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Dimensional US Core Equity 2 ETF
DFAC

Overview Fund Activity

853 hedge funds and large institutions have $24.4B invested in Dimensional US Core Equity 2 ETF in 2024 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 357 increasing their positions, 238 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
853
Holders Change
+32
Holders Change %
+3.9%
% of All Funds
12.34%
Holding in Top 10
209
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+2.96%
% of All Funds
3.02%
New
65
Increased
357
Reduced
238
Closed
23
Calls
$2.61M
Puts
–
Net Calls
+$2.61M
Net Calls Change
+$2.61M

Top Buyers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$1.31B
2
WANY
Wealthspire Advisors (New York)
New York
+$262M
3
WA
Wealthstream Advisors
New York
+$119M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$108M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$82.7M

Top Sellers

1
MSWM
McGlone Suttner Wealth Management
Wisconsin
-$62.8M
2
LWM
Liberty Wealth Management
California
-$26.7M
3
SWG
Summit Wealth Group
Vermont
-$25.5M
4
DWM
Diversify Wealth Management
Utah
-$21.4M
5
SW
Simplicity Wealth
New Jersey
-$17.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
KLCM
251
KG&L Capital Management
Louisiana
$10.3M -$1.91M -55,575 -16%
TIAM2
252
Tru Independence Asset Management 2
Oregon
$10M +$10M +291,852 New
RLWM
253
RF&L Wealth Management
Massachusetts
$9.98M -$39.4K -1,148 -0.4%
NL
254
NWAM LLC
Washington
$9.95M +$9.95M +290,297 New
Pathstone Holdings
255
Pathstone Holdings
New Jersey
$9.92M +$1.89K +55 +0%
TWCA
256
Two West Capital Advisors
Kansas
$9.83M +$616K +17,978 +7%
MAM
257
McLean Asset Management
Virginia
$9.72M +$70K +2,043 +0.7%
WFA
258
Websterrogers Financial Advisors
South Carolina
$9.71M -$160K -4,671 -2%
FFWA
259
Forthright Family Wealth Advisory
Texas
$9.71M +$9.71M +266,323 New
AL
260
Aspiriant LLC
California
$9.67M -$16K -468 -0.2%
SWM
261
Sterling Wealth Management
Illinois
$9.65M -$5.66K -165 -0.1%
WW
262
Waterfront Wealth
Kansas
$9.4M -$248K -7,156 -3%
RWI
263
Red Wave Investments
Pennsylvania
$9.39M -$50.4K -1,469 -0.5%
FPCP
264
Fort Point Capital Partners
California
$9.05M +$222K +6,477 +3%
VPWA
265
Vestia Personal Wealth Advisors
Indiana
$8.64M +$781K +22,821 +10%
GAM
266
Gemmer Asset Management
California
$8.6M +$393K +11,459 +5%
RRCM
267
Rappaport Reiches Capital Management
Illinois
$8.59M -$573K -16,718 -6%
Northwestern Mutual Wealth Management
268
Northwestern Mutual Wealth Management
Wisconsin
$8.52M +$846K +24,660 +11%
CCA
269
Criterion Capital Advisors
Tennessee
$8.36M – – –
FFA
270
Farther Finance Advisors
California
$8.19M +$5.88M +171,460 +254%
LA
271
Legacy Advisors
Pennsylvania
$8.17M +$8.17M +238,363 New
SPI
272
Sutton Place Investors
New York
$8.12M -$39.5K -1,151 -0.5%
FI
273
Financial Insights
Washington
$8.1M -$1.46M -42,590 -15%
IAG
274
Investmark Advisory Group
Connecticut
$8.08M -$40.4K -1,178 -0.5%
AWM
275
Arista Wealth Management
Nevada
$8.08M +$446 +13 +0%
9 10
11
12 13