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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
CWM
326
Cedar Wealth Management
California
$11.7M
MWM
327
McCartney Wealth Management
Missouri
$11.7M -$285K -7,067 -2%
MHS
328
M Holdings Securities
Oregon
$11.6M -$14.1K -351 -0.1%
TIM
329
Tortoise Investment Management
New York
$11.5M +$471K +11,679 +4%
GWWM
330
Great Waters Wealth Management
Minnesota
$11.4M -$253K -6,287 -2%
MFIM
331
Mesirow Financial Investment Management
Illinois
$11.1M +$5.7M +141,537 +99%
RLWM
332
RF&L Wealth Management
Massachusetts
$11M -$67.2K -1,668 -0.6%
GAM
333
Gemmer Asset Management
California
$11M +$195K +4,849 +2%
FWMP
334
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$10.7M -$453K -11,245 -4%
HA
335
Heffernan Advisory
Arizona
$10.7M +$817K +20,285 +8%
APFP
336
Action Point Financial Planning
Michigan
$10.6M +$11M +273,537 New
TFA
337
TandemGrowth Financial Advisors
Georgia
$10.6M -$1.3M -32,168 -11%
TWP
338
Triad Wealth Partners
Kansas
$10.5M +$1.15M +28,589 +12%
S
339
SignatureFD
Georgia
$10.4M +$8.43M +209,186 +359%
AW
340
Avion Wealth
Texas
$10.3M -$598K -14,839 -5%
PA
341
PFG Advisors
Arizona
$10.2M +$650K +16,133 +7%
APP
342
Avantax Planning Partners
Iowa
$10.2M -$1.61M -39,857 -13%
WW
343
Waterfront Wealth
Kansas
$10.1M -$1.46M -36,358 -12%
RWI
344
Red Wave Investments
Pennsylvania
$10.1M -$88.2K -2,190 -0.8%
BJB
345
Broadhurst Jeffrey B
$9.98M -$451K -11,190 -4%
AIA
346
AssuredPartners Investment Advisors
Florida
$9.89M -$685K -17,000 -6%
SWM
347
Sterling Wealth Management
Illinois
$9.76M -$3.26K -81 -0%
NA
348
Note Advisors
New York
$9.73M +$153K +3,803 +2%
Citigroup
349
Citigroup
New York
$9.67M +$2.86M +70,900 +40%
BC
350
BDFS Capital
Delaware
$9.67M +$509K +12,643 +5%

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.