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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
IWS
1051
Intentional Wealth Strategies
Colorado
$237K +$246K +6,110 New
SWM
1052
SpringVest Wealth Management
Texas
$236K
RIM
1053
Ryan Investment Management
Colorado
$234K
BIM
1054
Bridges Investment Management
Nebraska
$233K
PA
1055
Powerhouse Assets
Massachusetts
$233K -$1.53K -38 -0.6%
AUB
1056
Atlantic Union Bankshares
Virginia
$230K +$604 +15 +0.3%
BC
1057
Burney Company
Virginia
$229K +$237K +5,885 New
HA
1058
Herold Advisors
New York
$227K +$236K +5,853 New
HBT
1059
Hills Bank & Trust
Iowa
$227K -$53.8K -1,335 -19%
PBF
1060
Petix & Botte Financial
California
$223K -$116K -2,874 -50%
PCM
1061
Permanent Capital Management
Illinois
$223K
RCP
1062
Roan Capital Partners
Tennessee
$222K +$231K +5,724 New
KFAA
1063
Klaas Financial Asset Advisors
Illinois
$222K
RWM
1064
Ritholtz Wealth Management
New York
$221K -$1.97K -49 -0.9%
SSWM
1065
Sheets Smith Wealth Management
North Carolina
$220K +$564 +14 +0.2%
WJA
1066
Willis Johnson & Associates
Texas
$219K
HI
1067
Harper Investing
California
$218K +$564 +14 +0.2%
OA
1068
Operose Advisors
Wisconsin
$217K +$564 +14 +0.3%
TIM
1069
Thompson Investment Management
Wisconsin
$216K
TC
1070
Trilogy Capital
California
$214K
LIM
1071
Lathrop Investment Management
Arkansas
$214K
FPW
1072
Flagship Private Wealth
Massachusetts
$214K
CRC
1073
Catawba River Capital
South Carolina
$213K +$4.67K +116 +2%
SF
1074
Slagle Financial
Illinois
$213K +$524 +13 +0.2%
BWA
1075
BlueChip Wealth Advisors
Georgia
$212K

DFAC Hedge Fund Activity: Q1 2026 in Review

1,168 of the 8,127 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.