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Dimensional US Core Equity 2 ETF
DFAC

Overview Fund Activity

1,006 hedge funds and large institutions have $28B invested in Dimensional US Core Equity 2 ETF in 2025 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 417 increasing their positions, 305 reducing their positions, and 35 closing their positions.

Holders
1,006
Holders Change
+20
Holders Change %
+2.03%
% of All Funds
13.51%
Holding in Top 10
254
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-1.55%
% of All Funds
3.41%
New
81
Increased
417
Reduced
305
Closed
35
Calls
$1.31M
Puts
$254K
Net Calls
+$1.06M
Net Calls Change
-$459K

Top Buyers

1
VAS
1
Vestmark Advisory Solutions
Massachusetts
$316M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$2.03B
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.97B
4
AC
4
AWM Capital
Arizona
$146M
5
MPW
5
MASECO Private Wealth
$42.5M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$36.5M
2
HFA
2
Hippocratic Financial Advisors
California
$10.1M
3
HFS
3
Heritage Financial Services
Massachusetts
$167M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$313M
5
FPAS
5
Focus Partners Advisor Solutions
Missouri
$558M
Name Market Value Shares Shares
Change 		Shares
Change %
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$2.03B 56,562,304 +2,785,992 +5%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.97B 54,829,103 +2,622,796 +5%
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$1.47B 40,969,925 +653,375 +2%
FFM
4
Forum Financial Management
Illinois
$1.39B 38,896,661 +1,100,537 +3%
LPL Financial
5
LPL Financial
California
$625M 17,435,874 +76,098 +0.4%
FPAS
6
Focus Partners Advisor Solutions
Missouri
$558M 15,559,478 -814,395 -5%
AC
7
Apella Capital
Connecticut
$463M 12,781,699 +969,442 +8%
PL
8
Plancorp LLC
Missouri
$385M 10,742,511 +173,627 +2%
RWM
9
Rockwood Wealth Management
Pennsylvania
$382M 10,662,349 +497,242 +5%
SIC
10
SJS Investment Consulting
Ohio
$320M 8,924,449 -294,169 -3%
VAS
11
Vestmark Advisory Solutions
Massachusetts
$316M 8,809,842 +4,593,492 +109%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$313M 8,735,571 -920,602 -10%
GWA
13
Geometric Wealth Advisors
District of Columbia
$288M 8,036,958 +272,734 +4%
WANY
14
Wealthspire Advisors (New York)
New York
$282M 7,865,701 -453,305 -5%
SC
15
Savant Capital
Illinois
$265M 7,383,914 -310,697 -4%
MWA
16
Monograph Wealth Advisors
California
$229M 6,394,643 -350,364 -5%
HighTower Advisors
17
HighTower Advisors
Illinois
$217M 6,043,740 +129,585 +2%
AF
18
Allworth Financial
California
$199M 5,538,651 +968,562 +21%
CFA
19
Capstone Financial Advisors
Illinois
$192M 5,357,309 -210,295 -4%
MWM
20
Modera Wealth Management
New Jersey
$182M 5,074,660 -49,864 -1%
JTWM
21
Jackson Thornton Wealth Management
Alabama
$179M 4,942,183 -22,864 -0.5%
WA
22
Wealthstream Advisors
New York
$178M 4,964,241 +71,860 +1%
Bank of America
23
Bank of America
North Carolina
$173M 4,833,081 +321,073 +7%
GM
24
GeoWealth Management
Illinois
$173M 4,813,209 -459,321 -9%
Corient Private Wealth
25
Corient Private Wealth
Florida
$172M 4,796,300 -406,862 -8%
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