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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
MA
451
Mutual Advisors
Nebraska
$4.46M -$32.8K -815 -0.7%
PTC
452
Private Trust Company
Ohio
$4.44M -$18.4K -456 -0.4%
CW
453
Curio Wealth
Maryland
$4.39M -$60.6K -1,503 -1%
NP
454
NorthRock Partners
Minnesota
$4.36M
HAG
455
HighPoint Advisor Group
Illinois
$4.34M +$11.7K +290 +0.3%
BI
456
BluePrint Investing
California
$4.34M
SWA
457
Stratos Wealth Advisors
Ohio
$4.28M +$125K +3,110 +3%
AFA
458
Amicus Financial Advisors
Texas
$4.24M +$1.9M +47,161 +76%
CCA
459
Clarity Capital Advisors
Florida
$4.23M +$4.27K +106 +0.1%
BW
460
Balance Wealth
Ohio
$4.22M -$52.9K -1,314 -1%
EMC
461
Everest Management Corp
California
$4.2M
AWMM
462
Aegis Wealth Management (Maryland)
Maryland
$4.11M +$52.9K +1,314 +1%
TCIIS
463
TIAA-CREF Individual & Institutional Services
New York
$4.08M +$4.23M +104,962 New
RA
464
RFG Advisory
Alabama
$4.07M -$943K -23,408 -18%
TCWM
465
Total Clarity Wealth Management
Illinois
$4.07M +$101K +2,495 +2%
ACM
466
Advisors Capital Management
New Jersey
$4.05M -$40.3K -1,000 -1%
BAM
467
Belleair Asset Management
Florida
$4.03M -$9.35K -232 -0.2%
AC
468
AlphaCore Capital
California
$4.03M -$321K -7,978 -7%
PP
469
PDS Planning
Ohio
$3.94M +$1.77M +44,003 +77%
SWGC
470
Summit Wealth Group (Colorado)
Colorado
$3.92M +$342K +8,500 +9%
RPGK
471
Retirement Planning Group (Kansas)
Kansas
$3.91M -$65.3K -1,622 -2%
IW
472
Integrated Wealthcare
North Carolina
$3.91M -$806 -20 -0%
MWM
473
Meridian Wealth Management
Kentucky
$3.9M -$101K -2,503 -2%
Qube Research & Technologies (QRT)
474
Qube Research & Technologies (QRT)
United Kingdom
$3.88M -$3.15M -78,248 -44%
SF
475
Summit Financial
New Jersey
$3.84M +$3.22M +79,946 +421%

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.