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Dimensional US Core Equity 2 ETF
DFAC

Overview Fund Activity

991 hedge funds and large institutions have $26.6B invested in Dimensional US Core Equity 2 ETF in 2024 Q4 according to their latest regulatory filings, with 172 funds opening new positions, 333 increasing their positions, 284 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
991
Holders Change
+138
Holders Change %
+16.18%
% of All Funds
13.19%
Holding in Top 10
262
Holding in Top 10 Change
+53
Holding in Top 10 Change %
+25.36%
% of All Funds
3.49%
New
172
Increased
333
Reduced
284
Closed
18
Calls
$1.38M
Puts
–
Net Calls
+$1.38M
Net Calls Change
-$1.22M

Top Buyers

1
EP
Essential Planning
New Hampshire
+$137M
2
FPAS
Focus Partners Advisor Solutions
Missouri
+$103M
3
GM
GeoWealth Management
Illinois
+$101M
4
AC
Apella Capital
Connecticut
+$61.9M
5
SIM
Stratos Investment Management
Ohio
+$58.4M

Top Sellers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$124M
2
UBS Group
UBS Group
Switzerland
-$57.5M
3
SFS
Sowell Financial Services
Arkansas
-$34.1M
4
SC
Savant Capital
Illinois
-$28.7M
5
HSG
Helen Stephens Group
Texas
-$25.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
226
Geneos Wealth Management
Colorado
$19.6M +$274K +7,923 +1%
IAG
227
Investment Advisory Group
Massachusetts
$19.4M +$45.3K +1,310 +0.2%
SWG
228
Summit Wealth Group
Vermont
$19.3M +$751K +21,715 +4%
CIAS
229
CFS Investment Advisory Services
New Jersey
$19.1M -$886K -25,627 -4%
CWM
230
Cahill Wealth Management
Michigan
$19.1M +$1.33M +38,510 +8%
JWM
231
JDH Wealth Management
California
$18.9M +$18.9M +547,067 New
LFA
232
LifeGuide Financial Advisors
Pennsylvania
$18.8M +$124K +3,599 +0.7%
DWM
233
Diversify Wealth Management
Utah
$18.3M +$823K +23,982 +5%
FH
234
Financial Harvest
Florida
$18.3M +$18.3M +528,275 New
DWM
235
Daner Wealth Management
Georgia
$18.2M +$18.2M +507,031 New
PFG
236
Pinnacle Financial Group
Illinois
$17.9M +$259K +7,496 +1%
RCAG
237
Rehmann Capital Advisory Group
Michigan
$17.5M -$2.15M -62,246 -11%
EWA
238
EverSource Wealth Advisors
Alabama
$17.3M +$1.3M +37,673 +8%
SRCM
239
Signature Resources Capital Management
California
$16.9M +$753K +21,777 +5%
MWM
240
Mission Wealth Management
California
$16.6M +$12.9M +374,191 +356%
HWM
241
Hassell Wealth Management
Louisiana
$16.4M -$378K -10,557 -2%
SFA
242
Sequoia Financial Advisors
Ohio
$16.2M +$4.6M +132,880 +39%
MFG
243
Merit Financial Group
Georgia
$15.9M +$1.14M +32,960 +8%
HWM
244
Hemington Wealth Management
Virginia
$15.8M -$248K -7,159 -2%
KOMWMG
245
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$15.7M +$1.55M +44,955 +11%
CAM
246
Cresset Asset Management
Illinois
$15.7M -$849K -24,554 -5%
CFO
247
CVA Family Office
Colorado
$15.6M -$3.92M -113,287 -20%
PWM
248
Parkworth Wealth Management
California
$15.6M +$15.6M +450,764 New
Morgan Stanley
249
Morgan Stanley
New York
$15.4M +$766K +22,131 +5%
FWP
250
Firethorn Wealth Partners
Georgia
$15.3M -$923K -26,677 -6%
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