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Dimensional US Core Equity 2 ETF
DFAC

Overview Fund Activity

820 hedge funds and large institutions have $22.2B invested in Dimensional US Core Equity 2 ETF in 2024 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 332 increasing their positions, 243 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
820
Holders Change
+26
Holders Change %
+3.27%
% of All Funds
11.93%
Holding in Top 10
202
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.5%
% of All Funds
2.94%
New
65
Increased
332
Reduced
243
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SC
1
Savant Capital
Illinois
$315M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$1.48B
3
ATI
3
ARK & TLK Investments
Oklahoma
$62.9M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.72B
5
AC
5
Apella Capital
Connecticut
$274M

Top Sellers

1
FFM
1
Forum Financial Management
Illinois
$1.2B
2
LNC
2
Lincoln National Corp
Pennsylvania
$0
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$319M
4
BSW
4
Buckingham Strategic Wealth
Missouri
$1.2B
5
GWM
5
Grand Wealth Management
Michigan
$71.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
IAN
226
Integrated Advisors Network
Texas
$12.1M -$44.5K -1,379 -0.4%
RS
227
Retirement Solution
Washington
$12M +$1M +31,164 +9%
GWWM
228
Great Waters Wealth Management
Minnesota
$11.8M -$103K -3,198 -0.9%
KLCM
229
KG&L Capital Management
Louisiana
$11.5M +$11.5M +355,575 New
CTWM
230
Cherry Tree Wealth Management
Minnesota
$11.3M -$67.1K -2,080 -0.6%
AW
231
Avion Wealth
Texas
$11.2M -$428K -13,265 -4%
SFA
232
Sequoia Financial Advisors
Ohio
$11.2M -$622K -19,303 -5%
HKIMG
233
Hutchens & Kramer Investment Management Group
Indiana
$11.2M +$427K +13,247 +4%
MG
234
MilWealth Group
Wisconsin
$11M -$208K -6,461 -2%
WAG
235
Winthrop Advisory Group
Massachusetts
$11M -$270K -8,371 -2%
SOAG
236
Silver Oak Advisory Group
Oregon
$10.9M +$435K +13,500 +4%
SWP
237
Stratos Wealth Partners
Ohio
$10.8M +$81.9K +2,541 +0.8%
ASI
238
Advisory Services & Investments
Oregon
$10.7M -$215K -6,669 -2%
Rockefeller Capital Management
239
Rockefeller Capital Management
New York
$10.7M +$438K +13,579 +4%
FOA
240
Five Oceans Advisors
California
$10.6M -$289K -8,975 -3%
MWM
241
Melfa Wealth Management
Massachusetts
$10.6M -$42K -1,302 -0.4%
KAM
242
Knightsbridge Asset Management
California
$10.5M +$553K +17,138 +6%
VWA
243
Visionary Wealth Advisors
Illinois
$10.5M -$139K -4,305 -1%
SAG
244
SageView Advisory Group
California
$10.3M -$600K -18,622 -6%
OA
245
Oceanside Advisors
South Carolina
$9.81M +$152K +4,705 +2%
CWM
246
Cedar Wealth Management
California
$9.75M – – –
GLR
247
Great Lakes Retirement
Ohio
$9.71M -$633K -19,621 -6%
CGPCS
248
Capital Group Private Client Services
California
$9.69M +$7.45K +231 +0.1%
AF
249
Advisornet Financial
Minnesota
$9.56M +$494K +15,312 +5%
RLWM
250
RF&L Wealth Management
Massachusetts
$9.42M -$28K -870 -0.3%
8 9
10
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