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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 %
RLWM
301
RF&L Wealth Management
Massachusetts
$10.3M +$63.9K +1,782 +0.6%
HFA
302
Hippocratic Financial Advisors
California
$10.1M -$49.2M -1,371,767 -83%
SWM
303
Sterling Wealth Management
Illinois
$9.96M +$9.96M +277,841 New
AF
304
Apollon Financial
South Carolina
$9.54M +$167K +4,652 +2%
RWI
305
Red Wave Investments
Pennsylvania
$9.54M -$117K -3,263 -1%
GAM
306
Gemmer Asset Management
California
$9.48M +$383K +10,688 +4%
FPCP
307
Fort Point Capital Partners
California
$9.26M -$178K -4,966 -2%
WFA
308
Websterrogers Financial Advisors
South Carolina
$8.85M -$37.9K -1,057 -0.4%
AIA
309
AssuredPartners Investment Advisors
Florida
$8.8M +$526K +14,678 +6%
NL
310
NWAM LLC
Washington
$8.73M +$558K +15,574 +7%
PAG
311
Poinciana Advisors Group
Florida
$8.56M -$121K -3,369 -1%
MFIM
312
Mesirow Financial Investment Management
Illinois
$8.49M +$524K +14,618 +7%
CW
313
CreativeOne Wealth
Kansas
$8.45M +$330K +9,215 +4%
AWM
314
Arista Wealth Management
Nevada
$8.41M +$502 +14 +0%
SPI
315
Sutton Place Investors
New York
$8.39M +$93.3K +2,603 +1%
CA
316
Clune & Associates
Illinois
$8.24M +$5.3K +148 +0.1%
CA
317
CGN Advisors
Kansas
$8.12M +$95.8K +2,673 +1%
SAM
318
Smartleaf Asset Management
Massachusetts
$8.11M +$23.8K +668 +0.3%
PA
319
PFG Advisors
Arizona
$7.97M +$401K +11,196 +5%
IAG
320
Investmark Advisory Group
Connecticut
$7.96M -$1.48M -41,389 -16%
FFP
321
Freedom Financial Partners
Minnesota
$7.96M -$124K -3,449 -2%
FIA
322
Foundations Investment Advisors
Arizona
$7.87M +$819K +22,851 +12%
WWM
323
Woodside Wealth Management
Massachusetts
$7.77M – – –
PWP
324
Parkwoods Wealth Partners
New York
$7.62M +$817K +22,797 +12%
CF
325
Conquis Financial
California
$7.49M -$427K -11,914 -5%
11 12
13
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