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Dimensional US Core Equity 2 ETF
DFAC

Overview Fund Activity

853 hedge funds and large institutions have $24.4B invested in Dimensional US Core Equity 2 ETF in 2024 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 357 increasing their positions, 238 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
853
Holders Change
+32
Holders Change %
+3.9%
% of All Funds
12.34%
Holding in Top 10
209
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+2.96%
% of All Funds
3.02%
New
65
Increased
357
Reduced
238
Closed
23
Calls
$2.61M
Puts
–
Net Calls
+$2.61M
Net Calls Change
+$2.61M

Top Buyers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$1.31B
2
WANY
Wealthspire Advisors (New York)
New York
+$262M
3
WA
Wealthstream Advisors
New York
+$119M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$108M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$82.7M

Top Sellers

1
MSWM
McGlone Suttner Wealth Management
Wisconsin
-$62.8M
2
LWM
Liberty Wealth Management
California
-$26.7M
3
SWG
Summit Wealth Group
Vermont
-$25.5M
4
DWM
Diversify Wealth Management
Utah
-$21.4M
5
SW
Simplicity Wealth
New Jersey
-$17.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CNC
301
Citizens & Northern Corp
Pennsylvania
$5.61M +$534K +15,573 +11%
BWA
302
BlueSky Wealth Advisors
North Carolina
$5.6M -$1.3K -38 -0%
IA
303
IFG Advisors
Missouri
$5.58M -$38.2K -1,114 -0.7%
AWM
304
Ariadne Wealth Management
California
$5.52M -$185K -5,170 -3%
AWP
305
Abacus Wealth Partners
California
$5.45M -$381K -11,113 -7%
FCI
306
Financial Counselors Inc
Kansas
$5.45M -$13.6K -398 -0.2%
PWA
307
Physician Wealth Advisors
Utah
$5.44M -$1.13M -32,568 -17%
HWMC
308
Heritage Wealth Management (California)
California
$5.39M -$648K -18,902 -11%
MCM
309
MAI Capital Management
Ohio
$5.34M -$892 -26 -0%
AAS
310
Avantax Advisory Services
Texas
$5.32M +$476K +13,896 +10%
AWM
311
Apollon Wealth Management
South Carolina
$5.29M -$6.86K -200 -0.1%
RPCA
312
Running Point Capital Advisors
California
$5.18M -$239K -6,963 -4%
CSWM
313
Cassady Schiller Wealth Management
Ohio
$5.16M – – –
HCM
314
Hutchinson Capital Management
California
$5.16M -$337K -9,825 -6%
Envestnet Portfolio Solutions
315
Envestnet Portfolio Solutions
Illinois
$5.09M +$2.52M +73,587 +98%
IWS
316
Integrity Wealth Solutions
Colorado
$5.08M +$206 +6 +0%
WCWM
317
Willow Creek Wealth Management
California
$5.08M +$39.8K +1,162 +0.8%
FC
318
Financial Council
Maryland
$4.91M +$55.2K +1,610 +1%
MWM
319
Meridian Wealth Management
Kentucky
$4.85M -$17.9K -523 -0.4%
WWM
320
Western Wealth Management
Colorado
$4.78M +$73.4K +2,141 +2%
SIC
321
Samalin Investment Counsel
New York
$4.77M -$89.8K -2,619 -2%
PTC
322
Private Trust Company
Ohio
$4.74M +$177K +5,170 +4%
MGIA
323
Moneta Group Investment Advisors
Missouri
$4.73M -$214K -6,239 -4%
GAM
324
GEM Asset Management
Michigan
$4.72M +$1.1M +32,300 +30%
CC
325
Copperleaf Capital
North Carolina
$4.65M +$156K +4,540 +3%
11 12
13
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