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Dimensional US Core Equity 2 ETF
DFAC

Overview Fund Activity

853 hedge funds and large institutions have $24.4B invested in Dimensional US Core Equity 2 ETF in 2024 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 357 increasing their positions, 238 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
853
Holders Change
+32
Holders Change %
+3.9%
% of All Funds
12.34%
Holding in Top 10
209
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+2.96%
% of All Funds
3.02%
New
65
Increased
357
Reduced
238
Closed
23
Calls
$2.61M
Puts
–
Net Calls
+$2.61M
Net Calls Change
+$2.61M

Top Buyers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$1.31B
2
WANY
Wealthspire Advisors (New York)
New York
+$262M
3
WA
Wealthstream Advisors
New York
+$119M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$108M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$82.7M

Top Sellers

1
MSWM
McGlone Suttner Wealth Management
Wisconsin
-$62.8M
2
LWM
Liberty Wealth Management
California
-$26.7M
3
SWG
Summit Wealth Group
Vermont
-$25.5M
4
DWM
Diversify Wealth Management
Utah
-$21.4M
5
SW
Simplicity Wealth
New Jersey
-$17.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
BPWM
326
Black Point Wealth Management
Florida
$4.64M +$185K +5,385 +4%
RJT
327
Raymond James Trust
Florida
$4.42M -$1.62M -47,116 -27%
DADC
328
D.A. Davidson & Co
Montana
$4.36M -$1.37K -40 -0%
AFA
329
Alpha Financial Advisors
North Carolina
$4.34M -$16.9K -494 -0.4%
CIA
330
Caerus Investment Advisors
Texas
$4.33M – – –
KF
331
Krilogy Financial
Missouri
$4.26M -$301K -8,787 -7%
SSW
332
Stone Summit Wealth
Florida
$4.25M +$647K +18,881 +18%
CC
333
Callan Capital
California
$4.25M -$63.3K -1,846 -1%
SDWIA
334
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$4.22M +$168K +4,909 +4%
WA
335
Wealth Architects
California
$4.17M +$95.8K +2,793 +2%
MA
336
Mutual Advisors
Nebraska
$4.07M -$11.7K -338 -0.3%
AWA
337
Arbor Wealth Advisors
Michigan
$4.02M – – –
NAS
338
Nicolet Advisory Services
Wisconsin
$4.02M -$1.02K -30 -0%
W
339
WPWealth
Texas
$3.87M +$123K +3,591 +3%
IFA
340
Index Fund Advisors
California
$3.8M -$22.9K -669 -0.6%
TWM
341
TCFG Wealth Management
California
$3.76M +$3.76M +109,622 New
AWM
342
AE Wealth Management
Kansas
$3.69M +$526K +15,328 +17%
Vanguard Group
343
Vanguard Group
Pennsylvania
$3.66M +$16.9K +493 +0.5%
MWM
344
Mission Wealth Management
California
$3.6M -$107K -3,119 -3%
SWA
345
Stratos Wealth Advisors
Ohio
$3.58M +$91.8K +2,676 +3%
CMBA
346
C.M. Bidwell & Associates
Hawaii
$3.56M +$1.41K +41 +0%
CG
347
Caprock Group
Idaho
$3.53M +$168K +4,886 +5%
BFA
348
Buttonwood Financial Advisors
Maryland
$3.52M -$54.4K -1,585 -2%
BI
349
Beckerman Institutional
New Jersey
$3.46M +$3.46M +100,804 New
RPGK
350
Retirement Planning Group (Kansas)
Kansas
$3.45M +$246K +7,170 +8%
12 13
14
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