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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
NEWAS
251
N.E.W. Advisory Services
Wisconsin
$23.3M -$273K -6,777 -1%
OCA
252
Optimus Capital Advisors
Texas
$23M +$975K +24,194 +4%
SRCM
253
Signature Resources Capital Management
California
$22.7M +$1.41M +35,115 +6%
Morgan Stanley
254
Morgan Stanley
New York
$22.3M +$2.73M +67,760 +13%
IFA
255
Index Fund Advisors
California
$22M +$13.5M +334,782 +144%
SC
256
Schubert & Co
Texas
$22M +$1.6M +39,810 +8%
AWA
257
Acorn Wealth Advisors
Michigan
$21.7M +$4.45M +110,355 +25%
PFG
258
Pinnacle Financial Group
Illinois
$21.5M +$401K +9,945 +2%
LFGO
259
Legacy Financial Group (Oklahoma)
Oklahoma
$21.4M -$216K -5,356 -1%
CSW
260
Cogent Strategic Wealth
Illinois
$21.4M +$633K +15,712 +3%
HKIMG
261
Hutchens & Kramer Investment Management Group
Indiana
$21.2M +$131K +3,249 +0.6%
3FI
262
3 Factor Indexing
California
$20.8M +$21.6M +536,347 New
VWA
263
Visionary Wealth Advisors
Illinois
$20.7M +$95.4K +2,369 +0.4%
TI
264
tru Independence
Oregon
$20.5M +$807K +20,029 +4%
VWA
265
Vistica Wealth Advisors
California
$20.3M -$514K -12,746 -2%
ARA
266
Approach Retirement Advisors
Alabama
$20M +$347K +8,622 +2%
VPWA
267
Vestia Personal Wealth Advisors
Indiana
$19.7M +$6.04M +150,035 +33%
KCA
268
Kilner Capital Advisors
Maryland
$19.6M -$1.12M -27,760 -5%
TW
269
Trajan Wealth
Arizona
$19.5M +$119K +2,966 +0.6%
HIGP
270
Hill Investment Group Partners
Missouri
$19.3M -$818K -20,307 -4%
Stifel Financial
271
Stifel Financial
Missouri
$19.2M +$293K +7,271 +1%
JWM
272
JDH Wealth Management
California
$18.8M -$472K -11,715 -2%
KCWM
273
Kane Co Wealth Management
Iowa
$18.6M -$164K -4,068 -0.8%
PA
274
PW Advisors
Florida
$18.4M +$1.39M +34,398 +8%
DWM
275
Diversify Wealth Management
Utah
$18.3M +$3.1M +76,873 +21%

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.