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

Dimensional U.S. Core Equity 2 ETF logo
$31.33 -0.10 (-0.32%)
Closing price 04/15/2025 04:10 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)
608
Total
Institutional Inflows
(last 12 months)
$4.88B
Number of
Institutional Sellers
(last 12 months)
366
Total
Institutional Outflows
(last 12 months)
$1.27B
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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
4/15/2025FMB Wealth Management854,806$28.20M15.6%+6.4%0.089%
4/15/2025Sapient Capital LLC8,247$272K0.0%N/A0.001%
4/15/2025Greenwood Capital Associates LLC14,113$466K0.1%+56.3%0.001%
4/15/2025Fifth Third Bancorp48,195$1.59M0.0%-0.9%0.005%
4/15/2025Two West Capital Advisors LLC320,091$9.96M8.3%+8.2%0.033%
4/15/2025Zhang Financial LLC3,148,980$103.89M5.5%+11.1%0.328%
4/15/2025Millburn Ridgefield LLC DE 3,322,214$109.60M2.7%+5.8%0.346%
4/15/2025Bannerman Wealth Management Group LLC1,194,777$39.42M32.2%+0.8%0.124%
4/15/2025Leonard Rickey Investment Advisors P.L.L.C.932,209$29.30M6.3%+10,981.9%0.097%
4/15/2025CX Institutional3,272$108K0.0%N/A0.000%
4/15/2025Integrated Advisors Network LLC370,613$12.23M0.6%-5.6%0.039%
4/15/2025Vestment Financial LLC974,479$32.32M23.2%+2.2%0.101%
4/15/2025Financial Council LLC158,520$5.23M2.8%+7.3%0.016%
4/15/2025SJS Investment Consulting Inc.9,218,618$304.12M51.9%+1.0%0.959%
4/15/2025Fiduciary Financial Group LLC634,751$19.45M4.1%+5.8%0.066%
4/15/2025Simplicity Wealth LLC550,538$18.16M1.4%+3,279.4%0.057%
4/15/2025Wealthcare Advisory Partners LLC1,388,868$45.82M1.2%+96.5%0.145%
4/15/2025Signet Financial Management LLC64,717$2.14M0.3%-10.6%0.007%
4/14/2025 Investment Advisory Group LLC567,641$18.73M6.3%+1.3%0.059%
4/14/2025 Henrickson Nauta Wealth Advisors Inc.1,916,425$58.72M23.7%+7.8%0.199%
4/14/2025 Farther Finance Advisors LLC399,758$13.23M0.3%+29.4%0.042%
4/14/2025 Clarity Capital Advisors LLC108,413$3.58M2.3%+42.3%0.011%
4/14/2025 Great Waters Wealth Management329,233$10.86M1.5%-4.8%0.034%
4/14/2025 Black Point Wealth Management31,161$1.03M5.9%-79.2%0.003%
4/14/2025 Cherrydale Wealth Management LLC1,162,725$38.36M15.2%+0.2%0.121%
4/14/2025 Single Point Partners LLC19,219$634K0.1%-8.3%0.002%
4/14/2025 25 LLC75,389$2.49M1.0%-14.5%0.008%
4/14/2025 Capital Investment Advisors LLC11,003$363K0.0%N/A0.001%
4/14/2025 Pillar Financial Advisors LLC7,768$256K0.2%-10.0%0.001%
4/14/2025 Park Avenue Securities LLC2,814,004$92.83M1.1%+10.3%0.293%
4/14/2025 Greenspring Advisors LLC6,691,927$220.77M52.4%-9.4%0.697%
4/14/2025 Arbor Wealth Advisors LLC115,776$3.82M3.4%-1.3%0.012%
4/14/2025 Rockwood Wealth Management LLC10,165,107$335.35M34.2%+4.6%1.058%
4/11/2025 Strategent Financial LLC67,826$2.24M2.0%+2.4%0.007%
4/11/2025 City State Bank74,631$2.46M0.8%+48.3%0.008%
4/11/2025 LifeGuide Financial Advisors LLC609,025$20.09M8.2%+11.8%0.063%
4/11/2025 Atwater Malick LLC75,336$2.49M0.8%-4.5%0.008%
4/11/2025 Prosperity Planning Inc.93,487$3.08M1.0%+1.7%0.010%
4/10/2025 Retirement Planning Group LLC99,175$3.27M0.2%-1.5%0.010%
4/10/2025 Better Money Decisions LLC18,871$623K0.4%-7.6%0.002%
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4/10/2025 McGrath & Associates Inc.73,062$2.41M4.4%+49.8%0.008%
4/10/2025 Firethorn Wealth Partners LLC435,411$14.36M6.9%-1.7%0.045%
4/10/2025 Freedom Financial Partners LLC225,489$7.44M3.5%-1.3%0.023%
4/10/2025 Apella Capital LLC11,812,257$375.75M12.9%+11.5%1.229%
4/10/2025 Romano Brothers AND Company8,832$291K0.0%N/A0.001%
4/10/2025 CGN Advisors LLC223,840$7.38M0.7%+5.1%0.023%
4/10/2025 Rialto Wealth Management LLC32,324$1.07M0.3%+14.4%0.003%
4/10/2025 Kure Advisory LLC75,858$2.50M1.9%N/A0.008%
4/9/2025 RFG Advisory LLC234,891$7.75M0.2%-34.0%0.024%
4/9/2025 McLean Asset Management Corp359,990$11.88M3.5%+28.5%0.037%
4/9/2025 Merit Financial Group LLC531,998$17.55M0.3%+16.1%0.055%
4/9/2025 Pioneer Wealth Management Group107,006$3.53M1.5%N/A0.011%
4/9/2025 Quad Cities Investment Group LLC53,326$1.76M0.9%+1.5%0.006%
