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Dimensional US Core Equity 2 ETF
DFAC

Overview Fund Activity

853 hedge funds and large institutions have $24.4B invested in Dimensional US Core Equity 2 ETF in 2024 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 357 increasing their positions, 238 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
853
Holders Change
+32
Holders Change %
+3.9%
% of All Funds
12.34%
Holding in Top 10
209
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+2.96%
% of All Funds
3.02%
New
65
Increased
357
Reduced
238
Closed
23
Calls
$2.61M
Puts
–
Net Calls
+$2.61M
Net Calls Change
+$2.61M

Top Buyers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$1.31B
2
WANY
Wealthspire Advisors (New York)
New York
+$262M
3
WA
Wealthstream Advisors
New York
+$119M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$108M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$82.7M

Top Sellers

1
MSWM
McGlone Suttner Wealth Management
Wisconsin
-$62.8M
2
LWM
Liberty Wealth Management
California
-$26.7M
3
SWG
Summit Wealth Group
Vermont
-$25.5M
4
DWM
Diversify Wealth Management
Utah
-$21.4M
5
SW
Simplicity Wealth
New Jersey
-$17.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
RS
226
Retirement Solution
Washington
$13.5M +$797K +23,332 +6%
IAN
227
Integrated Advisors Network
Texas
$13.2M +$350K +10,201 +3%
Rockefeller Capital Management
228
Rockefeller Capital Management
New York
$13M +$1.62M +47,379 +14%
AF
229
Advisornet Financial
Minnesota
$12.9M +$2.76M +80,510 +27%
RFC
230
Regions Financial Corp
Alabama
$12.9M -$71.2K -2,076 -0.5%
CCA
231
Cravens & Co Advisors
Tennessee
$12.7M -$1.07M -31,285 -8%
GWWM
232
Great Waters Wealth Management
Minnesota
$12M -$512K -14,930 -4%
SWP
233
Stratos Wealth Partners
Ohio
$11.9M +$424K +12,358 +4%
CTWM
234
Cherry Tree Wealth Management
Minnesota
$11.8M -$230K -6,698 -2%
SOAG
235
Silver Oak Advisory Group
Oregon
$11.7M +$116K +3,372 +1%
WAG
236
Winthrop Advisory Group
Massachusetts
$11.7M -$59.9K -1,748 -0.5%
ASI
237
Advisory Services & Investments
Oregon
$11.6M +$235K +6,856 +2%
MG
238
MilWealth Group
Wisconsin
$11.6M -$98.7K -2,879 -0.8%
FOA
239
Five Oceans Advisors
California
$11.6M +$258K +7,536 +2%
SFA
240
Sequoia Financial Advisors
Ohio
$11.5M -$343K -9,991 -3%
KAM
241
Knightsbridge Asset Management
California
$11.4M +$258K +7,513 +2%
AW
242
Avion Wealth
Texas
$11.2M -$720K -20,990 -6%
VWA
243
Visionary Wealth Advisors
Illinois
$11.2M +$54.2K +1,582 +0.5%
MWM
244
Melfa Wealth Management
Massachusetts
$10.9M -$361K -10,535 -3%
SAG
245
SageView Advisory Group
California
$10.9M -$44.2K -1,289 -0.4%
OA
246
Oceanside Advisors
South Carolina
$10.7M +$219K +6,391 +2%
TI
247
tru Independence
Oregon
$10.5M +$1.17M +34,115 +12%
GLR
248
Great Lakes Retirement
Ohio
$10.4M +$49.2K +1,435 +0.5%
CWM
249
Cedar Wealth Management
California
$10.4M – – –
CGPCS
250
Capital Group Private Client Services
California
$10.3M +$24.4K +713 +0.2%
8 9
10
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