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Dimensional US Core Equity 2 ETF
DFAC

Overview Fund Activity

795 hedge funds and large institutions have $21.2B invested in Dimensional US Core Equity 2 ETF in 2024 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 348 increasing their positions, 207 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
795
Holders Change
+34
Holders Change %
+4.47%
% of All Funds
11.52%
Holding in Top 10
202
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+1.51%
% of All Funds
2.93%
New
70
Increased
348
Reduced
207
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FPAS
Focus Partners Advisor Solutions
Missouri
+$199M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$135M
3
GM
GeoWealth Management
Illinois
+$91.2M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$72.8M
5
SIM
Stratos Investment Management
Ohio
+$47.2M

Top Sellers

1
MHS
M Holdings Securities
Oregon
-$71.8M
2
PCA
Prosperity Capital Advisors
Ohio
-$49.9M
3
MSWM
McGlone Suttner Wealth Management
Wisconsin
-$35.5M
4
FFM
Forum Financial Management
Illinois
-$29.4M
5
SC
Savant Capital
Illinois
-$18.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
KF
326
Krilogy Financial
Missouri
$3.67M +$2.94K +92 +0.1%
VVP
327
Venture Visionary Partners
Ohio
$3.65M -$756K -23,651 -17%
W
328
WPWealth
Texas
$3.48M +$7.16K +224 +0.2%
GWM
329
Geneos Wealth Management
Colorado
$3.46M +$770K +24,112 +29%
H
330
HoyleCohen
California
$3.41M -$2.43K -76 -0.1%
IFA
331
Index Fund Advisors
California
$3.38M -$7.67K -240 -0.2%
Vanguard Group
332
Vanguard Group
Pennsylvania
$3.34M +$24.9K +779 +0.8%
BFA
333
Buttonwood Financial Advisors
Maryland
$3.33M -$12.8K -400 -0.4%
LAM
334
LifePro Asset Management
California
$3.31M +$383K +11,999 +13%
GOCP
335
Great Oak Capital Partners
Massachusetts
$3.21M +$195K +6,103 +6%
AWM
336
AE Wealth Management
Kansas
$3.15M -$14.4M -449,387 -82%
CMBA
337
C.M. Bidwell & Associates
Hawaii
$3.12M +$142K +4,448 +5%
SSW
338
Stone Summit Wealth
Florida
$3.1M +$86.9K +2,719 +3%
RPGK
339
Retirement Planning Group (Kansas)
Kansas
$3.1M -$76.6K -2,397 -2%
2L
340
25 LLC
Missouri
$3.09M +$895 +28 +0%
WCA
341
Waypoint Capital Advisors
Minnesota
$3.07M +$9.01K +282 +0.3%
AWM
342
Aprio Wealth Management
Georgia
$3.07M -$369K -11,553 -11%
WRPWM
343
Werba Rubin Papier Wealth Management
California
$3.06M -$51.8K -1,622 -2%
TFA
344
Tranquilli Financial Advisor
New Jersey
$3.04M +$233K +7,277 +8%
ACA
345
Aptus Capital Advisors
Alabama
$3.03M +$84.8K +2,653 +3%
GAM
346
GEM Asset Management
Michigan
$3.02M +$31K +1,024 +1%
M&T Bank
347
M&T Bank
New York
$3.01M +$2.35M +73,700 +362%
YWS
348
Yarger Wealth Strategies
Ohio
$2.99M +$2.99M +93,669 New
FAIM
349
Financial Advocates Investment Management
Washington
$2.97M -$42.5K -1,331 -1%
FCH
350
Freestone Capital Holdings
Washington
$2.94M -$243K -7,605 -8%
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