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Dimensional US Core Equity 2 ETF
DFAC

Overview Fund Activity

986 hedge funds and large institutions have $25.6B invested in Dimensional US Core Equity 2 ETF in 2025 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 405 increasing their positions, 314 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
986
Holders Change
-3
Holders Change %
-0.3%
% of All Funds
13.4%
Holding in Top 10
258
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-1.15%
% of All Funds
3.51%
New
62
Increased
405
Reduced
314
Closed
41
Calls
$1.54M
Puts
$20K
Net Calls
+$1.52M
Net Calls Change
+$133K

Top Buyers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
$1.77B
2
IA
Integrity Alliance
Iowa
$72.3M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$1.33B
4
Osaic Holdings
Osaic Holdings
Arizona
$131M
5
AC
Apella Capital
Connecticut
$376M

Top Sellers

1
CW
Curio Wealth
Maryland
$4.31M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.72B
3
HIGP
Hill Investment Group Partners
Missouri
$34M
4
EP
Essential Planning
New Hampshire
$2.91M
5
SIM
Stratos Investment Management
Ohio
$109M
Name Holding Trade Value Shares
Change 		Shares
Change %
TIM
301
Tortoise Investment Management
New York
$8.91M +$1.68M +50,943 +23%
RWI
302
Red Wave Investments
Pennsylvania
$8.89M -$122K -3,713 -1%
IAG
303
Investmark Advisory Group
Connecticut
$8.69M -$28.7K -870 -0.3%
FPCP
304
Fort Point Capital Partners
California
$8.69M -$95.1K -2,883 -1%
AF
305
Apollon Financial
South Carolina
$8.63M +$8.27M +250,772 +2,305%
ACP
306
Aveo Capital Partners
Colorado
$8.48M +$1.76M +53,662 +26%
GAM
307
Gemmer Asset Management
California
$8.37M +$9.63K +292 +0.1%
RRCM
308
Rappaport Reiches Capital Management
Illinois
$8.21M -$35.8K -1,086 -0.4%
WFA
309
Websterrogers Financial Advisors
South Carolina
$8.18M -$840K -25,469 -9%
PAG
310
Poinciana Advisors Group
Florida
$7.99M -$101K -3,055 -1%
RA
311
RFG Advisory
Alabama
$7.75M -$3.99M -120,849 -34%
AWM
312
Arista Wealth Management
Nevada
$7.74M -$35.1K -1,065 -0.5%
SPI
313
Sutton Place Investors
New York
$7.64M -$40.6K -1,230 -0.5%
AIA
314
AssuredPartners Investment Advisors
Florida
$7.61M +$219K +6,642 +3%
CA
315
Clune & Associates
Illinois
$7.58M -$56.2K -1,703 -0.7%
TC
316
TownSquare Capital
Utah
$7.55M +$974K +29,535 +15%
APW
317
Austin Private Wealth
Texas
$7.53M +$3.63M +109,946 +93%
NL
318
NWAM LLC
Washington
$7.52M -$2.02M -61,382 -21%
CW
319
CreativeOne Wealth
Kansas
$7.47M +$1.32M +40,048 +21%
FFP
320
Freedom Financial Partners
Minnesota
$7.44M -$99.6K -3,019 -1%
SAM
321
Smartleaf Asset Management
Massachusetts
$7.43M +$37.5K +1,143 +0.5%
E
322
EntreWealth
Texas
$7.4M -$865K -26,219 -10%
CA
323
CGN Advisors
Kansas
$7.38M +$359K +10,887 +5%
MFIM
324
Mesirow Financial Investment Management
Illinois
$7.34M +$123K +3,732 +2%
CF
325
Conquis Financial
California
$7.29M -$365K -11,072 -5%
11 12
13
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