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Dimensional US Core Equity 2 ETF
DFAC

Overview Fund Activity

1,012 hedge funds and large institutions have $28.1B invested in Dimensional US Core Equity 2 ETF in 2025 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 420 increasing their positions, 307 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,012
Holders Change
+25
Holders Change %
+2.53%
% of All Funds
13.57%
Holding in Top 10
256
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-1.16%
% of All Funds
3.43%
New
82
Increased
420
Reduced
307
Closed
35
Calls
$1.31M
Puts
$254K
Net Calls
+$1.06M
Net Calls Change
-$459K

Top Buyers

1
VAS
Vestmark Advisory Solutions
Massachusetts
+$165M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$99.9M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$94M
4
AC
AWM Capital
Arizona
+$46.8M
5
FFM
Forum Financial Management
Illinois
+$39.4M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$101M
2
HFA
Hippocratic Financial Advisors
California
-$49.2M
3
HFS
Heritage Financial Services
Massachusetts
-$33.7M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$33M
5
FPAS
Focus Partners Advisor Solutions
Missouri
-$29.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
226
Geneos Wealth Management
Colorado
$21.1M -$21.1M -589,021 -50%
IAG
227
Investment Advisory Group
Massachusetts
$20.8M +$444K +12,379 +2%
Carson Wealth (CWM LLC)
228
Carson Wealth (CWM LLC)
Nebraska
$20.8M -$812K -22,662 -4%
LFGO
229
Legacy Financial Group (Oklahoma)
Oklahoma
$20.6M -$206K -5,746 -1%
HKIMG
230
Hutchens & Kramer Investment Management Group
Indiana
$20.3M -$405K -11,250 -2%
RS
231
Retirement Solution
Washington
$20.2M +$2.33M +65,009 +13%
SC
232
Scratch Capital
Idaho
$19.7M +$4.22M +117,636 +27%
APP
233
Avantax Planning Partners
Iowa
$19.7M -$703K -19,620 -3%
CIAS
234
CFS Investment Advisory Services
New Jersey
$19.5M +$290K +8,096 +2%
TW
235
Trajan Wealth
Arizona
$19.1M -$3.41M -95,053 -15%
MFG
236
Merit Financial Group
Georgia
$18.7M -$360K -10,049 -2%
PFG
237
Pinnacle Financial Group
Illinois
$18.6M +$168K +4,686 +0.9%
SRCM
238
Signature Resources Capital Management
California
$18.5M +$262K +7,302 +1%
MWM
239
Mission Wealth Management
California
$18.1M -$867K -24,182 -5%
JWM
240
JDH Wealth Management
California
$17.8M -$1.46M -40,838 -8%
CAM
241
Cresset Asset Management
Illinois
$17.7M +$743K +20,721 +4%
BI
242
Binnacle Investments
Iowa
$17.6M +$969K +27,048 +6%
DWM
243
Daner Wealth Management
Georgia
$17.4M +$17.4M +467,831 New
Rockefeller Capital Management
244
Rockefeller Capital Management
New York
$17.4M -$138K -3,858 -0.8%
KAM
245
Kraft Asset Management
Tennessee
$17.3M -$843K -23,534 -5%
RWM
246
Riverchase Wealth Management
Texas
$17.3M +$186K +5,178 +1%
SC
247
Schubert & Co
Texas
$16.8M +$1.68M +46,815 +11%
CFO
248
CVA Family Office
Colorado
$16.7M +$482K +13,457 +3%
TI
249
tru Independence
Oregon
$16.5M +$320K +8,918 +2%
XPN
250
XY Planning Network
Montana
$16.4M +$2.25M +62,822 +16%
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