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Dimensional US Core Equity 2 ETF
DFAC

Overview Fund Activity

820 hedge funds and large institutions have $22.2B invested in Dimensional US Core Equity 2 ETF in 2024 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 332 increasing their positions, 243 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
820
Holders Change
+26
Holders Change %
+3.27%
% of All Funds
11.93%
Holding in Top 10
202
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.5%
% of All Funds
2.94%
New
65
Increased
332
Reduced
243
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SC
1
Savant Capital
Illinois
$315M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$1.48B
3
ATI
3
ARK & TLK Investments
Oklahoma
$62.9M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.72B
5
AC
5
Apella Capital
Connecticut
$274M

Top Sellers

1
FFM
1
Forum Financial Management
Illinois
$1.2B
2
LNC
2
Lincoln National Corp
Pennsylvania
$0
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$319M
4
BSW
4
Buckingham Strategic Wealth
Missouri
$1.2B
5
GWM
5
Grand Wealth Management
Michigan
$71.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Pathstone Holdings
251
Pathstone Holdings
New Jersey
$9.32M -$324K -10,040 -3%
WFA
252
Websterrogers Financial Advisors
South Carolina
$9.28M -$65K -2,017 -0.7%
MAM
253
McLean Asset Management
Virginia
$9.26M +$414K +12,608 +5%
AL
254
Aspiriant LLC
California
$9.11M +$15.7K +488 +0.2%
SWM
255
Sterling Wealth Management
Illinois
$9.08M +$5K +155 +0.1%
FI
256
Financial Insights
Washington
$8.99M -$1.12M -34,641 -11%
WW
257
Waterfront Wealth
Kansas
$8.98M -$392K -12,161 -4%
RWI
258
Red Wave Investments
Pennsylvania
$8.88M -$13.7K -425 -0.2%
TI
259
tru Independence
Oregon
$8.81M +$712K +22,078 +9%
TWCA
260
Two West Capital Advisors
Kansas
$8.67M +$8.67M +268,838 New
RJA
261
Raymond James & Associates
Florida
$8.65M -$1.5M -46,431 -15%
RRCM
262
Rappaport Reiches Capital Management
Illinois
$8.62M -$19.4K -601 -0.2%
CSPIA
263
Cary Street Partners Investment Advisory
Virginia
$8.38M -$1.97M -61,059 -19%
CCA
264
Criterion Capital Advisors
Tennessee
$8.36M +$1.82M +56,430 +28%
FPCP
265
Fort Point Capital Partners
California
$8.3M – – –
WANY
266
Wealthspire Advisors (New York)
New York
$7.97M +$660K +20,465 +9%
CA
267
CGN Advisors
Kansas
$7.81M +$49.2K +1,527 +0.6%
GAM
268
Gemmer Asset Management
California
$7.72M +$3.28M +101,875 +74%
SPI
269
Sutton Place Investors
New York
$7.67M -$69.1K -2,144 -0.9%
IAG
270
Investmark Advisory Group
Connecticut
$7.64M -$113K -3,496 -1%
AWM
271
Arista Wealth Management
Nevada
$7.6M +$2.88M +89,441 +61%
VPWA
272
Vestia Personal Wealth Advisors
Indiana
$7.39M +$7.39M +229,460 New
Northwestern Mutual Wealth Management
273
Northwestern Mutual Wealth Management
Wisconsin
$7.22M +$487K +15,114 +7%
TIM
274
Tortoise Investment Management
New York
$7.16M +$566K +17,565 +9%
MSWM
275
Mowery & Schoenfeld Wealth Management
Illinois
$7.12M +$2.16M +66,940 +43%
9 10
11
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