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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
SIAG
101
Safeguard Investment Advisory Group
California
$78.6M -$6.38M -158,356 -7%
VW
102
Vance Wealth
California
$76.1M +$2.14M +53,163 +3%
MSWM
103
Master's Wealth Management
Pennsylvania
$75.3M +$2.58M +64,003 +3%
ODA
104
One Degree Advisors
California
$73.6M +$3.87M +95,967 +5%
PCI
105
Planning Center Inc
Illinois
$73M -$1.76M -43,687 -2%
Cetera Investment Advisers
106
Cetera Investment Advisers
Illinois
$72.6M +$335K +8,305 +0.4%
MWM
107
Mattern Wealth Management
Kansas
$72M +$800K +19,860 +1%
JP Morgan Chase
108
JP Morgan Chase
New York
$72M +$6.58M +163,248 +9%
GWM
109
Grand Wealth Management
Michigan
$71.9M -$9.53M -236,505 -11%
CC
110
Capstone Capital
Nevada
$71.5M +$961K +23,859 +1%
FS
111
Financial Symmetry
North Carolina
$71.3M +$4.04M +100,284 +6%
HWM
112
HB Wealth Management
Georgia
$71.2M +$477K +11,846 +0.7%
SPWM
113
Straight Path Wealth Management
Michigan
$70.7M +$4.77M +118,421 +7%
BBNB
114
Baker Boyer National Bank
Washington
$70.3M +$927K +23,001 +1%
CWR
115
Chico Wealth RIA
California
$69.8M +$4.46M +110,792 +7%
BJL
116
Brighton Jones LLC
Washington
$68.7M -$4.82M -119,637 -6%
CCWA
117
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$66.8M -$3.25M -80,763 -4%
W
118
WorthPointe
California
$66.8M -$222K -5,516 -0.3%
SC
119
Shearwater Capital
Colorado
$66.2M +$468K +11,606 +0.7%
ALWM
120
Andrews Lucia Wealth Management
California
$66M -$6.04M -149,927 -8%
UBS Group
121
UBS Group
Switzerland
$65.2M +$12.1M +300,813 +22%
CA
122
Claris Advisors
Missouri
$64.2M +$159K +3,945 +0.2%
THL
123
Tillman Hartley LLC
Colorado
$63.5M -$357K -8,869 -0.5%
Fifth Third Bancorp
124
Fifth Third Bancorp
Ohio
$63.4M +$63.8M +1,584,747 +3,358%
CCMI
125
Creative Capital Management Investments
California
$63.1M +$1.59M +39,428 +2%

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.