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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 %
TC
301
TownSquare Capital
Utah
$4.61M -$296K -9,263 -6%
CW
302
CreativeOne Wealth
Kansas
$4.59M +$3.42M +106,949 +291%
SIC
303
Samalin Investment Counsel
New York
$4.55M +$141K +4,405 +3%
FC
304
Financial Council
Maryland
$4.49M +$120K +3,746 +3%
WWM
305
Western Wealth Management
Colorado
$4.47M -$97.6K -3,056 -2%
GAM
306
Gemmer Asset Management
California
$4.4M +$352K +11,023 +9%
MGIA
307
Moneta Group Investment Advisors
Missouri
$4.34M -$263K -8,244 -6%
AAS
308
Avantax Advisory Services
Texas
$4.3M +$690K +21,604 +19%
AFA
309
Alpha Financial Advisors
North Carolina
$4.25M -$20.8K -652 -0.5%
CC
310
Copperleaf Capital
North Carolina
$4.21M -$41.7K -1,304 -1%
Wells Fargo
311
Wells Fargo
California
$4.21M +$1.12M +35,061 +36%
MFIM
312
Mesirow Financial Investment Management
Illinois
$4.17M +$253K +7,927 +6%
DADC
313
D.A. Davidson & Co
Montana
$4.09M +$73.9K +2,312 +2%
CIA
314
Caerus Investment Advisors
Texas
$4.03M – – –
NAS
315
Nicolet Advisory Services
Wisconsin
$4.03M -$104K -3,303 -3%
CC
316
Callan Capital
California
$4.02M -$330K -10,316 -8%
Fidelity Investments
317
Fidelity Investments
Massachusetts
$4M +$223K +6,975 +6%
WAM
318
WNY Asset Management
New York
$3.93M +$93.9K +2,938 +2%
WA
319
Wealth Architects
California
$3.93M +$53.3K +1,669 +1%
PP
320
Prosperity Planning
Missouri
$3.92M -$84K -2,630 -2%
PTC
321
Private Trust Company
Ohio
$3.84M – – –
VI
322
VanderPol Investments
Michigan
$3.79M -$348K -10,887 -8%
IA
323
IFG Advisors
Missouri
$3.78M +$615K +19,251 +19%
AWA
324
Arbor Wealth Advisors
Michigan
$3.75M – – –
MA
325
Mutual Advisors
Nebraska
$3.68M -$1.48M -46,377 -29%
11 12
13
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