Who Owns Dimensional - US Core Equity 2 ETF (DFAC)?Hedge Fund & Institutional Holders

$39.02-0.23 (-0.60%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$2.547000181108417e+294T

% of Float Held

—

QoQ Change in Holders

+15 / -0

Price History

$29.12$32.20$35.27$38.34$41.42Sep 24Jun 25Mar 26

DFAC — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Align Financial, LLCNew Position+1.8M+$1.8B
Forum Financial Management, LPNew Position+41.1M+$1.6B
Apella Capital, LLCNew Position+13.9M+$550.9M
Greenspring Advisors, LLCNew Position+13.3M+$524.7M
ENVESTNET ASSET MANAGEMENT INCNew Position+12.1M+$478.0M
SJS Investment Consulting Inc.New Position+9.1M+$360.7M
Savant Capital, LLCNew Position+8.0M+$317.0M
COMMONWEALTH EQUITY SERVICES, LLCNew Position+8.0M+$315.0M
JACKSON THORNTON WEALTH MANAGEMENT, LLCNew Position+4.8M+$196.1M
Modera Wealth Management, LLCNew Position+4.8M+$191.9M
AWM CAPITAL, LLCNew Position+4.8M+$188.2M
Heritage Financial Services, LLCNew Position+4.5M+$179.0M
Henrickson Nauta Wealth Advisors, Inc.New Position+4.4M+$176.7M
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCNew Position+4.3M+$176.0M
TFO Wealth Partners, LLCNew Position+4.3M+$168.5M

