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Dimensional US Core Equity 2 ETF
DFAC

Overview Fund Activity

1,011 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, 419 increasing their positions, 307 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,011
Holders Change
+25
Holders Change %
+2.54%
% of All Funds
13.57%
Holding in Top 10
255
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-1.16%
% of All Funds
3.42%
New
82
Increased
419
Reduced
307
Closed
35
Calls
$1.31M
Puts
$254K
Net Calls
+$1.06M
Net Calls Change
-$459K

Top Buyers

1
VAS
1
Vestmark Advisory Solutions
Massachusetts
$316M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$2.03B
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.97B
4
AC
4
AWM Capital
Arizona
$146M
5
FFM
5
Forum Financial Management
Illinois
$1.39B

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$36.5M
2
HFA
2
Hippocratic Financial Advisors
California
$10.1M
3
HFS
3
Heritage Financial Services
Massachusetts
$167M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$313M
5
FPAS
5
Focus Partners Advisor Solutions
Missouri
$558M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWMP
276
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$12.5M -$1.41M -39,209 -10%
CGPCS
277
Capital Group Private Client Services
California
$12.5M +$186K +5,176 +2%
CTWM
278
Cherry Tree Wealth Management
Minnesota
$12M +$63.1K +1,760 +0.5%
WAG
279
Winthrop Advisory Group
Massachusetts
$11.9M +$63.7K +1,776 +0.5%
TWCA
280
Two West Capital Advisors
Kansas
$11.8M -$18.9K -511 -0.2%
KAM
281
Knightsbridge Asset Management
California
$11.8M -$391K -10,917 -3%
FOR
282
Family Office Research
Maryland
$11.8M -$1.22M -34,054 -9%
OA
283
Oceanside Advisors
South Carolina
$11.7M +$213K +5,947 +2%
AL
284
Aspiriant LLC
California
$11.6M +$370K +10,333 +3%
MWM
285
Melfa Wealth Management
Massachusetts
$11.3M -$314K -8,770 -3%
SWP
286
Stratos Wealth Partners
Ohio
$11.3M -$19.1K -534 -0.2%
SAG
287
SageView Advisory Group
California
$11.2M -$74.4K -2,009 -0.7%
Fidelity Investments
288
Fidelity Investments
Massachusetts
$11.1M +$864K +24,102 +8%
RFP
289
Root Financial Partners
California
$11M -$15.6M -436,396 -59%
GWWM
290
Great Waters Wealth Management
Minnesota
$11M -$779K -21,728 -7%
APW
291
Austin Private Wealth
Texas
$10.9M +$2.7M +75,354 +33%
Pathstone Holdings
292
Pathstone Holdings
New Jersey
$10.9M +$956K +26,673 +10%
CWM
293
Cedar Wealth Management
California
$10.8M – – –
AAP
294
Arax Advisory Partners
Colorado
$10.8M -$1.84M -51,233 -15%
GLR
295
Great Lakes Retirement
Ohio
$10.8M +$251 +7 +0%
AW
296
Avion Wealth
Texas
$10.8M -$367K -10,250 -3%
TIM
297
Tortoise Investment Management
New York
$10.7M +$1.02M +28,486 +11%
MHS
298
M Holdings Securities
Oregon
$10.5M +$9.89M +277,092 +1,517%
FFWA
299
Forthright Family Wealth Advisory
Texas
$10.5M -$68.6K -1,913 -0.6%
WW
300
Waterfront Wealth
Kansas
$10.5M +$358K +9,990 +4%
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