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Dimensional US Core Equity 2 ETF
DFAC

Overview Fund Activity

853 hedge funds and large institutions have $24.4B invested in Dimensional US Core Equity 2 ETF in 2024 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 357 increasing their positions, 238 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
853
Holders Change
+32
Holders Change %
+3.9%
% of All Funds
12.34%
Holding in Top 10
209
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+2.96%
% of All Funds
3.02%
New
65
Increased
357
Reduced
238
Closed
23
Calls
$2.61M
Puts
–
Net Calls
+$2.61M
Net Calls Change
+$2.61M

Top Buyers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$1.31B
2
WANY
Wealthspire Advisors (New York)
New York
+$262M
3
WA
Wealthstream Advisors
New York
+$119M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$108M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$82.7M

Top Sellers

1
MSWM
McGlone Suttner Wealth Management
Wisconsin
-$62.8M
2
LWM
Liberty Wealth Management
California
-$26.7M
3
SWG
Summit Wealth Group
Vermont
-$25.5M
4
DWM
Diversify Wealth Management
Utah
-$21.4M
5
SW
Simplicity Wealth
New Jersey
-$17.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CSPIA
276
Cary Street Partners Investment Advisory
Virginia
$8.04M -$871K -25,411 -10%
CA
277
CGN Advisors
Kansas
$8M -$310K -9,044 -4%
TIM
278
Tortoise Investment Management
New York
$7.56M -$51.4K -1,500 -0.7%
PWS
279
Physician Wealth Solutions
Nevada
$7.44M +$5.08M +146,936 +216%
GRP
280
Global Retirement Partners
California
$7.44M +$455K +13,274 +7%
Fidelity Investments
281
Fidelity Investments
Massachusetts
$7.42M +$2.18M +63,516 +42%
MSWM
282
Mowery & Schoenfeld Wealth Management
Illinois
$7.41M -$166K -4,849 -2%
MFIM
283
Mesirow Financial Investment Management
Illinois
$7.26M +$2.13M +62,194 +42%
SAM
284
Smartleaf Asset Management
Massachusetts
$7.22M +$388K +11,361 +6%
BA
285
Bridgewater Advisors
New York
$7.21M +$263K +7,578 +4%
MFC
286
Morris Financial Concepts
South Carolina
$7.16M -$30.7K -894 -0.4%
ACP
287
Aveo Capital Partners
Colorado
$7.09M -$98K -2,857 -1%
PA
288
PFG Advisors
Arizona
$6.79M +$172K +5,030 +3%
ACA
289
Aptus Capital Advisors
Alabama
$6.78M +$3.48M +101,392 +105%
AQR Capital Management
290
AQR Capital Management
Connecticut
$6.64M +$2.34M +68,116 +54%
UWM
291
USAdvisors Wealth Management
Minnesota
$6.6M -$357K -10,456 -5%
MAM
292
McCarthy Asset Management
California
$6.4M -$196K -5,705 -3%
TC
293
TownSquare Capital
Utah
$6.3M +$1.22M +35,669 +24%
CW
294
CreativeOne Wealth
Kansas
$6.28M +$3.86M +112,676 +160%
NHC
295
Nicholas Hoffman & Company
Georgia
$6.28M +$69 +2 +0%
VWA
296
Valued Wealth Advisors
Utah
$6.03M +$284K +8,281 +5%
VCP
297
Vista Capital Partners
Oregon
$6.03M +$51.3K +1,495 +0.9%
FA
298
Fiducient Advisors
Illinois
$5.83M +$16K +468 +0.3%
Wells Fargo
299
Wells Fargo
California
$5.8M +$417K +12,157 +8%
VVP
300
Venture Visionary Partners
Ohio
$5.76M +$1.79M +52,106 +45%
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