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Dimensional US Core Equity 2 ETF
DFAC

Overview Fund Activity

986 hedge funds and large institutions have $25.6B invested in Dimensional US Core Equity 2 ETF in 2025 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 405 increasing their positions, 315 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
986
Holders Change
-4
Holders Change %
-0.4%
% of All Funds
13.39%
Holding in Top 10
258
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-1.15%
% of All Funds
3.5%
New
61
Increased
405
Reduced
315
Closed
41
Calls
$1.54M
Puts
$20K
Net Calls
+$1.52M
Net Calls Change
+$133K

Top Buyers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$240M
2
IA
Integrity Alliance
Iowa
+$71.7M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$49M
4
Osaic Holdings
Osaic Holdings
Arizona
+$43.4M
5
AC
Apella Capital
Connecticut
+$38.7M

Top Sellers

1
CW
Curio Wealth
Maryland
-$9.11B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$167M
3
HIGP
Hill Investment Group Partners
Missouri
-$130M
4
EP
Essential Planning
New Hampshire
-$127M
5
SIM
Stratos Investment Management
Ohio
-$49.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
WWM
326
Woodside Wealth Management
Massachusetts
$7.16M +$7.16M +216,896 New
PA
327
PFG Advisors
Arizona
$6.97M +$235K +7,110 +3%
OC
328
Optima Capital
Oregon
$6.89M +$139K +4,204 +2%
MFC
329
Morris Financial Concepts
South Carolina
$6.82M -$63.7K -1,931 -0.9%
BA
330
Bridgewater Advisors
New York
$6.56M -$121K -3,745 -2%
FIA
331
Foundations Investment Advisors
Arizona
$6.49M +$5.12M +155,341 +375%
PWS
332
Physician Wealth Solutions
Nevada
$6.49M -$573K -17,376 -8%
PWP
333
Parkwoods Wealth Partners
New York
$6.27M +$4.88M +148,009 +353%
KRW
334
Kaufman Rossin Wealth
Florida
$6.18M -$23.5K -712 -0.4%
ACS
335
Archford Capital Strategies
Illinois
$6.11M +$5.34M +161,967 +693%
MF
336
Montis Financial
Massachusetts
$6.09M -$410K -12,423 -6%
BFG
337
Berger Financial Group
Minnesota
$6.09M -$336K -10,198 -5%
IA
338
IFG Advisors
Missouri
$6.05M -$140K -4,240 -2%
NHC
339
Nicholas Hoffman & Company
Georgia
$6.01M +$66 +2 +0%
VWA
340
VSM Wealth Advisory
Maryland
$5.99M +$454K +13,769 +8%
FA
341
Fiducient Advisors
Illinois
$5.64M +$13.9K +422 +0.2%
MEG
342
Millstone Evans Group
Colorado
$5.63M -$137K -4,149 -2%
AAS
343
Avantax Advisory Services
Texas
$5.61M +$184K +5,578 +3%
Wells Fargo
344
Wells Fargo
California
$5.53M -$4.03M -122,220 -42%
CSP
345
Cary Street Partners
Virginia
$5.41M -$1.43M -43,460 -21%
MAM
346
McCarthy Asset Management
California
$5.4M -$103K -3,117 -2%
BWA
347
BlueSky Wealth Advisors
North Carolina
$5.38M – – –
HWA
348
HMV Wealth Advisors
Louisiana
$5.37M +$22.4K +679 +0.4%
CNC
349
Citizens & Northern Corp
Pennsylvania
$5.34M -$54.1K -1,640 -1%
WCWM
350
Willow Creek Wealth Management
California
$5.33M +$332K +10,076 +7%
12 13
14
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