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Dimensional US Core Equity 2 ETF
DFAC

Overview Fund Activity

991 hedge funds and large institutions have $26.6B invested in Dimensional US Core Equity 2 ETF in 2024 Q4 according to their latest regulatory filings, with 172 funds opening new positions, 333 increasing their positions, 284 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
991
Holders Change
+138
Holders Change %
+16.18%
% of All Funds
13.19%
Holding in Top 10
262
Holding in Top 10 Change
+53
Holding in Top 10 Change %
+25.36%
% of All Funds
3.49%
New
172
Increased
333
Reduced
284
Closed
18
Calls
$1.38M
Puts
–
Net Calls
+$1.38M
Net Calls Change
-$1.22M

Top Buyers

1
EP
Essential Planning
New Hampshire
+$137M
2
FPAS
Focus Partners Advisor Solutions
Missouri
+$103M
3
GM
GeoWealth Management
Illinois
+$101M
4
AC
Apella Capital
Connecticut
+$61.9M
5
SIM
Stratos Investment Management
Ohio
+$58.4M

Top Sellers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$124M
2
UBS Group
UBS Group
Switzerland
-$57.5M
3
SFS
Sowell Financial Services
Arkansas
-$34.1M
4
SC
Savant Capital
Illinois
-$28.7M
5
HSG
Helen Stephens Group
Texas
-$25.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
FPCP
301
Fort Point Capital Partners
California
$9.21M +$80.9K +2,339 +0.9%
IAG
302
Investmark Advisory Group
Connecticut
$9.14M +$989K +28,605 +12%
GAM
303
Gemmer Asset Management
California
$8.77M +$90K +2,602 +1%
RRCM
304
Rappaport Reiches Capital Management
Illinois
$8.64M -$28.1K -812 -0.3%
AQR Capital Management
305
AQR Capital Management
Connecticut
$8.52M +$1.83M +52,898 +27%
E
306
EntreWealth
Texas
$8.52M +$8.52M +250,600 New
PAG
307
Poinciana Advisors Group
Florida
$8.48M +$8.48M +245,212 New
CCA
308
Criterion Capital Advisors
Tennessee
$8.36M – – –
Fidelity Investments
309
Fidelity Investments
Massachusetts
$8.25M +$764K +22,079 +10%
LA
310
Legacy Advisors
Pennsylvania
$8.24M – – –
AWM
311
Arista Wealth Management
Nevada
$8.15M +$450 +13 +0%
SPI
312
Sutton Place Investors
New York
$8.05M -$138K -3,976 -2%
CF
313
Conquis Financial
California
$8.02M +$8.02M +231,997 New
CA
314
Clune & Associates
Illinois
$8.01M +$8.01M +231,536 New
FFP
315
Freedom Financial Partners
Minnesota
$7.9M +$7.9M +228,508 New
GRP
316
Global Retirement Partners
California
$7.81M +$308K +8,904 +4%
SAM
317
Smartleaf Asset Management
Massachusetts
$7.81M +$497K +14,349 +7%
AIA
318
AssuredPartners Investment Advisors
Florida
$7.75M +$7.75M +224,092 New
KLCM
319
KG&L Capital Management
Louisiana
$7.66M -$2.71M -78,446 -26%
TIM
320
Tortoise Investment Management
New York
$7.58M -$50.8K -1,469 -0.7%
MFIM
321
Mesirow Financial Investment Management
Illinois
$7.56M +$234K +6,770 +3%
PWS
322
Physician Wealth Solutions
Nevada
$7.4M -$35.7K -1,032 -0.5%
CA
323
CGN Advisors
Kansas
$7.37M -$701K -20,266 -9%
MFC
324
Morris Financial Concepts
South Carolina
$7.22M -$5.5K -159 -0.1%
CSP
325
Cary Street Partners
Virginia
$7.18M +$7.18M +207,478 New
11 12
13
14 15