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

$34.82 +0.36 (+1.04%)
(As of 12/20/2024 04:32 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)
$3.28B
Number of
Institutional Sellers
(last 12 months)
316
Total
Institutional Outflows
(last 12 months)
$817.97M
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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
12/13/2024 B. Riley Wealth Advisors Inc.27,731$947K0.0%+125.5%0.003%
12/9/2024 Forthright Family Wealth Advisory LLC266,323$9.71M5.9%N/A0.031%
12/2/2024 Beaird Harris Wealth Management LLC52,838$1.81M0.2%-1.6%0.006%
11/26/2024 Peapack Gladstone Financial Corp97,205$3.33M0.0%-1.2%0.011%
11/25/2024 Destination Wealth Management17,656$605K0.0%+9.0%0.002%
11/25/2024 Wilmington Savings Fund Society FSB15,440$529K0.0%N/A0.002%
11/25/2024 World Investment Advisors LLC24,017$824K0.0%+27.6%0.003%
11/22/2024 Capstone Capital LLC1,558,891$53.45M44.4%+1.0%0.180%
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%
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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%
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%
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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%
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%
(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, 828 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 711 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 331,771,561 shares in the last 24 months. This purchase volume represents approximately $9.14B in transactions.

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

Of the 431 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 40,868,501 shares in the last 24 months. This volume of shares sold represents approximately $1.22B in transactions.


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This page (NYSEARCA:DFAC) was last updated on 12/21/2024 by MarketBeat.com Staff
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