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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
SFS
401
Sowell Financial Services
Arkansas
$6.11M +$13.2K +328 +0.2%
FFG
402
First Financial Group
North Carolina
$6.09M +$89.8K +2,228 +1%
NB
403
Nicolet Bankshares
Wisconsin
$6.08M +$3.39M +84,209 +117%
BTWM
404
Baker Tilly Wealth Management
Wisconsin
$6.02M -$290K -7,189 -4%
PFS
405
Prospera Financial Services
Texas
$5.91M +$1.27M +31,642 +26%
KFGG
406
Keystone Financial Group (Georgia)
Georgia
$5.88M -$324K -8,040 -5%
IC
407
IEQ Capital
California
$5.86M +$1.03M +25,675 +21%
IWS
408
Integrity Wealth Solutions
Colorado
$5.85M +$3.02K +75 +0%
AWM
409
Aprio Wealth Management
Georgia
$5.85M +$445K +11,041 +8%
EAN
410
Excelsior Advisor Network
Colorado
$5.83M +$157K +3,893 +3%
LAM
411
L2 Asset Management
Massachusetts
$5.82M +$3.04M +75,545 +102%
AWP
412
Abacus Wealth Partners
California
$5.81M -$33.3K -826 -0.5%
GAM
413
GEM Asset Management
Michigan
$5.75M +$16.7K +414 +0.3%
GLR
414
Great Lakes Retirement
Ohio
$5.68M -$6.41M -159,037 -52%
WWM
415
Western Wealth Management
Colorado
$5.6M -$73.8K -1,832 -1%
MCM
416
MAI Capital Management
Ohio
$5.58M +$242 +6 +0%
KRW
417
Kaufman Rossin Wealth
Florida
$5.53M -$1.07M -26,579 -16%
AWM
418
Apollon Wealth Management
South Carolina
$5.5M +$8.46K +210 +0.1%
AWS
419
Alliance Wealth Strategies
Virginia
$5.49M
AWM
420
Ariadne Wealth Management
California
$5.49M +$248K +6,162 +5%
KF
421
Krilogy Financial
Missouri
$5.47M -$1.21K -30 -0%
Northern Trust
422
Northern Trust
Illinois
$5.44M -$82.5K -2,047 -1%
PWA
423
Physician Wealth Advisors
Utah
$5.39M -$35.1K -872 -0.6%
WRPWM
424
Werba Rubin Papier Wealth Management
California
$5.39M +$143K +3,543 +3%
OP
425
Oath Planning
Oklahoma
$5.37M -$132K -3,285 -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.