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

Dimensional U.S. Core Equity 2 ETF logo
$34.17
+0.04 (+0.12%)
(As of 12:49 PM ET)
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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)
505
Total
Institutional Inflows
(last 12 months)
$3.65B
Number of
Institutional Sellers
(last 12 months)
317
Total
Institutional Outflows
(last 12 months)
$816.44M
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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
11/4/2024Axxcess Wealth Management LLC6,055$208K0.0%N/A0.001%
11/4/2024HTG Investment Advisors Inc.720,221$24.70M11.7%+3.8%0.083%
11/4/2024Liberty Wealth Management LLC911,954$31.27M5.3%-46.1%0.105%
11/4/2024FMB Wealth Management735,620$25.22M14.3%+7.3%0.085%
11/4/2024Sigma Planning Corp16,952$581K0.0%+24.3%0.002%
11/2/2024Retirement Solution LLC395,028$13.50M3.3%+6.3%0.046%
11/2/2024Mesirow Financial Investment Management Inc.211,850$7.26M0.1%+41.6%0.024%
11/2/2024Austin Asset Management Co Inc4,190,766$143.70M29.3%-0.6%0.483%
11/1/2024Tillman Hartley LLC1,836,749$62.98M18.7%+0.1%0.212%
11/1/2024Cypress Point Wealth Management LLC1,022,812$35.07M13.8%+3.1%0.118%
11/1/2024Rather & Kittrell Inc.1,187,293$40.71M10.0%-2.1%0.137%
11/1/2024Assetmark Inc.3,158,259$108.30M0.3%-1.7%0.364%
11/1/2024Rockbridge Investment Management LCC2,007,942$68.85M8.9%+115.9%0.232%
11/1/2024Cahill Wealth Management LLC513,335$17.60M9.1%+5.1%0.059%
11/1/2024Lauterbach Financial Advisors LLC1,299,285$44.55M27.1%+1.7%0.150%
11/1/2024Beckerman Institutional LLC100,804$3.46M2.9%N/A0.012%
11/1/2024Triune Financial Partners LLC3,703,605$127.00M39.9%N/A0.427%
11/1/2024Physician Wealth Solutions Inc.215,012$7.44M3.6%+215.8%0.025%
11/1/2024Capital Performance Advisors LLP1,601,068$54.90M16.7%-1.0%0.185%
11/1/2024 Stone Point Wealth LLC124,017$4.25M1.4%+18.0%0.014%
11/1/2024 Winthrop Advisory Group LLC340,058$11.66M1.4%-0.5%0.039%
11/1/2024 Vista Capital Partners Inc.175,745$6.03M0.7%+0.9%0.020%
10/31/2024 JB Capital LLC29,935$1.03M0.1%-2.5%0.003%
10/31/2024 Keudell Morrison Wealth Management411,927$14.13M3.8%-15.0%0.048%
10/31/2024 Bridgewater Advisors Inc.208,223$7.22M0.8%+3.8%0.024%
10/31/2024 Wealth Architects LLC121,739$4.17M0.5%+2.3%0.014%
10/31/2024 Dechtman Wealth Management LLC7,607$261K0.1%-5.0%0.001%
10/31/2024 American Capital Advisory LLC652,779$22.38M13.0%-2.2%0.075%
10/30/2024 Beacon Financial Advisory LLC21,830$749K0.3%+7.0%0.003%
10/30/2024 Crestwood Advisors Group LLC13,816$474K0.0%-9.5%0.002%
10/30/2024 Catalyst Capital Advisors LLC2,976,749$102.07M2.3%-6.4%0.343%
10/30/2024 PDS Planning Inc57,351$1.97M0.2%N/A0.007%
10/30/2024 QRG Capital Management Inc.26,443$907K0.0%+8.3%0.003%
10/30/2024 Lutz Financial Services LLC771,353$26.45M2.1%+0.6%0.089%
10/29/2024 KG&L Capital Management LLC300,000$10.29M3.3%-15.6%0.035%
10/29/2024 Forum Financial Management LP37,580,449$1.29B21.4%+0.7%4.336%
10/29/2024 Private Wealth Management Group LLC913,589$31.33M12.4%+1.2%0.105%
10/29/2024 Angeles Wealth Management LLC10,103$346K0.0%+10.7%0.001%
10/29/2024 Prosperitas Financial LLC7,292$250K0.1%N/A0.001%
10/29/2024 Confluence Wealth Services Inc.19,960$684K0.1%+9.4%0.002%
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10/29/2024 Pure Financial Advisors LLC4,619,158$158.39M3.8%-3.8%0.533%
10/29/2024 Symmetry Partners LLC1,850,010$63.44M15.0%+343.8%0.213%
10/29/2024 Visionary Horizons LLC10,985$377K0.3%-4.4%0.001%
10/29/2024 Chicago Partners Investment Group LLC954,374$32.95M1.1%-1.9%0.110%
10/29/2024 Creative Capital Management Investments LLC1,406,527$48.23M20.2%+11.7%0.162%
10/29/2024 Farther Finance Advisors LLC238,982$8.20M0.3%+253.9%0.028%
10/29/2024 Oceanside Advisors LLC310,595$10.65M7.9%+2.1%0.036%
10/28/2024 Lowe Brockenbrough & Co. Inc.31,964$1.10M0.1%N/A0.004%
10/28/2024 Valued Wealth Advisors LLC175,871$6.03M3.9%+4.9%0.020%
10/28/2024 US Bancorp DE34,085$1.17M0.0%+2.6%0.004%
10/28/2024 Austin Wealth Management LLC1,242,442$42.14M9.3%-0.8%0.143%
10/25/2024 Financial Advocates Investment Management86,192$2.96M0.2%-2.9%0.010%
10/25/2024 Seaside Wealth Management Inc.66,504$2.28M0.9%+1.1%0.008%
