DFAC icon

Dimensional US Core Equity 2 ETF
DFAC

Overview Fund Activity

991 hedge funds and large institutions have $26.6B invested in Dimensional US Core Equity 2 ETF in 2024 Q4 according to their latest regulatory filings, with 172 funds opening new positions, 333 increasing their positions, 284 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
991
Holders Change
+138
Holders Change %
+16.18%
% of All Funds
13.19%
Holding in Top 10
262
Holding in Top 10 Change
+53
Holding in Top 10 Change %
+25.36%
% of All Funds
3.49%
New
172
Increased
333
Reduced
284
Closed
18
Calls
$1.38M
Puts
–
Net Calls
+$1.38M
Net Calls Change
-$1.22M

Top Buyers

1
EP
Essential Planning
New Hampshire
+$137M
2
FPAS
Focus Partners Advisor Solutions
Missouri
+$103M
3
GM
GeoWealth Management
Illinois
+$101M
4
AC
Apella Capital
Connecticut
+$61.9M
5
SIM
Stratos Investment Management
Ohio
+$58.4M

Top Sellers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$124M
2
UBS Group
UBS Group
Switzerland
-$57.5M
3
SFS
Sowell Financial Services
Arkansas
-$34.1M
4
SC
Savant Capital
Illinois
-$28.7M
5
HSG
Helen Stephens Group
Texas
-$25.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
BA
326
Bridgewater Advisors
New York
$7.15M -$58.5K -1,688 -0.8%
ACP
327
Aveo Capital Partners
Colorado
$7.09M -$60K -1,735 -0.8%
OC
328
Optima Capital
Oregon
$7.08M +$7.08M +204,675 New
PA
329
PFG Advisors
Arizona
$7.06M +$207K +5,977 +3%
TC
330
TownSquare Capital
Utah
$6.9M +$543K +15,708 +9%
FI
331
Financial Insights
Washington
$6.87M -$1.31M -37,877 -16%
MF
332
Montis Financial
Massachusetts
$6.81M +$4.39M +127,055 +182%
BFG
333
Berger Financial Group
Minnesota
$6.73M +$6.53M +188,734 +3,183%
UWM
334
USAdvisors Wealth Management
Minnesota
$6.62M -$58.2K -1,683 -0.9%
KRW
335
Kaufman Rossin Wealth
Florida
$6.51M +$6.51M +188,090 New
IA
336
IFG Advisors
Missouri
$6.49M +$864K +24,965 +15%
CW
337
CreativeOne Wealth
Kansas
$6.45M +$107K +3,084 +2%
NHC
338
Nicholas Hoffman & Company
Georgia
$6.3M -$34.3K -991 -0.5%
MEG
339
Millstone Evans Group
Colorado
$6.04M +$6.04M +174,726 New
FA
340
Fiducient Advisors
Illinois
$5.9M +$17K +491 +0.3%
VWA
341
VSM Wealth Advisory
Maryland
$5.8M +$5.8M +167,697 New
MAM
342
McCarthy Asset Management
California
$5.77M -$690K -19,957 -11%
AAS
343
Avantax Advisory Services
Texas
$5.69M +$323K +9,352 +6%
CNC
344
Citizens & Northern Corp
Pennsylvania
$5.66M – – –
BWA
345
BlueSky Wealth Advisors
North Carolina
$5.64M – – –
HWA
346
HMV Wealth Advisors
Louisiana
$5.6M +$5.6M +162,038 New
VWA
347
Valued Wealth Advisors
Utah
$5.6M -$484K -13,993 -8%
AWM
348
Ariadne Wealth Management
California
$5.56M +$55.9K +1,563 +1%
VVP
349
Venture Visionary Partners
Ohio
$5.55M -$263K -7,603 -5%
SFS
350
Sowell Financial Services
Arkansas
$5.53M -$34.1M -984,968 -86%
12 13
14
15 16