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Dimensional US Core Equity 2 ETF
DFAC

Overview Fund Activity

820 hedge funds and large institutions have $22.2B invested in Dimensional US Core Equity 2 ETF in 2024 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 332 increasing their positions, 243 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
820
Holders Change
+26
Holders Change %
+3.27%
% of All Funds
11.93%
Holding in Top 10
202
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.5%
% of All Funds
2.94%
New
65
Increased
332
Reduced
243
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SC
Savant Capital
Illinois
$315M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
$1.48B
3
ATI
ARK & TLK Investments
Oklahoma
$62.9M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.72B
5
AC
Apella Capital
Connecticut
$274M

Top Sellers

1
FFM
Forum Financial Management
Illinois
$1.2B
2
LNC
Lincoln National Corp
Pennsylvania
$0
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$319M
4
BSW
Buckingham Strategic Wealth
Missouri
$1.2B
5
GWM
Grand Wealth Management
Michigan
$71.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
301
Fidelity Investments
Massachusetts
$4.93M +$895K +27,775 +22%
CSWM
302
Cassady Schiller Wealth Management
Ohio
$4.85M -$26.4K -818 -0.5%
MFIM
303
Mesirow Financial Investment Management
Illinois
$4.83M +$615K +19,071 +15%
IWS
304
Integrity Wealth Solutions
Colorado
$4.78M +$2.66M +82,375 +125%
CNC
305
Citizens & Northern Corp
Pennsylvania
$4.77M -$61.8K -1,917 -1%
TC
306
TownSquare Capital
Utah
$4.77M +$122K +3,775 +3%
WCWM
307
Willow Creek Wealth Management
California
$4.74M -$23.1K -716 -0.5%
MGIA
308
Moneta Group Investment Advisors
Missouri
$4.64M +$268K +8,322 +6%
MWM
309
Meridian Wealth Management
Kentucky
$4.57M +$4.57M +141,873 New
SIC
310
Samalin Investment Counsel
New York
$4.57M -$21.1K -655 -0.5%
FC
311
Financial Council
Maryland
$4.57M +$31.6K +981 +0.7%
AAS
312
Avantax Advisory Services
Texas
$4.56M +$221K +6,852 +5%
WWM
313
Western Wealth Management
Colorado
$4.43M -$81.1K -2,517 -2%
KF
314
Krilogy Financial
Missouri
$4.29M +$592K +18,351 +16%
PTC
315
Private Trust Company
Ohio
$4.29M +$412K +12,769 +11%
CC
316
Copperleaf Capital
North Carolina
$4.22M -$30K -931 -0.7%
BPWM
317
Black Point Wealth Management
Florida
$4.19M +$4.19M +129,952 New
DADC
318
D.A. Davidson & Co
Montana
$4.1M -$26.7K -829 -0.6%
AFA
319
Alpha Financial Advisors
North Carolina
$4.09M -$199K -6,161 -5%
CIA
320
Caerus Investment Advisors
Texas
$4.07M – – –
CC
321
Callan Capital
California
$4.05M – – –
AQR Capital Management
322
AQR Capital Management
Connecticut
$4.04M +$1.56M +48,278 +63%
MA
323
Mutual Advisors
Nebraska
$3.89M +$96.1K +2,917 +3%
NAS
324
Nicolet Advisory Services
Wisconsin
$3.89M -$293K -8,914 -7%
WA
325
Wealth Architects
California
$3.83M -$135K -4,178 -3%
11 12
13
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