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Dimensional US Core Equity 2 ETF
DFAC

Overview Fund Activity

820 hedge funds and large institutions have $22.2B invested in Dimensional US Core Equity 2 ETF in 2024 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 332 increasing their positions, 243 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
820
Holders Change
+26
Holders Change %
+3.27%
% of All Funds
11.93%
Holding in Top 10
202
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.5%
% of All Funds
2.94%
New
65
Increased
332
Reduced
243
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SC
Savant Capital
Illinois
$315M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
$1.48B
3
ATI
ARK & TLK Investments
Oklahoma
$62.9M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.72B
5
AC
Apella Capital
Connecticut
$274M

Top Sellers

1
FFM
Forum Financial Management
Illinois
$1.2B
2
LNC
Lincoln National Corp
Pennsylvania
$0
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$319M
4
BSW
Buckingham Strategic Wealth
Missouri
$1.2B
5
GWM
Grand Wealth Management
Michigan
$71.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
SDWIA
326
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$3.81M -$3.88M -120,244 -50%
AWA
327
Arbor Wealth Advisors
Michigan
$3.78M – – –
VVP
328
Venture Visionary Partners
Ohio
$3.73M +$49.5K +1,536 +1%
IFA
329
Index Fund Advisors
California
$3.59M +$178K +5,526 +5%
W
330
WPWealth
Texas
$3.52M +$10.5K +327 +0.3%
MWM
331
Mission Wealth Management
California
$3.48M -$2.23M -69,219 -39%
GAM
332
GEM Asset Management
Michigan
$3.44M +$219K +6,787 +7%
Vanguard Group
333
Vanguard Group
Pennsylvania
$3.42M +$53K +1,643 +2%
SSW
334
Stone Summit Wealth
Florida
$3.39M +$260K +8,076 +8%
BFA
335
Buttonwood Financial Advisors
Maryland
$3.36M – – –
CMBA
336
C.M. Bidwell & Associates
Hawaii
$3.35M +$201K +6,248 +6%
LAM
337
LifePro Asset Management
California
$3.31M -$28.5K -883 -0.9%
1WM
338
1900 Wealth Management
Texas
$3.31M -$4.02M -124,822 -55%
SWA
339
Stratos Wealth Advisors
Ohio
$3.28M +$3.28M +101,662 New
AWM
340
Aprio Wealth Management
Georgia
$3.18M +$77.7K +2,410 +3%
H
341
HoyleCohen
California
$3.18M -$260K -8,054 -8%
PGFC
342
Peapack-Gladstone Financial Corp
New Jersey
$3.17M +$1.09M +33,805 +52%
CG
343
Caprock Group
Idaho
$3.16M +$2.41M +74,813 +322%
ACM
344
Advisors Capital Management
New Jersey
$3.13M +$1.48M +45,911 +90%
WRPWM
345
Werba Rubin Papier Wealth Management
California
$3.12M +$32.6K +1,011 +1%
ACA
346
Aptus Capital Advisors
Alabama
$3.11M +$51.2K +1,587 +2%
WCA
347
Waypoint Capital Advisors
Minnesota
$3.1M +$1.97K +61 +0.1%
TFA
348
Tranquilli Financial Advisor
New Jersey
$3.1M +$36.3K +1,126 +1%
PP
349
Prosperity Planning
Missouri
$3.08M -$874K -27,113 -22%
RPGK
350
Retirement Planning Group (Kansas)
Kansas
$3.01M -$114K -3,521 -4%
12 13
14
15 16