10/25/2024 Fiducient Advisors LLC170,042$5.83M0.7%+0.3%0.020%
10/25/2024 JFS Wealth Advisors LLC3,055,187$104.76M7.0%+1.7%0.352%
10/25/2024 Diversify Wealth Management LLC508,872$17.57M1.6%-55.0%0.059%
10/25/2024 Edge Financial Advisors LLC73,226$2.51M2.2%N/A0.008%
10/25/2024 Trajan Wealth LLC651,543$22.34M1.3%-1.7%0.075%
10/25/2024 Mutual Advisors LLC117,810$4.07M0.1%-0.3%0.014%
10/25/2024 Better Money Decisions LLC20,354$698K0.5%-4.2%0.002%
10/25/2024 GW Henssler & Associates Ltd.7,543$259K0.0%N/A0.001%
10/25/2024 Schulz Wealth LTD.704,834$24.17M18.7%+6.5%0.081%
10/25/2024 PBMares Wealth Management LLC1,058,009$36.28M7.6%-22.5%0.122%
10/25/2024 Strategic Blueprint LLC42,807$1.47M0.1%+102.3%0.005%
10/25/2024 Integrated Advisors Network LLC385,302$13.21M0.6%+2.7%0.044%
10/25/2024 SC&H Financial Advisors Inc.1,995,584$68.43M14.9%+5.6%0.230%
10/25/2024 Legacy Wealth Management Inc5,951$204K0.0%N/A0.001%
10/25/2024 Fortitude Family Office LLC1,001$34K0.0%N/A0.000%
10/25/2024 Quarry Hill Advisors LLC671,043$23.01M15.4%-11.8%0.077%
10/25/2024 Geometric Wealth Advisors7,327,678$251.27M46.5%+2.5%0.845%
10/24/2024 Arbor Investment Advisors LLC9,832$337K0.0%N/A0.001%
10/24/2024 TCI Wealth Advisors Inc.1,929,916$66.18M5.6%+8.0%0.223%
10/24/2024 Patriot Financial Group Insurance Agency LLC18,082$620K0.1%+8.6%0.002%
10/24/2024 Gemmer Asset Management LLC250,909$8.60M0.9%+4.8%0.029%
10/24/2024 Greenspring Advisors LLC7,316,385$250.88M54.8%-1.0%0.844%
10/24/2024 Hibernia Wealth Partners LLC7,200$247K0.1%N/A0.001%
10/24/2024 J.W. Cole Advisors Inc.40,143$1.38M0.1%-7.1%0.005%
10/24/2024 Modera Wealth Management LLC5,176,446$177.50M2.3%-1.1%0.597%
10/24/2024 Wealth Enhancement Advisory Services LLC4,495,574$154.15M0.3%-3.2%0.519%
10/23/2024 Allworth Financial LP3,999,359$137.14M0.8%+22.8%0.461%
10/23/2024 North Ridge Wealth Advisors Inc.1,073,502$36.81M25.0%+2.3%0.124%
10/23/2024 Strategic Investment Solutions Inc. IL596,013$20.44M6.1%+0.3%0.069%
10/23/2024 Heritage Financial Services LLC6,168,476$211.52M28.1%+0.4%0.712%
10/23/2024 Silver Oak Securities Incorporated28,449$973K0.1%+21.8%0.003%
10/23/2024 Chico Wealth RIA1,550,174$53.16M45.5%+1.1%0.179%
10/23/2024 Mraz Amerine & Associates Inc.22,070$757K0.1%-8.7%0.003%
10/23/2024 Mowery & Schoenfeld Wealth Management LLC215,986$7.41M11.8%-2.2%0.025%
10/23/2024 Index Fund Advisors Inc.110,783$3.80M0.2%-0.6%0.013%
10/23/2024 Signature Resources Capital Management LLC467,644$16.04M14.7%-23.7%0.054%
10/23/2024 Great Lakes Retirement Inc.302,607$10.38M1.3%+0.5%0.035%
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10/23/2024 Brighton Jones LLC1,524,169$52.26M2.0%-9.5%0.176%
10/23/2024 Onyx Financial Advisors LLC3,371,112$115.60M63.5%+1.1%0.389%
10/22/2024 DHJJ Financial Advisors Ltd.4,675$160K0.1%-6.1%0.001%
10/22/2024 RAM Investment Partners LLC2,572,915$88.23M23.0%+5.3%0.297%
10/22/2024 Fulcrum Capital LLC11,065$379K0.1%N/A0.001%
10/22/2024 BetterWealth LLC2,925,380$100.31M29.6%+1.2%0.337%
10/22/2024 Ruedi Wealth Management Inc.2,154,170$73.87M25.4%-3.0%0.249%
10/22/2024 Greenleaf Trust5,897$202K0.0%N/A0.001%
10/22/2024 Maryland Capital Advisors Inc.2,220$76K0.0%-12.6%0.000%
10/22/2024 RCS Financial Planning LLC674,210$23.12M12.8%+2.8%0.078%
(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, 817 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 ($569.24M), 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 696 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. ($35.48M), Summit Wealth Group LLC ($30.98M), Mercer Global Advisors Inc. ADV ($27.41M), Forum Financial Management LP ($10.40M), Guardian Wealth Advisors LLC ($9.70M), 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 340,710,827 shares in the last 24 months. This purchase volume represents approximately $9.26B 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 40,109,851 shares in the last 24 months. This volume of shares sold represents approximately $1.19B in transactions.


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This page (NYSEARCA:DFAC) was last updated on 11/4/2024 by MarketBeat.com Staff
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