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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
FA
201
Financial Alternatives
California
$32.4M +$7.75M +192,458 +30%
CAPTRUST Financial Advisors
202
CAPTRUST Financial Advisors
North Carolina
$32.3M -$370K -9,196 -1%
PAM
203
Pacific Asset Management
Washington
$32.1M +$2.38M +58,967 +8%
JWM
204
JP Wealth Management
South Carolina
$31.4M -$11.3K -281 -0%
LWM
205
Liberty Wealth Management
California
$31.4M +$100K +2,487 +0.3%
UB
206
UMB Bank
Missouri
$31.3M -$68.5K -1,700 -0.2%
OPF
207
Old Peak Finance
North Carolina
$31.2M +$987K +24,493 +3%
MG
208
MilWealth Group
Wisconsin
$31.1M +$31.7K +787 +0.1%
PCM
209
Peirce Capital Management
Texas
$31.1M -$236K -5,870 -0.7%
FFG
210
Fiduciary Financial Group
California
$31M +$1.95M +48,290 +6%
BFS
211
Beacon Financial Strategies
North Carolina
$30.7M
MW
212
Marrick Wealth
California
$30.5M -$254K -6,314 -0.8%
HSG
213
Helen Stephens Group
Texas
$30.4M +$2.97M +73,605 +10%
EA
214
Efficient Advisors
Ohio
$30.4M -$21.9M -543,906 -41%
BGWM
215
Bridge Generations Wealth Management
Florida
$30.2M +$757K +18,796 +2%
SF
216
SageOak Financial
Oklahoma
$30M +$714K +17,713 +2%
OFI
217
Outbound Financial Inc
Colorado
$29.5M +$2.4M +59,666 +9%
CFGA
218
Cambridge Financial Group (Arizona)
Arizona
$29.4M +$3.17M +78,670 +12%
WUW
219
Wheels Up Wealth
California
$29.4M +$236K +5,849 +0.8%
LFA
220
LifeGuide Financial Advisors
Pennsylvania
$29.4M +$3.44M +85,398 +13%
DAS
221
Dynamic Advisor Solutions
Arizona
$29.1M +$608K +15,101 +2%
AFA
222
AA Financial Advisors
Ohio
$28.8M +$29.8M +740,205 New
SFP
223
SwitchPoint Financial Planning
Utah
$28.7M +$1.01M +25,119 +4%
NDWM
224
New Dimensions Wealth Management
Texas
$28.4M +$71.3K +1,771 +0.2%
ACA
225
American Capital Advisory
Idaho
$28.2M +$849K +21,061 +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.