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Dimensional US Core Equity 2 ETF

1,168 hedge funds and large institutions have $32.6B invested in Dimensional US Core Equity 2 ETF in 2026 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 493 increasing their positions, 353 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 39

40% more repeat investments, than reductions

Existing positions increased: 493 | Existing positions reduced: 353

1% more funds holding

Funds holding: 1,1521,168 (+16)

0.21% less ownership

Funds ownership: 80.84%80.63% (-0.21%)

5% less capital invested

Capital invested by funds: $34.2B → $32.6B (-$1.55B)

2% less funds holding in top 10

Funds holding in top 10: 288283 (-5)

Holders
1,168
Holders Change
+16
Holders Change %
+1.39%
% of All Funds
14.37%
Holding in Top 10
283
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-1.74%
% of All Funds
3.48%
New
84
Increased
493
Reduced
353
Closed
39
Calls
$1.3M
Puts
Net Calls
+$1.3M
Net Calls Change
+$819K
Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$2.73B +$239M +5,934,118 +9%
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$1.66B -$4.87M -120,789 -0.3%
FFM
3
Forum Financial Management
Illinois
$1.64B +$50.8M +1,259,943 +3%
FPAS
4
Focus Partners Advisor Solutions
Missouri
$693M +$76.8M +1,907,134 +12%
LPL Financial
5
LPL Financial
California
$680M -$9.48M -235,428 -1%
AC
6
Apella Capital
Connecticut
$662M +$72.9M +1,809,569 +13%
GA
7
Greenspring Advisors
Maryland
$519M +$4.49M +111,529 +0.8%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$515M +$47M +1,167,601 +10%
SC
9
Savant Capital
Illinois
$481M +$176M +4,363,314 +54%
RWM
10
Rockwood Wealth Management
Pennsylvania
$469M +$19.3M +478,929 +4%
PL
11
Plancorp LLC
Missouri
$419M -$3.72M -92,375 -0.9%
SIC
12
SJS Investment Consulting
Ohio
$359M +$4.83M +120,004 +1%
GWA
13
Geometric Wealth Advisors
District of Columbia
$338M +$5.07M +125,891 +1%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$324M +$15.3M +380,978 +5%
AF
15
Allworth Financial
California
$300M +$70.3M +1,746,014 +29%
WANY
16
Wealthspire Advisors (New York)
New York
$292M -$720K -17,860 -0.2%
MWA
17
Monograph Wealth Advisors
California
$266M +$5.99M +148,780 +2%
SP
18
Symmetry Partners
Connecticut
$260M +$7.84M +194,476 +3%
BPA
19
Beacon Pointe Advisors
California
$229M -$3.01M -74,806 -1%
Bank of America
20
Bank of America
North Carolina
$228M +$21.6M +535,916 +10%
CFA
21
Capstone Financial Advisors
Illinois
$216M +$2.68M +66,576 +1%
HighTower Advisors
22
HighTower Advisors
Illinois
$211M -$12.3M -304,383 -5%
JTWM
23
Jackson Thornton Wealth Management
Alabama
$199M +$2.37M +58,890 +1%
VAS
24
Vestmark Advisory Solutions
Massachusetts
$196M +$9.99M +247,918 +5%
GM
25
GeoWealth Management
Illinois
$192M +$4.38M +108,604 +2%

DFAC Hedge Fund Activity: Q1 2026 in Review

1,168 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Core Equity 2 ETF (DFAC) for Q1 2026, worth a combined $32.6B — down 4.5% from $34.2B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new DFAC positions and 39 closed out — a net gain of 45 holders — while 493 added to existing stakes and 353 trimmed.

The largest buyer was Mercer Global Advisors, adding an estimated $239M. The largest seller was Corient Private Wealth, cutting an estimated $194M.

  • 1,168 institutional investors held Dimensional US Core Equity 2 ETF (DFAC) as of Q1 2026, up from 1,152 in Q4 2025.
  • Funds reported $32.6B of Dimensional US Core Equity 2 ETF stock for Q1 2026, down 4.5% quarter-over-quarter.
  • 84 funds opened new Dimensional US Core Equity 2 ETF positions in Q1 2026 and 39 closed out, a net change of +45 holders.
  • The largest Dimensional US Core Equity 2 ETF buyer in Q1 2026 was Mercer Global Advisors, an estimated $239M added.
  • The largest Dimensional US Core Equity 2 ETF seller in Q1 2026 was Corient Private Wealth, an estimated $194M sold.

Based on aggregated 13F filings for Q1 2026.