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Dimensional US Core Equity 2 ETF
DFAC

Overview Fund Activity

986 hedge funds and large institutions have $25.6B invested in Dimensional US Core Equity 2 ETF in 2025 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 405 increasing their positions, 314 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
986
Holders Change
-3
Holders Change %
-0.3%
% of All Funds
13.4%
Holding in Top 10
258
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-1.15%
% of All Funds
3.51%
New
62
Increased
405
Reduced
314
Closed
41
Calls
$1.54M
Puts
$20K
Net Calls
+$1.52M
Net Calls Change
+$133K

Top Buyers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$1.77B
2
IA
2
Integrity Alliance
Iowa
$72.3M
3
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$1.33B
4
Osaic Holdings
4
Osaic Holdings
Arizona
$131M
5
AC
5
Apella Capital
Connecticut
$376M

Top Sellers

1
CW
1
Curio Wealth
Maryland
$4.31M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.72B
3
HIGP
3
Hill Investment Group Partners
Missouri
$34M
4
EP
4
Essential Planning
New Hampshire
$2.91M
5
SIM
5
Stratos Investment Management
Ohio
$109M
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
226
Carson Wealth (CWM LLC)
Nebraska
$19.9M +$690K +20,920 +4%
FFG
227
Fiduciary Financial Group
California
$19.4M +$1.07M +34,895 +6%
LFGO
228
Legacy Financial Group (Oklahoma)
Oklahoma
$19.1M -$295K -8,928 -2%
HKIMG
229
Hutchens & Kramer Investment Management Group
Indiana
$18.9M -$193K -5,861 -1%
APP
230
Avantax Planning Partners
Iowa
$18.8M -$96.4K -2,921 -0.5%
SIS
231
Strategic Investment Solutions
Illinois
$18.8M +$4.39M +133,268 +31%
IAG
232
Investment Advisory Group
Massachusetts
$18.7M +$233K +7,072 +1%
PCIA
233
Prime Capital Investment Advisors
Kansas
$18.6M +$5.18M +157,061 +39%
EWA
234
EverSource Wealth Advisors
Alabama
$18.6M +$2.09M +63,453 +13%
SW
235
Simplicity Wealth
New Jersey
$18.2M +$17.6M +534,247 +3,279%
JWM
236
JDH Wealth Management
California
$17.7M -$330K -9,999 -2%
CIAS
237
CFS Investment Advisory Services
New Jersey
$17.7M -$567K -17,191 -3%
MFG
238
Merit Financial Group
Georgia
$17.6M +$2.43M +73,580 +16%
MWM
239
Mission Wealth Management
California
$17.4M +$1.64M +49,634 +10%
PFG
240
Pinnacle Financial Group
Illinois
$17M -$113K -3,421 -0.7%
RCAG
241
Rehmann Capital Advisory Group
Michigan
$16.9M +$234K +7,092 +1%
SRCM
242
Signature Resources Capital Management
California
$16.8M +$678K +20,557 +4%
KAM
243
Kraft Asset Management
Tennessee
$16.7M -$3.75M -113,698 -18%
SWG
244
Summit Wealth Group
Vermont
$16.7M -$1.71M -51,702 -9%
SFA
245
Sequoia Financial Advisors
Ohio
$16.5M +$972K +29,451 +6%
RS
246
Retirement Solution
Washington
$16.4M +$2.3M +69,818 +16%
AQR Capital Management
247
AQR Capital Management
Connecticut
$16.3M +$8.13M +246,337 +100%
WMS
248
Wealth Management Strategies
Pennsylvania
$16.2M +$1.1M +33,266 +7%
Rockefeller Capital Management
249
Rockefeller Capital Management
New York
$16.1M +$1.92M +58,125 +13%
RWM
250
Riverchase Wealth Management
Texas
$15.7M -$8.74M -264,778 -36%
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