11/6/2024 Squire Investment Management Company LLC904,555$31.02M14.7%+1.8%0.104%
11/6/2024 OneDigital Investment Advisors LLC3,136,038$107.54M1.2%+14.0%0.362%
11/6/2024 Lifeworks Advisors LLC40,957$1.40M0.3%-1.8%0.005%
11/6/2024 Wealthstream Advisors Inc.4,517,361$154.90M28.2%+326.4%0.521%
11/6/2024 Dopkins Wealth Management LLC873,123$29.94M24.2%-12.5%0.101%
11/6/2024 Main Street Financial Solutions LLC56,827$1.95M0.2%+19.8%0.007%
11/5/2024 Hassell Wealth Management LLC468,167$15.92M6.7%-1.4%0.054%
11/5/2024 Empower Advisory Group LLC13,532$464K0.0%+9.0%0.002%
Download Our Tesla Ebook For Free (Ad)

Like many of you, we here at the TradingPub are bullish on Tesla long term. We believe the company will continue to be a leader in technology, EVs and A.I. We also believe it’s share price will be rewarded in a big way… In fact, our #1 Tesla expert just published a brand new Ebook regarding Tesla’s future, and we’d like to send it to you at no cost.

To claim your copy free of charge simply follow this link.
11/5/2024 Aptus Capital Advisors LLC197,835$6.78M0.1%+105.1%0.023%
11/5/2024 Prime Capital Investment Advisors LLC395,689$13.57M0.2%-0.3%0.046%
11/5/2024 Savvy Advisors Inc.75,323$2.58M0.5%+358.3%0.009%
11/5/2024 Ashton Thomas Private Wealth LLC23,431$803K0.0%+14.9%0.003%
11/5/2024 Verus Capital Partners LLC7,597$261K0.0%+44.4%0.001%
11/5/2024 Vestia Personal Wealth Advisors252,281$8.64M7.1%+9.9%0.029%
11/5/2024 Northwest Wealth Management LLC1,252,338$42.94M10.0%+5.9%0.144%
11/4/2024 tru Independence LLC307,468$10.54M3.1%+12.5%0.035%
11/4/2024 GDS Wealth Management15,806$542K0.1%N/A0.002%
11/4/2024 TRU Independence Asset Management 2 LLC291,852$10.01M8.4%N/A0.034%
(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, 824 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), Plancorp LLC ($346.71M), and Commonwealth Equity Services LLC ($334.97M).Learn more on DFAC's institutional investors.

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

Of the 707 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), Guardian Wealth Advisors LLC ($9.11M), Forum Financial Management LP ($9.06M), Apella Capital LLC ($8.98M), 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 332,182,444 shares in the last 24 months. This purchase volume represents approximately $9.15B in transactions.

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

Of the 430 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 40,965,411 shares in the last 24 months. This volume of shares sold represents approximately $1.22B in transactions.


Related Companies

This page (NYSEARCA:DFAC) was last updated on 11/21/2024 by MarketBeat.com Staff
From Our Partners
Missed Nvidia? Watch this ASAP
This little-known project that Bill Gates has been quietly working on that’s about to unleash an AI breakthrou...
Brownstone Research | Sponsored
Musk’s new company could top a trillion?
The investment legend who predicted the rise of Bitcoin, Facebook and streaming services like Netflix… Just...
Paradigm Press | Sponsored
Tim Sykes’ Urgent Trade Alert: “Make this move now”
WARNING: 80 Wall Street banks are gearing up for MASSIVE D.C. shock This $2 trillion D.C. shock is NOT abou...
Timothy Sykes | Sponsored
Unveiled: NVIDIA’s "Secret Royalty" Program
Did you know that there's an investment that will give you the opportunity to collect "royalties" every time N...
Behind the Markets | Sponsored
Elon knows the truth, which is why they want him silenced
Elon Musk is one of mankind’s greatest innovators. But for all his visionary prowess and contributions to h...
Porter & Company | Sponsored
$2 Trillion Disappears Because of Fed's Secretive New Move
$2 trillion has disappeared from the US government's books. The reason why is a new, secretive move being c...
Stansberry Research | Sponsored
24/7 Automated Profits in Crypto
The 4th quarter of 2024 is shaping up to be one of the most explosive periods for crypto in recent memory. But...
Crypto Swap Profits | Sponsored
Trump Wins… But Elon Says Get Ready to Brace
Trump's back in the White House, ready to hit the gas on America's comeback. He's taking on the economy wi...
Genesis Gold Group | Sponsored