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Dimensional US Core Equity 2 ETF
DFAC

Overview Fund Activity

1,011 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, 419 increasing their positions, 307 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,011
Holders Change
+25
Holders Change %
+2.54%
% of All Funds
13.57%
Holding in Top 10
255
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-1.16%
% of All Funds
3.42%
New
82
Increased
419
Reduced
307
Closed
35
Calls
$1.31M
Puts
$254K
Net Calls
+$1.06M
Net Calls Change
-$459K

Top Buyers

1
VAS
1
Vestmark Advisory Solutions
Massachusetts
$316M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$2.03B
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.97B
4
AC
4
AWM Capital
Arizona
$146M
5
FFM
5
Forum Financial Management
Illinois
$1.39B

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$36.5M
2
HFA
2
Hippocratic Financial Advisors
California
$10.1M
3
HFS
3
Heritage Financial Services
Massachusetts
$167M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$313M
5
FPAS
5
Focus Partners Advisor Solutions
Missouri
$558M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
251
Morgan Stanley
New York
$16.3M -$328K -9,153 -2%
Stifel Financial
252
Stifel Financial
Missouri
$16.2M +$167K +4,656 +1%
SWG
253
Summit Wealth Group
Vermont
$15.7M -$2.37M -66,009 -13%
SFA
254
Sequoia Financial Advisors
Ohio
$15.7M -$2.18M -60,933 -12%
KMWM
255
Keudell/Morrison Wealth Management
Oregon
$15.7M +$3.23M +90,223 +26%
FFA
256
Farther Finance Advisors
California
$15.6M +$1.31M +36,480 +9%
TIAM2
257
Tru Independence Asset Management 2
Oregon
$15.6M +$2.37M +66,251 +18%
HWM
258
Hemington Wealth Management
Virginia
$15M -$894K -24,949 -6%
DWM
259
Diversify Wealth Management
Utah
$14.9M -$1.96M -52,639 -12%
FWP
260
Firethorn Wealth Partners
Georgia
$14.6M -$966K -26,967 -6%
WC
261
Wolfstich Capital
Massachusetts
$14.4M -$14.5M -403,971 -50%
CCA
262
Cravens & Co Advisors
Tennessee
$14.4M +$299K +8,354 +2%
DWA
263
Delap Wealth Advisory
Oregon
$14.3M +$293K +8,174 +2%
CWMA
264
Capstone Wealth Management (Alabama)
Alabama
$14.1M -$928K -25,883 -6%
AWM
265
Austin Wealth Management
Texas
$14M -$25.7M -701,728 -65%
VWA
266
Visionary Wealth Advisors
Illinois
$13.9M -$235K -6,546 -2%
IAN
267
Integrated Advisors Network
Texas
$13.4M +$145K +4,045 +1%
MAM
268
McLean Asset Management
Virginia
$13.2M +$189K +5,205 +1%
HWM
269
Hassell Wealth Management
Louisiana
$13.2M -$612K -16,541 -4%
SIS
270
Strategic Investment Solutions
Illinois
$13.1M -$7.32M -204,276 -36%
RFC
271
Regions Financial Corp
Alabama
$13M -$402K -11,225 -3%
FOA
272
Five Oceans Advisors
California
$13M -$30.2K -842 -0.2%
SOAG
273
Silver Oak Advisory Group
Oregon
$12.8M +$779K +21,725 +6%
VPWA
274
Vestia Personal Wealth Advisors
Indiana
$12.8M +$1.44M +40,182 +13%
PCIA
275
Prime Capital Investment Advisors
Kansas
$12.7M -$7.52M -209,684 -37%
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