DFAC icon

Dimensional US Core Equity 2 ETF
DFAC

Overview Fund Activity

794 hedge funds and large institutions have $21.2B invested in Dimensional US Core Equity 2 ETF in 2024 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 347 increasing their positions, 207 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
794
Holders Change
+34
Holders Change %
+4.47%
% of All Funds
11.51%
Holding in Top 10
201
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+1.52%
% of All Funds
2.91%
New
70
Increased
347
Reduced
207
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FPAS
Focus Partners Advisor Solutions
Missouri
$404M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
$1.44B
3
GM
GeoWealth Management
Illinois
$91.2M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.66B
5
SIM
Stratos Investment Management
Ohio
$47.2M

Top Sellers

1
MHS
M Holdings Securities
Oregon
$573K
2
PCA
Prosperity Capital Advisors
Ohio
$82M
3
MSWM
McGlone Suttner Wealth Management
Wisconsin
$111M
4
FFM
Forum Financial Management
Illinois
$1.26B
5
SC
Savant Capital
Illinois
$171M
Name Holding Trade Value Shares
Change 		Shares
Change %
MG
226
MilWealth Group
Wisconsin
$11.1M -$244K -7,640 -2%
KOMWMG
227
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$11M +$1.76M +55,049 +19%
RS
228
Retirement Solution
Washington
$10.9M +$427K +13,374 +4%
ASI
229
Advisory Services & Investments
Oregon
$10.8M -$343K -10,736 -3%
FOA
230
Five Oceans Advisors
California
$10.8M +$550K +17,222 +5%
SAG
231
SageView Advisory Group
California
$10.8M -$2.2M -68,727 -17%
HKIMG
232
Hutchens & Kramer Investment Management Group
Indiana
$10.6M +$433K +13,612 +4%
SWP
233
Stratos Wealth Partners
Ohio
$10.6M +$351K +10,995 +3%
Jane Street
234
Jane Street
New York
$10.6M -$8.36M -261,760 -44%
MWM
235
Melfa Wealth Management
Massachusetts
$10.6M +$551K +17,251 +6%
VWA
236
Visionary Wealth Advisors
Illinois
$10.5M -$9.55K -299 -0.1%
SOAG
237
Silver Oak Advisory Group
Oregon
$10.4M +$322K +10,074 +3%
CSPIA
238
Cary Street Partners Investment Advisory
Virginia
$10.3M +$306K +9,593 +3%
GLR
239
Great Lakes Retirement
Ohio
$10.2M -$207K -6,483 -2%
Rockefeller Capital Management
240
Rockefeller Capital Management
New York
$10.2M +$10.2K +320 +0.1%
RJA
241
Raymond James & Associates
Florida
$10.1M +$741K +23,184 +8%
FI
242
Financial Insights
Washington
$10M -$3.91M -122,473 -28%
CWM
243
Cedar Wealth Management
California
$9.66M – – –
CGPCS
244
Capital Group Private Client Services
California
$9.59M +$13.5K +421 +0.1%
OA
245
Oceanside Advisors
South Carolina
$9.57M +$294K +9,215 +3%
Pathstone Holdings
246
Pathstone Holdings
New Jersey
$9.56M +$1.31K +41 +0%
RLWM
247
RF&L Wealth Management
Massachusetts
$9.36M -$70.3K -2,199 -0.7%
WFA
248
Websterrogers Financial Advisors
South Carolina
$9.26M -$4.47K -140 -0%
PF
249
Parker Financial
Washington
$9.11M +$2.84M +88,977 +45%
KAM
250
Knightsbridge Asset Management
California
$9.02M – – –
8 9
10
11 12