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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
VBA
51
von Borstel & Associates
Oregon
$137M +$3.67M +91,210 +3%
Betterment LLC
52
Betterment LLC
New York
$133M +$6.27M +155,719 +5%
CCA
53
Catalyst Capital Advisors
New York
$129M +$15.5M +384,633 +13%
MRC
54
Millburn Ridgefield Corp
New York
$129M +$15.5M +384,633 +13%
ZF
55
Zhang Financial
Michigan
$127M -$2.35M -58,206 -2%
SSC
56
Syverson Strege & Co
Iowa
$124M -$1.79M -44,415 -1%
IWC
57
Integrated Wealth Concepts
Massachusetts
$122M +$23.5M +583,392 +23%
Financial Engines Advisors
58
Financial Engines Advisors
California
$121M +$1.69M +41,919 +1%
CSIA
59
Conrad Siegel Investment Advisors
Pennsylvania
$120M +$2.06M +51,223 +2%
BWA
60
BCU Wealth Advisors
Illinois
$119M +$6.16M +152,857 +5%
CWM
61
Core Wealth Management
Florida
$119M +$1.04M +25,856 +0.9%
Royal Bank of Canada
62
Royal Bank of Canada
Ontario, Canada
$117M -$3.69M -91,588 -3%
IAS
63
Integrity Advisory Solutions
Texas
$117M +$11.8M +292,808 +11%
Wealth Enhancement Advisory Services
64
Wealth Enhancement Advisory Services
Minnesota
$117M -$54.9M -1,362,805 -31%
AFG
65
Altiora Financial Group
Ohio
$112M -$459K -11,398 -0.4%
PCA
66
Prosperity Capital Advisors
Ohio
$111M +$1.3M +32,330 +1%
PAG
67
Private Advisor Group
New Jersey
$111M +$4.12M +102,190 +4%
B
68
BetterWealth
California
$110M +$1.19M +29,424 +1%
Creative Planning
69
Creative Planning
Kansas
$107M +$13.8M +343,039 +14%
RIP
70
RAM Investment Partners
Washington
$106M +$326K +8,080 +0.3%
HIA
71
HFM Investment Advisors
New Jersey
$102M +$1.53M +37,892 +1%
WIM
72
Warwick Investment Management
Texas
$101M -$286K -7,087 -0.3%
EC
73
Eaton-Cambridge
Arizona
$101M +$1.66M +41,299 +2%
NCM
74
New Capital Management
Texas
$99.4M -$4.16M -103,274 -4%
IA
75
Integrity Alliance
Iowa
$96.9M +$3.6M +89,325 +4%

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.