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Dimensional US Core Equity 2 ETF
DFAC

Overview Fund Activity

1,012 hedge funds and large institutions have $28.1B invested in Dimensional US Core Equity 2 ETF in 2025 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 420 increasing their positions, 307 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,012
Holders Change
+25
Holders Change %
+2.53%
% of All Funds
13.57%
Holding in Top 10
256
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-1.16%
% of All Funds
3.43%
New
82
Increased
420
Reduced
307
Closed
35
Calls
$1.31M
Puts
$254K
Net Calls
+$1.06M
Net Calls Change
-$459K

Top Buyers

1
VAS
Vestmark Advisory Solutions
Massachusetts
+$165M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$99.9M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$94M
4
AC
AWM Capital
Arizona
+$46.8M
5
FFM
Forum Financial Management
Illinois
+$39.4M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$101M
2
HFA
Hippocratic Financial Advisors
California
-$49.2M
3
HFS
Heritage Financial Services
Massachusetts
-$33.7M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$33M
5
FPAS
Focus Partners Advisor Solutions
Missouri
-$29.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWM
251
Parkworth Wealth Management
California
$16.3M +$262K +7,301 +2%
Morgan Stanley
252
Morgan Stanley
New York
$16.3M -$328K -9,153 -2%
Stifel Financial
253
Stifel Financial
Missouri
$16.2M +$167K +4,656 +1%
SWG
254
Summit Wealth Group
Vermont
$15.7M -$2.37M -66,009 -13%
SFA
255
Sequoia Financial Advisors
Ohio
$15.7M -$2.18M -60,933 -12%
KMWM
256
Keudell/Morrison Wealth Management
Oregon
$15.7M +$3.23M +90,223 +26%
FFA
257
Farther Finance Advisors
California
$15.6M +$1.31M +36,480 +9%
TIAM2
258
Tru Independence Asset Management 2
Oregon
$15.6M +$2.37M +66,251 +18%
HWM
259
Hemington Wealth Management
Virginia
$15M -$894K -24,949 -6%
DWM
260
Diversify Wealth Management
Utah
$14.9M -$1.96M -52,639 -12%
FWP
261
Firethorn Wealth Partners
Georgia
$14.6M -$966K -26,967 -6%
WC
262
Wolfstich Capital
Massachusetts
$14.4M -$14.5M -403,971 -50%
CCA
263
Cravens & Co Advisors
Tennessee
$14.4M +$299K +8,354 +2%
DWA
264
Delap Wealth Advisory
Oregon
$14.3M +$293K +8,174 +2%
CWMA
265
Capstone Wealth Management (Alabama)
Alabama
$14.1M -$928K -25,883 -6%
AWM
266
Austin Wealth Management
Texas
$14M -$25.7M -701,728 -65%
VWA
267
Visionary Wealth Advisors
Illinois
$13.9M -$235K -6,546 -2%
IAN
268
Integrated Advisors Network
Texas
$13.4M +$145K +4,045 +1%
MAM
269
McLean Asset Management
Virginia
$13.2M +$189K +5,205 +1%
HWM
270
Hassell Wealth Management
Louisiana
$13.2M -$612K -16,541 -4%
SIS
271
Strategic Investment Solutions
Illinois
$13.1M -$7.32M -204,276 -36%
RFC
272
Regions Financial Corp
Alabama
$13M -$402K -11,225 -3%
FOA
273
Five Oceans Advisors
California
$13M -$30.2K -842 -0.2%
SOAG
274
Silver Oak Advisory Group
Oregon
$12.8M +$779K +21,725 +6%
VPWA
275
Vestia Personal Wealth Advisors
Indiana
$12.8M +$1.44M +40,182 +13%
9 10
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