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Dimensional US Core Equity 2 ETF
DFAC

Overview Fund Activity

1,011 hedge funds and large institutions have $28.1B invested in Dimensional US Core Equity 2 ETF in 2025 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 419 increasing their positions, 307 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,011
Holders Change
+25
Holders Change %
+2.54%
% of All Funds
13.57%
Holding in Top 10
255
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-1.16%
% of All Funds
3.42%
New
82
Increased
419
Reduced
307
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
FFM
5
Forum Financial Management
Illinois
$1.39B

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 Holding Trade Value Shares
Change 		Shares
Change %
IAG
226
Investment Advisory Group
Massachusetts
$20.8M +$444K +12,379 +2%
Carson Wealth (CWM LLC)
227
Carson Wealth (CWM LLC)
Nebraska
$20.8M -$812K -22,662 -4%
LFGO
228
Legacy Financial Group (Oklahoma)
Oklahoma
$20.6M -$206K -5,746 -1%
HKIMG
229
Hutchens & Kramer Investment Management Group
Indiana
$20.3M -$405K -11,250 -2%
RS
230
Retirement Solution
Washington
$20.2M +$2.33M +65,009 +13%
SC
231
Scratch Capital
Idaho
$19.7M +$4.22M +117,636 +27%
APP
232
Avantax Planning Partners
Iowa
$19.7M -$703K -19,620 -3%
CIAS
233
CFS Investment Advisory Services
New Jersey
$19.5M +$290K +8,096 +2%
TW
234
Trajan Wealth
Arizona
$19.1M -$3.41M -95,053 -15%
MFG
235
Merit Financial Group
Georgia
$18.7M -$360K -10,049 -2%
PFG
236
Pinnacle Financial Group
Illinois
$18.6M +$168K +4,686 +0.9%
SRCM
237
Signature Resources Capital Management
California
$18.5M +$262K +7,302 +1%
MWM
238
Mission Wealth Management
California
$18.1M -$867K -24,182 -5%
JWM
239
JDH Wealth Management
California
$17.8M -$1.46M -40,838 -8%
CAM
240
Cresset Asset Management
Illinois
$17.7M +$743K +20,721 +4%
BI
241
Binnacle Investments
Iowa
$17.6M +$969K +27,048 +6%
DWM
242
Daner Wealth Management
Georgia
$17.4M +$17.4M +467,831 New
Rockefeller Capital Management
243
Rockefeller Capital Management
New York
$17.4M -$138K -3,858 -0.8%
KAM
244
Kraft Asset Management
Tennessee
$17.3M -$843K -23,534 -5%
RWM
245
Riverchase Wealth Management
Texas
$17.3M +$186K +5,178 +1%
SC
246
Schubert & Co
Texas
$16.8M +$1.68M +46,815 +11%
CFO
247
CVA Family Office
Colorado
$16.7M +$482K +13,457 +3%
TI
248
tru Independence
Oregon
$16.5M +$320K +8,918 +2%
XPN
249
XY Planning Network
Montana
$16.4M +$2.25M +62,822 +16%
PWM
250
Parkworth Wealth Management
California
$16.3M +$262K +7,301 +2%
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