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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
ATI
76
ARK & TLK Investments
Oklahoma
$96M +$7.35M +182,381 +8%
KAS
77
Kestra Advisory Services
Texas
$95.7M +$11.7M +290,524 +13%
PWIA
78
Porter White Investment Advisors
Alabama
$94.8M +$768K +19,060 +0.8%
PMIM
79
Prudent Man Investment Management
Colorado
$94.3M -$45.7K -1,134 -0%
MWP
80
Meridian Wealth Partners
Pennsylvania
$92.5M -$4.29M -106,396 -4%
TWA
81
TCI Wealth Advisors
Arizona
$91.8M +$4.15M +102,895 +5%
DWS
82
Discipline Wealth Solutions
South Carolina
$90.7M +$29.5M +733,307 +46%
LI
83
LRI Investments
Florida
$89.8M -$925K -22,952 -1%
HNWA
84
Henrickson Nauta Wealth Advisors
Michigan
$89.3M -$83.2M -2,066,078 -47%
NA
85
NewEdge Advisors
Louisiana
$89.1M -$7.71M -191,430 -8%
RWM
86
Ruedi Wealth Management
Illinois
$89M -$1.74M -43,072 -2%
AssetMark Inc
87
AssetMark Inc
California
$89M +$28.8K +714 +0%
HIG
88
Heritage Investment Group
Florida
$88.4M -$1.36M -33,751 -1%
Osaic Holdings
89
Osaic Holdings
Arizona
$88.3M -$54.2M -1,345,434 -37%
SWA
90
ShankerValleau Wealth Advisors
Illinois
$87.9M +$1.46M +36,289 +2%
PWM
91
Parkshore Wealth Management
California
$87.6M +$12.1M +301,502 +15%
SM
92
Sensible Money
Arizona
$85.9M +$7.25M +179,968 +9%
VP
93
Verisail Partners
Georgia
$85.1M +$785K +19,476 +0.9%
KAM
94
KEB Asset Management
Illinois
$85.1M +$2.73M +67,761 +3%
SHFA
95
SC&H Financial Advisors
Maryland
$84.9M +$437K +10,850 +0.5%
AQR Capital Management
96
AQR Capital Management
Connecticut
$84.6M +$26.9M +668,236 +44%
WCM
97
Warburton Capital Management
Oklahoma
$82.5M -$80.2K -1,990 -0.1%
MPW
98
MASECO Private Wealth
$82.1M +$16M +398,067 +23%
SWA
99
Sax Wealth Advisors
New Jersey
$80.9M -$495K -12,285 -0.6%
MGWA
100
Monument Group Wealth Advisors
Massachusetts
$78.7M +$2.35M +58,271 +3%

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.