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Dimensional US Core Equity 2 ETF
DFAC

Overview Fund Activity

991 hedge funds and large institutions have $26.6B invested in Dimensional US Core Equity 2 ETF in 2024 Q4 according to their latest regulatory filings, with 172 funds opening new positions, 333 increasing their positions, 284 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
991
Holders Change
+138
Holders Change %
+16.18%
% of All Funds
13.19%
Holding in Top 10
262
Holding in Top 10 Change
+53
Holding in Top 10 Change %
+25.36%
% of All Funds
3.49%
New
172
Increased
333
Reduced
284
Closed
18
Calls
$1.38M
Puts
–
Net Calls
+$1.38M
Net Calls Change
-$1.22M

Top Buyers

1
EP
Essential Planning
New Hampshire
+$137M
2
FPAS
Focus Partners Advisor Solutions
Missouri
+$103M
3
GM
GeoWealth Management
Illinois
+$101M
4
AC
Apella Capital
Connecticut
+$61.9M
5
SIM
Stratos Investment Management
Ohio
+$58.4M

Top Sellers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$124M
2
UBS Group
UBS Group
Switzerland
-$57.5M
3
SFS
Sowell Financial Services
Arkansas
-$34.1M
4
SC
Savant Capital
Illinois
-$28.7M
5
HSG
Helen Stephens Group
Texas
-$25.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
SOAG
276
Silver Oak Advisory Group
Oregon
$11.7M -$175K -5,062 -1%
CTWM
277
Cherry Tree Wealth Management
Minnesota
$11.5M -$393K -11,358 -3%
MWM
278
Melfa Wealth Management
Massachusetts
$11M +$13.8K +399 +0.1%
TI
279
tru Independence
Oregon
$10.9M +$298K +8,601 +3%
SWP
280
Stratos Wealth Partners
Ohio
$10.8M -$1.14M -33,056 -10%
OA
281
Oceanside Advisors
South Carolina
$10.8M +$90.5K +2,617 +0.8%
SAG
282
SageView Advisory Group
California
$10.7M -$228K -6,585 -2%
AW
283
Avion Wealth
Texas
$10.7M -$608K -17,567 -5%
FFA
284
Farther Finance Advisors
California
$10.7M +$2.42M +69,935 +29%
CWM
285
Cedar Wealth Management
California
$10.5M – – –
TWCA
286
Two West Capital Advisors
Kansas
$10.2M +$310K +8,973 +3%
GLR
287
Great Lakes Retirement
Ohio
$10.1M -$321K -9,266 -3%
Wells Fargo
288
Wells Fargo
California
$10M +$4.18M +120,762 +71%
NL
289
NWAM LLC
Washington
$10M -$30.3K -875 -0.3%
FFWA
290
Forthright Family Wealth Advisory
Texas
$9.97M +$754K +21,804 +8%
RLWM
291
RF&L Wealth Management
Massachusetts
$9.94M -$121K -3,490 -1%
AL
292
Aspiriant LLC
California
$9.76M +$346 +10 +0%
SWM
293
Sterling Wealth Management
Illinois
$9.72M -$14.5K -419 -0.1%
MAM
294
McLean Asset Management
Virginia
$9.69M -$124K -3,577 -1%
VPWA
295
Vestia Personal Wealth Advisors
Indiana
$9.67M +$944K +27,303 +11%
Pathstone Holdings
296
Pathstone Holdings
New Jersey
$9.62M -$399K -11,526 -4%
WFA
297
Websterrogers Financial Advisors
South Carolina
$9.46M -$341K -9,851 -3%
RWI
298
Red Wave Investments
Pennsylvania
$9.45M -$23.8K -688 -0.3%
WW
299
Waterfront Wealth
Kansas
$9.41M +$20.7K +599 +0.2%
XPN
300
XY Planning Network
Montana
$9.29M +$9.29M +268,631 New
10 11
12
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