DFAC — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Plancorp, LLCDecreased-176K-$408.6B
Wealthspire Advisors, LLCDecreased-156K-$295.9B
HighTower Advisors, LLCDecreased-202K-$228.9B
CARDIFF PARK ADVISORS, LLCDecreased-142K-$158.3B
Syverson Strege & CoDecreased-30K-$125.4B
Financial Engines Advisors L.L.C.Decreased-107K-$122.3B
ROYAL BANK OF CANADADecreased-35K-$121.2B
NewEdge Advisors, LLCDecreased-630K-$120.0B
Integrated Wealth Concepts LLCDecreased-504K-$118.0B
Meridian Wealth Partners, LLCDecreased-164K-$102.1B
Mach-1 Financial Group, LLCDecreased-2.5M-$95.6B
ASSETMARK, INCDecreased-24K-$89.1B
Safeguard Investment Advisory Group, LLCDecreased-114K-$88.4B
ShankerValleau Wealth Advisors, Inc.Decreased-35K-$87.1B
Kestra Advisory Services, LLCDecreased-8K-$84.0B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1MERCER GLOBAL ADVISORS INC /ADV64,358,203$2.5B3.88%Share
2Align Financial, LLC1,811,084$1.8B1.05%Share
3Focus Partners Wealth42,704,909$1.7B1.93%Share
4Forum Financial Management, LP37,309,159$1.5B19.22%Share
5LPL Financial LLC17,742,346$702.0M0.19%Share
6Focus Partners Advisor Solutions, LLC15,939,127$631.0M7.74%Share
7Apella Capital, LLC13,914,954$550.9M10.89%Share
8Greenspring Advisors, LLC13,253,011$524.7M32.19%Share
9Bell Investment Advisors, Inc13,196$522.4M0.08%Share
10ENVESTNET ASSET MANAGEMENT INC12,092,107$478.0M0.14%Share
11Rockwood Wealth Management, LLC11,598,734$459.2M34.24%Share
12Plancorp, LLC10,428,380$412.0M12.46%Share
13SJS Investment Consulting Inc.9,111,768$360.7M45.64%Share
14Geometric Wealth Advisors8,570,969$339.3M43.65%Share
15Savant Capital, LLC8,024,961$317.0M1.80%Share
16COMMONWEALTH EQUITY SERVICES, LLC7,956,573$315.0M0.42%Share
17Wealthspire Advisors, LLC7,522,835$297.0M2.36%Share
18MONOGRAPH WEALTH ADVISORS, LLC6,689,376$264.8M26.01%Share
19Allworth Financial LP5,963,230$236.1M0.97%Share
20Beacon Pointe Advisors, LLC5,975,927$236.0M1.65%Share
21HighTower Advisors, LLC5,738,089$227.0M0.25%Share
22Capstone Financial Advisors, Inc.5,480,371$217.0M11.55%Share
23Modera Wealth Management, LLC4,848,102$191.9M2.22%Share
24GeoWealth Management, LLC4,843,821$191.0M7.04%Share
25Vestmark Advisory Solutions, Inc.4,778,271$189.2M2.55%Share
26AWM CAPITAL, LLC4,753,661$188.2M17.08%Share
27BANK OF AMERICA CORP /DE/4,711,512$186.0M0.01%Share
28Baird Financial Group, Inc.4,641,003$183.0M0.29%Share
29Heritage Financial Services, LLC4,520,404$179.0M14.94%Share
30Henrickson Nauta Wealth Advisors, Inc.4,365,195$176.7M26.08%Share
31WEALTH ENHANCEMENT ADVISORY SERVICES, LLC4,346,500$176.0M0.24%Share
32Asset Dedication, LLC4,350,772$172.2M11.31%Share
33TFO Wealth Partners, LLC4,256,625$168.5M25.22%Share
34Pure Financial Advisors, LLC4,249,910$168.3M2.70%Share
35Symmetry Partners, LLC4,247,872$168.2M9.95%Share
36JACKSON THORNTON WEALTH MANAGEMENT, LLC4,075,582$165.0M15.59%Share
37Stratos Investment Management, LLC4,064,248$160.9M6.45%Share
38Austin Asset Management Co Inc4,033,193$159.7M26.23%Share
39Evanson Asset Management, LLC4,002,215$158.4M8.55%Share
40RAYMOND JAMES FINANCIAL INC3,984,885$157.0M0.05%Share
41CARDIFF PARK ADVISORS, LLC3,965,406$157.0M12.89%Share
42OneDigital Investment Advisors LLC3,939,898$155.0M1.52%Share
43McGlone Suttner Wealth Management, Inc.3,744,276$148.2M19.94%Share
44DecisionPoint Financial, LLC3,738,699$148.0M32.57%Share
45Triune Financial Partners, LLC3,630,425$147.7M34.52%Share
46JFS WEALTH ADVISORS, LLC3,726,135$147.5M8.31%Share
47Cerity Partners LLC3,693,175$146.0M0.21%Share
48Burton Enright Welch3,678,371$145.6M20.50%Share
49Onyx Financial Advisors, LLC3,627,314$143.6M60.88%Share
50United Wealth Management, LLC3,609,921$142.9M36.97%Share

DFAC Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 20251123$34.2B+602
Q3 2025521$16.9T-425
Q2 2025946$25.0T-30
Q1 2025976$24.7T+237
Q4 2024739$2124.2T+237
Q3 2024502$8522.9T+21
Q2 2024481$7606.0T+22
Q1 2024459$6951.4T—

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As of Q4 2025, 50 institutional investors hold DFAC (Dimensional - US Core Equity 2 ETF). The largest holder is MERCER GLOBAL ADVISORS INC /ADV with $2.5B in shares. This quarter, 15 institutions opened new positions and 0 closed their positions.

Frequently Asked Questions

How many hedge funds own DFAC?

As of Q4 2025, 50 institutional investors report holding DFAC (Dimensional - US Core Equity 2 ETF) in their 13F filings.

Who is the largest institutional holder of DFAC?

The largest institutional holder of DFAC is MERCER GLOBAL ADVISORS INC /ADV with $2.5B in shares.

Is institutional ownership of DFAC increasing or decreasing?

This quarter, 15 institutions opened new positions in DFAC and 0 closed their positions.