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Dimensional US Core Equity 2 ETF
DFAC

Overview Fund Activity

795 hedge funds and large institutions have $21.2B invested in Dimensional US Core Equity 2 ETF in 2024 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 348 increasing their positions, 207 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
795
Holders Change
+34
Holders Change %
+4.47%
% of All Funds
11.52%
Holding in Top 10
202
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+1.51%
% of All Funds
2.93%
New
70
Increased
348
Reduced
207
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FPAS
Focus Partners Advisor Solutions
Missouri
+$199M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$135M
3
GM
GeoWealth Management
Illinois
+$91.2M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$72.8M
5
SIM
Stratos Investment Management
Ohio
+$47.2M

Top Sellers

1
MHS
M Holdings Securities
Oregon
-$71.8M
2
PCA
Prosperity Capital Advisors
Ohio
-$49.9M
3
MSWM
McGlone Suttner Wealth Management
Wisconsin
-$35.5M
4
FFM
Forum Financial Management
Illinois
-$29.4M
5
SC
Savant Capital
Illinois
-$18.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCA
276
Criterion Capital Advisors
Tennessee
$6.48M +$1.69M +52,819 +35%
GRP
277
Global Retirement Partners
California
$6.44M -$138K -4,311 -2%
MAM
278
McCarthy Asset Management
California
$6.29M -$46K -1,440 -0.7%
PA
279
PFG Advisors
Arizona
$6.15M +$136K +4,269 +2%
SAM
280
Smartleaf Asset Management
Massachusetts
$6.02M +$942K +29,552 +19%
NHC
281
Nicholas Hoffman & Company
Georgia
$5.85M -$32.8K -1,028 -0.6%
PWA
282
Physician Wealth Advisors
Utah
$5.8M -$2.98K -98 -0.1%
HWMC
283
Heritage Wealth Management (California)
California
$5.77M -$307K -9,596 -5%
VCP
284
Vista Capital Partners
Oregon
$5.74M +$26.5K +830 +0.5%
MWM
285
Mission Wealth Management
California
$5.67M +$2.17M +67,777 +62%
AWP
286
Abacus Wealth Partners
California
$5.48M -$81.6K -2,553 -1%
FA
287
Fiducient Advisors
Illinois
$5.4M +$11.1K +346 +0.2%
FCI
288
Financial Counselors Inc
Kansas
$5.36M +$1.79M +56,101 +50%
VWA
289
Valued Wealth Advisors
Utah
$5.3M -$1.18M -36,830 -18%
MCM
290
MAI Capital Management
Ohio
$5.25M +$147K +4,611 +3%
BWA
291
BlueSky Wealth Advisors
North Carolina
$5.22M – – –
RJT
292
Raymond James Trust
Florida
$5.08M +$363K +11,375 +8%
RPCA
293
Running Point Capital Advisors
California
$5.05M – – –
MSWM
294
Mowery & Schoenfeld Wealth Management
Illinois
$4.92M +$75.6K +2,366 +2%
CSWM
295
Cassady Schiller Wealth Management
Ohio
$4.83M -$96.4K -3,016 -2%
CNC
296
Citizens & Northern Corp
Pennsylvania
$4.79M -$326K -10,206 -6%
WCWM
297
Willow Creek Wealth Management
California
$4.72M -$92.9K -2,908 -2%
AWM
298
Apollon Wealth Management
South Carolina
$4.68M +$853K +26,693 +22%
AWM
299
Arista Wealth Management
Nevada
$4.67M +$3.88M +121,371 +489%
SP
300
Symmetry Partners
Connecticut
$4.66M -$17.7M -555,057 -79%
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