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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
TWA
176
Trellis Wealth Advisors
California
$38.2M +$1.09M +26,950 +3%
VFP
177
Vested Financial Planning
California
$38.1M -$59.4K -1,474 -0.2%
CPIG
178
Chicago Partners Investment Group
Illinois
$37.8M +$1.38M +34,144 +4%
PF
179
Parker Financial
Washington
$37.5M +$994K +24,683 +3%
SAI
180
Savvy Advisors Inc
New York
$37.2M +$11.6M +288,074 +43%
WAP
181
Wealthcare Advisory Partners
Pennsylvania
$37.2M -$23.9M -592,049 -38%
XPN
182
XY Planning Network
Montana
$37.2M +$1.31M +32,455 +4%
AWMNY
183
Arcadia Wealth Management (New York)
New York
$37M +$495K +12,280 +1%
RIAS
184
Rachor Investment Advisory Services
Michigan
$36.8M +$552K +13,693 +1%
PWMG
185
Private Wealth Management Group
New Jersey
$36.3M -$56K -1,389 -0.1%
VCM
186
Versant Capital Management
Arizona
$35.8M +$3.04M +75,563 +9%
LFS
187
Lutz Financial Services
Nebraska
$35.7M +$913K +22,665 +3%
DPW
188
DiNuzzo Private Wealth
Pennsylvania
$35.6M +$377K +9,368 +1%
QHA
189
Quarry Hill Advisors
Minnesota
$35.4M +$1.84M +45,756 +6%
WG
190
Watchman Group
Texas
$35.2M -$970K -24,084 -3%
DWM
191
Dopkins Wealth Management
New York
$34.5M -$2.33M -57,816 -6%
CCM
192
Cloud Capital Management
Washington
$34.4M +$6.01M +149,084 +20%
HIA
193
HTG Investment Advisors
Connecticut
$34.3M +$1.17M +29,131 +3%
MML Investors Services
194
MML Investors Services
Massachusetts
$34M -$4.15M -103,108 -11%
CFG
195
CSP Financial Group
Arizona
$34M +$35.2M +874,504 New
BWM
196
BCO Wealth Management
New Mexico
$33.6M +$385K +9,562 +1%
TWM
197
TRB Wealth Management
Texas
$33.2M +$34.4M +854,642 New
BDWCC
198
B&D White Capital Company
Texas
$32.9M -$1.1M -27,219 -3%
BWA
199
Babb Wealth Advisors
Arizona
$32.9M +$1.28M +31,779 +4%
Truist Financial
200
Truist Financial
North Carolina
$32.4M +$259K +6,424 +0.8%

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.