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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
RSWM
226
Robertson Stephens Wealth Management
California
$28M -$118K -2,920 -0.4%
SC
227
Scratch Capital
Idaho
$28M +$2.96M +73,522 +11%
PFM
228
Phillips Financial Management
Indiana
$28M -$846K -20,998 -3%
MWM
229
Mission Wealth Management
California
$27.9M +$1.16M +28,915 +4%
MG
230
Mather Group
Illinois
$27.9M -$336K -8,331 -1%
EWM
231
Empirical Wealth Management
Washington
$27.6M -$178K -4,428 -0.6%
GWL
232
Generations Wealth LLC
Ohio
$27.4M +$1.16M +28,723 +4%
AF
233
Advisornet Financial
Minnesota
$27.3M +$590K +14,649 +2%
CIAS
234
CFS Investment Advisory Services
New Jersey
$27.3M +$2.36M +58,616 +10%
WC
235
Wolfstich Capital
Massachusetts
$27.2M -$1.1M -27,380 -4%
KMWM
236
Keudell/Morrison Wealth Management
Oregon
$27.1M +$9.92M +246,152 +54%
LAMC
237
Longview Asset Management (California)
California
$27.1M +$405K +10,049 +1%
AFG
238
ABLE Financial Group
Arizona
$27M -$361K -8,958 -1%
AFO
239
Aurelius Family Office
New Hampshire
$26.8M -$736K -18,263 -3%
EWA
240
EverSource Wealth Advisors
Alabama
$26.8M -$20.9K -518 -0.1%
RS
241
Retirement Solution
Washington
$26.7M +$2.59M +64,196 +10%
RFP
242
RCS Financial Planning
Maryland
$26.5M -$943K -23,413 -3%
FH
243
Financial Harvest
Florida
$26.5M +$1.56M +38,699 +6%
PWP
244
Parkwoods Wealth Partners
New York
$25.5M +$4.28M +106,195 +19%
RCAG
245
Rehmann Capital Advisory Group
Michigan
$24.8M -$108K -2,675 -0.4%
GWM
246
Geneos Wealth Management
Colorado
$24.7M +$2.22M +55,152 +10%
Northwestern Mutual Wealth Management
247
Northwestern Mutual Wealth Management
Wisconsin
$24.6M +$1.95M +48,456 +8%
WMS
248
Wealth Management Strategies
Pennsylvania
$24.5M +$723K +17,958 +3%
IAG
249
Investment Advisory Group
Massachusetts
$23.5M +$244K +6,056 +1%
DWM
250
Daner Wealth Management
Georgia
$23.4M +$3.37M +83,707 +18%

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.