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Dimensional US Core Equity 2 ETF
DFAC

Overview Fund Activity

986 hedge funds and large institutions have $25.6B invested in Dimensional US Core Equity 2 ETF in 2025 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 405 increasing their positions, 314 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
986
Holders Change
-3
Holders Change %
-0.3%
% of All Funds
13.4%
Holding in Top 10
258
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-1.15%
% of All Funds
3.51%
New
62
Increased
405
Reduced
314
Closed
41
Calls
$1.54M
Puts
$20K
Net Calls
+$1.52M
Net Calls Change
+$133K

Top Buyers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
$1.77B
2
IA
Integrity Alliance
Iowa
$72.3M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$1.33B
4
Osaic Holdings
Osaic Holdings
Arizona
$131M
5
AC
Apella Capital
Connecticut
$376M

Top Sellers

1
CW
Curio Wealth
Maryland
$4.31M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.72B
3
HIGP
Hill Investment Group Partners
Missouri
$34M
4
EP
Essential Planning
New Hampshire
$2.91M
5
SIM
Stratos Investment Management
Ohio
$109M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
251
Cresset Asset Management
Illinois
$15.6M +$587K +17,793 +4%
BI
252
Binnacle Investments
Iowa
$15.3M +$15.3M +463,001 New
Morgan Stanley
253
Morgan Stanley
New York
$15.3M +$619K +18,776 +4%
TI
254
tru Independence
Oregon
$14.9M +$4.48M +135,794 +43%
CFO
255
CVA Family Office
Colorado
$14.9M -$11.7K -354 -0.1%
PWM
256
Parkworth Wealth Management
California
$14.8M -$103K -3,128 -0.7%
Stifel Financial
257
Stifel Financial
Missouri
$14.7M +$500K +15,168 +4%
HWM
258
Hemington Wealth Management
Virginia
$14.6M -$440K -13,340 -3%
DWM
259
Diversify Wealth Management
Utah
$14.6M -$2.63M -81,381 -15%
FWP
260
Firethorn Wealth Partners
Georgia
$14.4M -$245K -7,422 -2%
SC
261
Scratch Capital
Idaho
$14.3M +$2.96M +89,726 +26%
SC
262
Schubert & Co
Texas
$13.9M +$468K +14,176 +3%
CWMA
263
Capstone Wealth Management (Alabama)
Alabama
$13.8M -$233K -7,062 -2%
FFA
264
Farther Finance Advisors
California
$13.2M +$3.01M +90,841 +29%
VWA
265
Visionary Wealth Advisors
Illinois
$13.1M +$762K +23,093 +6%
XPN
266
XY Planning Network
Montana
$13M +$4.13M +125,225 +47%
CCA
267
Cravens & Co Advisors
Tennessee
$12.9M +$558K +16,920 +5%
DWA
268
Delap Wealth Advisory
Oregon
$12.8M +$188K +5,685 +1%
FWMP
269
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$12.8M -$1.62M -49,136 -11%
RFC
270
Regions Financial Corp
Alabama
$12.4M -$21.3K -647 -0.2%
IAN
271
Integrated Advisors Network
Texas
$12.2M -$719K -21,794 -6%
TIAM2
272
Tru Independence Asset Management 2
Oregon
$12.2M +$1.03M +31,305 +9%
Northwestern Mutual Wealth Management
273
Northwestern Mutual Wealth Management
Wisconsin
$12.1M +$287K +8,686 +2%
FOA
274
Five Oceans Advisors
California
$12M +$794K +24,081 +7%
FOR
275
Family Office Research
Maryland
$11.9M +$391K +11,861 +3%
9 10
11
12 13