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Dimensional US Core Equity 2 ETF
DFAC

Overview Fund Activity

991 hedge funds and large institutions have $26.6B invested in Dimensional US Core Equity 2 ETF in 2024 Q4 according to their latest regulatory filings, with 172 funds opening new positions, 333 increasing their positions, 284 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
991
Holders Change
+138
Holders Change %
+16.18%
% of All Funds
13.19%
Holding in Top 10
262
Holding in Top 10 Change
+53
Holding in Top 10 Change %
+25.36%
% of All Funds
3.49%
New
172
Increased
333
Reduced
284
Closed
18
Calls
$1.38M
Puts
–
Net Calls
+$1.38M
Net Calls Change
-$1.22M

Top Buyers

1
EP
Essential Planning
New Hampshire
+$137M
2
FPAS
Focus Partners Advisor Solutions
Missouri
+$103M
3
GM
GeoWealth Management
Illinois
+$101M
4
AC
Apella Capital
Connecticut
+$61.9M
5
SIM
Stratos Investment Management
Ohio
+$58.4M

Top Sellers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$124M
2
UBS Group
UBS Group
Switzerland
-$57.5M
3
SFS
Sowell Financial Services
Arkansas
-$34.1M
4
SC
Savant Capital
Illinois
-$28.7M
5
HSG
Helen Stephens Group
Texas
-$25.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWMP
251
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$15.1M +$15.1M +436,370 New
Stifel Financial
252
Stifel Financial
Missouri
$14.9M +$547K +15,816 +4%
Rockefeller Capital Management
253
Rockefeller Capital Management
New York
$14.9M +$1.8M +52,150 +14%
RS
254
Retirement Solution
Washington
$14.8M +$1.17M +33,719 +9%
CWMA
255
Capstone Wealth Management (Alabama)
Alabama
$14.7M +$14.7M +425,452 New
AF
256
Advisornet Financial
Minnesota
$14.7M +$1.63M +47,185 +13%
KMWM
257
Keudell/Morrison Wealth Management
Oregon
$14.2M -$59.5K -1,719 -0.4%
SC
258
Schubert & Co
Texas
$14.1M +$208K +6,013 +1%
PCIA
259
Prime Capital Investment Advisors
Kansas
$14.1M +$376K +10,874 +3%
SIS
260
Strategic Investment Solutions
Illinois
$13.9M -$5.11M -160,069 -27%
IAN
261
Integrated Advisors Network
Texas
$13.6M +$246K +7,105 +2%
DWA
262
Delap Wealth Advisory
Oregon
$13.3M -$631K -18,228 -5%
CCA
263
Cravens & Co Advisors
Tennessee
$13M +$194K +5,617 +2%
RFC
264
Regions Financial Corp
Alabama
$13M -$6.57K -190 -0.1%
VWA
265
Visionary Wealth Advisors
Illinois
$12.9M +$1.59M +45,831 +14%
Northwestern Mutual Wealth Management
266
Northwestern Mutual Wealth Management
Wisconsin
$12.3M +$3.75M +108,512 +44%
RA
267
RFG Advisory
Alabama
$12.3M -$1.52M -43,835 -11%
FOR
268
Family Office Research
Maryland
$12.1M +$12.1M +350,286 New
GWWM
269
Great Waters Wealth Management
Minnesota
$12M -$129K -3,715 -1%
SC
270
Scratch Capital
Idaho
$11.9M +$11.9M +343,241 New
KAM
271
Knightsbridge Asset Management
California
$11.8M +$262K +7,570 +2%
FOA
272
Five Oceans Advisors
California
$11.8M +$113K +3,254 +1%
CGPCS
273
Capital Group Private Client Services
California
$11.7M +$1.29M +37,325 +12%
WAG
274
Winthrop Advisory Group
Massachusetts
$11.7M -$81.8K -2,366 -0.7%
TIAM2
275
Tru Independence Asset Management 2
Oregon
$11.7M +$1.58M +45,626 +16%
9 10
11
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