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Dimensional US Core Equity 2 ETF

1,211 hedge funds and large institutions have $38.3B invested in Dimensional US Core Equity 2 ETF in 2026 Q2 according to their latest regulatory filings, with 88 funds opening new positions, 492 increasing their positions, 362 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 28

36% more repeat investments, than reductions

Existing positions increased: 492 | Existing positions reduced: 362

17% more capital invested

Capital invested by funds: $32.7B → $38.3B (+$5.56B)

4% more funds holding in top 10

Funds holding in top 10: 285296 (+11)

3% more funds holding

Funds holding: 1,1761,211 (+35)

0.17% more ownership

Funds ownership: 80.84%81.02% (+0.17%)

Holders
1,211
Holders Change
+35
Holders Change %
+2.98%
% of All Funds
14.65%
Holding in Top 10
296
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+3.86%
% of All Funds
3.58%
New
88
Increased
492
Reduced
362
Closed
28
Calls
$1.1M
Puts
Net Calls
+$1.1M
Net Calls Change
-$193K
Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$3.25B +$125M +2,926,765 +4%
FFM
2
Forum Financial Management
Illinois
$1.89B +$11.4M +265,898 +0.6%
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$1.87B -$19.5M -455,293 -1%
LPL Financial
4
LPL Financial
California
$822M +$43.9M +1,026,138 +6%
FPAS
5
Focus Partners Advisor Solutions
Missouri
$781M -$10.2M -238,985 -1%
AC
6
Apella Capital
Connecticut
$713M +$16.5M +386,133 +2%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$613M +$23.6M +552,680 +4%
SC
8
Savant Capital
Illinois
$604M +$52.1M +1,217,195 +10%
GA
9
Greenspring Advisors
Maryland
$561M -$31M -725,421 -5%
RWM
10
Rockwood Wealth Management
Pennsylvania
$547M +$11.2M +261,034 +2%
SIC
11
SJS Investment Consulting
Ohio
$416M +$6.25M +146,060 +2%
GWA
12
Geometric Wealth Advisors
District of Columbia
$402M +$15.3M +357,663 +4%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$371M +$1.34M +31,296 +0.4%
PL
14
Plancorp LLC
Missouri
$350M -$105M -2,449,200 -24%
WANY
15
Wealthspire Advisors (New York)
New York
$335M +$1.87M +43,777 +0.6%
MWA
16
Monograph Wealth Advisors
California
$313M +$9.72M +227,269 +3%
SP
17
Symmetry Partners
Connecticut
$298M +$515K +12,043 +0.2%
AF
18
Allworth Financial
California
$287M -$53.3M -1,245,114 -16%
Bank of America
19
Bank of America
North Carolina
$264M +$3.32M +77,683 +1%
BPA
20
Beacon Pointe Advisors
California
$261M -$643K -15,019 -0.3%
TWP
21
TFO Wealth Partners
Ohio
$253M +$44.8M +1,046,721 +22%
AssetMark Inc
22
AssetMark Inc
California
$250M +$143M +3,343,917 +146%
CFA
23
Capstone Financial Advisors
Illinois
$246M -$128K -2,999 -0.1%
IWC
24
Integrated Wealth Concepts
Massachusetts
$246M +$102M +2,394,353 +76%
Raymond James Financial
25
Raymond James Financial
Florida
$239M +$33M +770,349 +17%

DFAC Hedge Fund Activity: Q2 2026 in Review

1,211 of the 8,266 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Core Equity 2 ETF (DFAC) for Q2 2026, worth a combined $38.3B — up 17% from $32.7B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new DFAC positions and 28 closed out — a net gain of 60 holders — while 492 added to existing stakes and 362 trimmed.

The largest buyer was AssetMark Inc, adding an estimated $143M. The largest seller was Plancorp LLC, cutting an estimated $105M.

  • 1,211 institutional investors held Dimensional US Core Equity 2 ETF (DFAC) as of Q2 2026, up from 1,176 in Q1 2026.
  • Funds reported $38.3B of Dimensional US Core Equity 2 ETF stock for Q2 2026, up 17% quarter-over-quarter.
  • 88 funds opened new Dimensional US Core Equity 2 ETF positions in Q2 2026 and 28 closed out, a net change of +60 holders.
  • The largest Dimensional US Core Equity 2 ETF buyer in Q2 2026 was AssetMark Inc, an estimated $143M added.
  • The largest Dimensional US Core Equity 2 ETF seller in Q2 2026 was Plancorp LLC, an estimated $105M sold.

Based on aggregated 13F filings for Q2 2026.