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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
BWMG
151
Bannerman Wealth Management Group
Texas
$47M +$3.43M +85,075 +8%
VF
152
Vestment Financial
Minnesota
$46.7M +$2.86M +70,874 +7%
VAG
153
Vannoy Advisory Group
Texas
$45.8M +$9.35K +232 +0%
C1AG
154
Client 1st Advisory Group
Florida
$45.7M +$50.9K +1,263 +0.1%
BAM
155
Bayshore Asset Management
Florida
$45.4M -$163K -4,040 -0.3%
RK
156
Rather & Kittrell
Tennessee
$44.3M -$718K -17,832 -2%
FWM
157
FMB Wealth Management
California
$44.2M +$169K +4,183 +0.4%
SIMC
158
Squire Investment Management Company
Utah
$43.7M +$3.02M +75,004 +7%
MFG
159
Merit Financial Group
Georgia
$43.7M +$24M +596,349 +113%
AHL
160
Abel Hall LLC
Louisiana
$43.1M +$2.05M +50,792 +5%
EH
161
Equitable Holdings
New York
$43.1M -$278K -6,910 -0.6%
CFA
162
Cahill Financial Advisors
Minnesota
$42.9M +$2.86M +71,015 +7%
UBS AM
163
UBS AM
Illinois
$42.8M +$44.3M +1,100,207 New
NRWA
164
North Ridge Wealth Advisors
Oregon
$42.5M -$1.2M -29,724 -3%
MWM
165
Momentous Wealth Management
Washington
$42.3M +$1.73M +43,004 +4%
CWM
166
Cherrydale Wealth Management
New Jersey
$42M -$2.02M -50,098 -4%
JWM
167
Johnson Wealth Management
North Dakota
$41.8M +$2.22M +55,219 +5%
RLIM
168
Red Lighthouse Investment Management
New York
$41M -$599K -14,875 -1%
CWM
169
Capstone Wealth Management
Montana
$40.9M +$242K +6,004 +0.6%
Cambridge Investment Research Advisors
170
Cambridge Investment Research Advisors
Iowa
$40.8M +$1.46M +36,297 +4%
CPCM
171
Cardinal Point Capital Management
Ontario, Canada
$39.9M +$2.34M +58,118 +6%
MWA
172
Mills Wealth Advisors
Texas
$39.9M +$2.23M +55,446 +6%
QCM
173
Quantinno Capital Management
New York
$39.1M +$9.07M +225,061 +29%
VPF
174
Vantage Point Financial
Illinois
$39M +$707K +17,548 +2%
LRIA
175
Leonard Rickey Investment Advisors
Washington
$38.9M +$2.83M +70,131 +8%

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.