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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
AC
26
AWM Capital
Arizona
$189M +$3.94M +97,842 +2%
MWM
27
Modera Wealth Management
New Jersey
$188M -$672K -16,672 -0.3%
TWP
28
TFO Wealth Partners
Ohio
$181M +$16.4M +407,978 +10%
Raymond James Financial
29
Raymond James Financial
Florida
$179M +$2.22M +55,020 +1%
Cerity Partners
30
Cerity Partners
New York
$173M +$18.8M +466,400 +12%
ADL
31
Asset Dedication LLC
California
$173M +$4.32M +107,225 +2%
Baird Financial Group
32
Baird Financial Group
Wisconsin
$172M -$9.14M -226,966 -5%
Corient Private Wealth
33
Corient Private Wealth
Florida
$163M -$194M -4,824,164 -53%
PFA
34
Pure Financial Advisors
California
$163M -$2.57M -63,861 -2%
SIM
35
Stratos Investment Management
Ohio
$163M +$4.74M +117,762 +3%
Mariner
36
Mariner
Kansas
$160M +$14.2M +353,224 +9%
JWA
37
JFS Wealth Advisors
Pennsylvania
$157M +$12.9M +320,259 +9%
AAM
38
Austin Asset Management
Texas
$157M +$388K +9,629 +0.2%
OIA
39
OneDigital Investment Advisors
Kansas
$157M +$3.76M +93,371 +2%
EAM
40
Evanson Asset Management
California
$155M -$422K -10,472 -0.3%
PAS
41
Park Avenue Securities
New York
$150M +$11.1M +275,434 +8%
CPA
42
Cardiff Park Advisors
California
$149M -$5.22M -129,461 -3%
RIM
43
Rockbridge Investment Management
New York
$148M +$11.5M +285,292 +8%
DF
44
DecisionPoint Financial
Arizona
$147M +$1.84M +45,668 +1%
MSWM
45
McGlone Suttner Wealth Management
Wisconsin
$147M +$1.57M +38,957 +1%
UWM
46
United Wealth Management
Virginia
$146M +$6.16M +152,796 +4%
BEW
47
Burton Enright Welch
California
$145M +$2.65M +65,731 +2%
TFP
48
Triune Financial Partners
Kansas
$143M +$2.2M +54,526 +2%
OFA
49
Onyx Financial Advisors
Idaho
$143M +$1.98M +49,063 +1%
FPI
50
Financial Plan Inc
Washington
$137M +$8.04M +199,681 +6%

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.