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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 %
PCIA
276
Prime Capital Investment Advisors
Kansas
$12.7M -$7.52M -209,684 -37%
FWMP
277
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$12.5M -$1.41M -39,209 -10%
CGPCS
278
Capital Group Private Client Services
California
$12.5M +$186K +5,176 +2%
CTWM
279
Cherry Tree Wealth Management
Minnesota
$12M +$63.1K +1,760 +0.5%
WAG
280
Winthrop Advisory Group
Massachusetts
$11.9M +$63.7K +1,776 +0.5%
TWCA
281
Two West Capital Advisors
Kansas
$11.8M -$18.9K -511 -0.2%
KAM
282
Knightsbridge Asset Management
California
$11.8M -$391K -10,917 -3%
FOR
283
Family Office Research
Maryland
$11.8M -$1.22M -34,054 -9%
OA
284
Oceanside Advisors
South Carolina
$11.7M +$213K +5,947 +2%
AL
285
Aspiriant LLC
California
$11.6M +$370K +10,333 +3%
MWM
286
Melfa Wealth Management
Massachusetts
$11.3M -$314K -8,770 -3%
SWP
287
Stratos Wealth Partners
Ohio
$11.3M -$19.1K -534 -0.2%
SAG
288
SageView Advisory Group
California
$11.2M -$74.4K -2,009 -0.7%
Fidelity Investments
289
Fidelity Investments
Massachusetts
$11.1M +$864K +24,102 +8%
RFP
290
Root Financial Partners
California
$11M -$15.6M -436,396 -59%
GWWM
291
Great Waters Wealth Management
Minnesota
$11M -$779K -21,728 -7%
APW
292
Austin Private Wealth
Texas
$10.9M +$2.7M +75,354 +33%
Pathstone Holdings
293
Pathstone Holdings
New Jersey
$10.9M +$956K +26,673 +10%
CWM
294
Cedar Wealth Management
California
$10.8M – – –
AAP
295
Arax Advisory Partners
Colorado
$10.8M -$1.84M -51,233 -15%
GLR
296
Great Lakes Retirement
Ohio
$10.8M +$251 +7 +0%
AW
297
Avion Wealth
Texas
$10.8M -$367K -10,250 -3%
TIM
298
Tortoise Investment Management
New York
$10.7M +$1.02M +28,486 +11%
MHS
299
M Holdings Securities
Oregon
$10.5M +$9.89M +277,092 +1,517%
FFWA
300
Forthright Family Wealth Advisory
Texas
$10.5M -$68.6K -1,913 -0.6%
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