4/9/2025 Archer Investment Management LLC61,224$2.02M1.4%+87.8%0.006%
4/9/2025 Fiduciary Alliance LLC12,454$411K0.0%-5.2%0.001%
4/9/2025 Websterrogers Financial Advisors LLC247,923$8.18M2.8%-9.3%0.026%
4/9/2025 Baker Tilly Wealth Management LLC23,119$763K0.3%-5.1%0.002%
4/8/2025 Conrad Siegel Investment Advisors Inc.3,018,292$99.57M25.5%-0.5%0.314%
4/8/2025 Shearwater Capital LLC1,671,955$55.16M39.3%-1.3%0.174%
4/8/2025 Winthrop Advisory Group LLC330,150$10.89M1.3%-2.2%0.034%
4/8/2025 IFG Advisors LLC183,507$6.05M1.2%-2.3%0.019%
4/8/2025 HFG Wealth Management LLC68,414$2.37M1.4%-3.9%0.007%
4/8/2025 Parallel Advisors LLC44,513$1.47M0.0%-2.0%0.005%
4/7/2025 Benchmark Wealth Management LLC31,269$1.03M0.5%N/A0.003%
4/7/2025 AdvisorNet Financial Inc620,147$20.46M1.5%+46.1%0.065%
4/4/2025 Exeter Financial LLC27,702$914K0.4%+65.6%0.003%
4/4/2025 Baring Financial LLC140,583$4.64M3.9%+18.9%0.015%
4/3/2025 Versant Capital Management Inc692,392$22.84M3.8%+0.9%0.073%
4/1/2025 Trust Co of the South1,259,342$41.55M8.7%+4.6%0.133%
4/1/2025 Emprise Bank18,097$597K0.3%-3.0%0.002%
3/27/2025Milestone Asset Management Group LLC5,808$201K0.2%N/A0.001%
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%
3/17/2025Wealth Enhancement Advisory Services LLC4,827,737$166.99M0.3%+7.4%0.510%
3/14/2025Tableaux LLC15,649$541K0.4%N/A0.002%
3/10/2025SpringVest Wealth Management LLC6,028$209K0.2%N/A0.001%
3/7/2025Aegis Wealth Management LLC88,032$3.05M2.1%N/A0.009%
3/7/2025Bannerman Wealth Management Group LLC1,184,738$40.98M33.9%N/A0.125%
3/6/2025Arcadia Wealth Management Inc.888,650$30.74M26.1%N/A0.094%
3/5/2025Financial Insights Inc.198,474$6.87M2.7%-16.0%0.021%
3/3/2025Forthright Family Wealth Advisory LLC288,127$9.97M6.5%+8.2%0.030%
2/28/2025Brooklyn FI LLC7,449$258K0.0%N/A0.001%
2/27/2025XY Planning Network Inc.268,631$9.29M7.0%N/A0.031%
2/26/2025Discipline Wealth Solutions LLC875,071$30.27M14.0%+11.0%0.101%
2/26/2025Ballentine Capital Advisors Inc1,490,466$51.56M26.7%-1.5%0.172%
2/25/2025B. Riley Wealth Advisors Inc.17,656$611K0.0%-36.3%0.002%
2/25/2025Integrated Advisors Network LLC392,407$13.57M0.6%+1.8%0.045%
2/24/2025Great Valley Advisor Group Inc.937,439$32.43M0.7%-15.9%0.108%
2/21/2025Ascent Group LLC15,061$521K0.0%-8.1%0.002%
2/21/2025WNY Asset Management LLC1,204,351$41.66M5.2%+11.5%0.139%
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2/21/2025Vermillion Wealth Management Inc.37,833$1.31M0.7%N/A0.004%
2/20/2025Forum Financial Management LP37,575,502$1.30B21.5%0.0%4.335%
2/20/2025Wealth Management Strategies Inc.458,049$15.84M12.1%N/A0.053%
2/20/2025Revisor Wealth Management LLC7,240$250K0.2%-66.7%0.001%
2/19/2025Twin Lakes Capital Management LLC3,055$106K0.1%N/A0.000%
2/19/2025WCG Wealth Advisors LLC73,169$2.53M0.2%-9.6%0.008%
2/18/2025Connecticut Wealth Management LLC37,899$1.31M0.1%-8.3%0.004%
2/18/2025Investmark Advisory Group LLC264,363$9.14M4.5%+12.1%0.030%
2/18/2025Legacy Financial Group Inc.588,261$20.35M6.6%-1.7%0.068%
2/18/2025Mosaic Family Wealth Partners LLC28,749$994K0.1%-1.8%0.003%
(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, 980 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 841 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 ($11.81M), 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 356,010,280 shares in the last 24 months. This purchase volume represents approximately $10.55B in transactions.

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

Of the 493 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), Greenspring Advisors LLC ($1.71M), and Osaic Holdings Inc. ($1.44M).

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

Institutional investors have sold a total of 55,367,037 shares in the last 24 months. This volume of shares sold represents approximately $1.76B in transactions.


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This page (NYSEARCA:DFAC) was last updated on 4/16/2025 by MarketBeat.com Staff
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