DFAC icon

Dimensional US Core Equity 2 ETF
DFAC

Overview Fund Activity

794 hedge funds and large institutions have $21.2B invested in Dimensional US Core Equity 2 ETF in 2024 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 347 increasing their positions, 207 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
794
Holders Change
+34
Holders Change %
+4.47%
% of All Funds
11.51%
Holding in Top 10
201
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+1.52%
% of All Funds
2.91%
New
70
Increased
347
Reduced
207
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FPAS
Focus Partners Advisor Solutions
Missouri
+$199M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$135M
3
GM
GeoWealth Management
Illinois
+$91.2M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$72.8M
5
SIM
Stratos Investment Management
Ohio
+$47.2M

Top Sellers

1
MHS
M Holdings Securities
Oregon
-$71.8M
2
PCA
Prosperity Capital Advisors
Ohio
-$49.9M
3
MSWM
McGlone Suttner Wealth Management
Wisconsin
-$35.5M
4
FFM
Forum Financial Management
Illinois
-$29.4M
5
SC
Savant Capital
Illinois
-$18.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
AL
251
Aspiriant LLC
California
$9.01M +$224 +7 +0%
SWM
252
Sterling Wealth Management
Illinois
$8.99M -$7.67K -240 -0.1%
AF
253
Advisornet Financial
Minnesota
$8.99M -$6.32M -197,868 -41%
WW
254
Waterfront Wealth
Kansas
$8.91M -$306K -9,975 -3%
NL
255
NWAM LLC
Washington
$8.91M -$112K -3,536 -1%
Carson Wealth (CWM LLC)
256
Carson Wealth (CWM LLC)
Nebraska
$8.9M +$2.45M +76,732 +38%
RWI
257
Red Wave Investments
Pennsylvania
$8.81M – – –
RRCM
258
Rappaport Reiches Capital Management
Illinois
$8.56M +$3.99K +125 +0%
MAM
259
McLean Asset Management
Virginia
$8.51M +$201K +6,344 +2%
FPCP
260
Fort Point Capital Partners
California
$8.22M – – –
TI
261
tru Independence
Oregon
$8.03M +$3.12M +97,599 +64%
CA
262
CGN Advisors
Kansas
$7.69M +$26.4K +826 +0.3%
IAG
263
Investmark Advisory Group
Connecticut
$7.68M -$45.6K -1,426 -0.6%
SPI
264
Sutton Place Investors
New York
$7.67M +$668K +20,907 +10%
SDWIA
265
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$7.62M +$69K +2,159 +0.9%
HCM
266
Hutchinson Capital Management
California
$7.57M +$237K +7,408 +3%
1WM
267
1900 Wealth Management
Texas
$7.27M -$748K -23,420 -9%
WANY
268
Wealthspire Advisors (New York)
New York
$7.25M +$922K +28,844 +15%
UWM
269
USAdvisors Wealth Management
Minnesota
$6.85M +$862K +27,038 +14%
MFC
270
Morris Financial Concepts
South Carolina
$6.71M +$38.7K +1,211 +0.6%
Northwestern Mutual Wealth Management
271
Northwestern Mutual Wealth Management
Wisconsin
$6.67M +$68.7K +2,151 +1%
BA
272
Bridgewater Advisors
New York
$6.57M -$3.07K -96 -0%
TIM
273
Tortoise Investment Management
New York
$6.53M +$1.14M +35,820 +21%
ACP
274
Aveo Capital Partners
Colorado
$6.52M -$342K -11,023 -5%
CCA
275
Criterion Capital Advisors
Tennessee
$6.48M +$1.69M +52,819 +35%
9 10
11
12 13