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Dimensional US Core Equity 2 ETF
DFAC

Overview Fund Activity

1,012 hedge funds and large institutions have $28.1B invested in Dimensional US Core Equity 2 ETF in 2025 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 420 increasing their positions, 307 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,012
Holders Change
+25
Holders Change %
+2.53%
% of All Funds
13.57%
Holding in Top 10
256
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-1.16%
% of All Funds
3.43%
New
82
Increased
420
Reduced
307
Closed
35
Calls
$1.31M
Puts
$254K
Net Calls
+$1.06M
Net Calls Change
-$459K

Top Buyers

1
VAS
Vestmark Advisory Solutions
Massachusetts
+$165M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$99.9M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$94M
4
AC
AWM Capital
Arizona
+$46.8M
5
FFM
Forum Financial Management
Illinois
+$39.4M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$101M
2
HFA
Hippocratic Financial Advisors
California
-$49.2M
3
HFS
Heritage Financial Services
Massachusetts
-$33.7M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$33M
5
FPAS
Focus Partners Advisor Solutions
Missouri
-$29.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
WW
301
Waterfront Wealth
Kansas
$10.5M +$358K +9,990 +4%
RLWM
302
RF&L Wealth Management
Massachusetts
$10.3M +$63.9K +1,782 +0.6%
HFA
303
Hippocratic Financial Advisors
California
$10.1M -$49.2M -1,371,767 -83%
SWM
304
Sterling Wealth Management
Illinois
$9.96M +$9.96M +277,841 New
AF
305
Apollon Financial
South Carolina
$9.54M +$167K +4,652 +2%
RWI
306
Red Wave Investments
Pennsylvania
$9.54M -$117K -3,263 -1%
GAM
307
Gemmer Asset Management
California
$9.48M +$383K +10,688 +4%
FPCP
308
Fort Point Capital Partners
California
$9.26M -$178K -4,966 -2%
WFA
309
Websterrogers Financial Advisors
South Carolina
$8.85M -$37.9K -1,057 -0.4%
AIA
310
AssuredPartners Investment Advisors
Florida
$8.8M +$526K +14,678 +6%
NL
311
NWAM LLC
Washington
$8.73M +$558K +15,574 +7%
PAG
312
Poinciana Advisors Group
Florida
$8.56M -$121K -3,369 -1%
MFIM
313
Mesirow Financial Investment Management
Illinois
$8.49M +$524K +14,618 +7%
CW
314
CreativeOne Wealth
Kansas
$8.45M +$330K +9,215 +4%
AWM
315
Arista Wealth Management
Nevada
$8.41M +$502 +14 +0%
SPI
316
Sutton Place Investors
New York
$8.39M +$93.3K +2,603 +1%
CA
317
Clune & Associates
Illinois
$8.24M +$5.3K +148 +0.1%
CA
318
CGN Advisors
Kansas
$8.12M +$95.8K +2,673 +1%
SAM
319
Smartleaf Asset Management
Massachusetts
$8.11M +$23.8K +668 +0.3%
PA
320
PFG Advisors
Arizona
$7.97M +$401K +11,196 +5%
IAG
321
Investmark Advisory Group
Connecticut
$7.96M -$1.48M -41,389 -16%
FFP
322
Freedom Financial Partners
Minnesota
$7.96M -$124K -3,449 -2%
FIA
323
Foundations Investment Advisors
Arizona
$7.87M +$819K +22,851 +12%
WWM
324
Woodside Wealth Management
Massachusetts
$7.77M – – –
PWP
325
Parkwoods Wealth Partners
New York
$7.62M +$817K +22,797 +12%
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