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Dimensional US Core Equity 2 ETF
DFAC

Overview Fund Activity

1,012 hedge funds and large institutions have $28.1B invested in Dimensional US Core Equity 2 ETF in 2025 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 420 increasing their positions, 307 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,012
Holders Change
+25
Holders Change %
+2.53%
% of All Funds
13.57%
Holding in Top 10
256
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-1.16%
% of All Funds
3.43%
New
82
Increased
420
Reduced
307
Closed
35
Calls
$1.31M
Puts
$254K
Net Calls
+$1.06M
Net Calls Change
-$459K

Top Buyers

1
VAS
Vestmark Advisory Solutions
Massachusetts
+$165M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$99.9M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$94M
4
AC
AWM Capital
Arizona
+$46.8M
5
FFM
Forum Financial Management
Illinois
+$39.4M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$101M
2
HFA
Hippocratic Financial Advisors
California
-$49.2M
3
HFS
Heritage Financial Services
Massachusetts
-$33.7M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$33M
5
FPAS
Focus Partners Advisor Solutions
Missouri
-$29.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CF
326
Conquis Financial
California
$7.49M -$427K -11,914 -5%
BA
327
Bridgewater Advisors
New York
$7.45M -$26.8K -726 -0.4%
OC
328
Optima Capital
Oregon
$7.39M -$98.4K -2,745 -1%
PWS
329
Physician Wealth Solutions
Nevada
$7.37M +$322K +8,990 +5%
MFC
330
Morris Financial Concepts
South Carolina
$7.32M -$95.1K -2,654 -1%
Wells Fargo
331
Wells Fargo
California
$7.07M +$1.06M +29,603 +18%
VWA
332
VSM Wealth Advisory
Maryland
$6.98M +$479K +13,376 +7%
ACS
333
Archford Capital Strategies
Illinois
$6.81M +$170K +4,753 +3%
BFG
334
Berger Financial Group
Minnesota
$6.74M +$132K +3,676 +2%
MF
335
Montis Financial
Massachusetts
$6.61M -$3.91K -109 -0.1%
NHC
336
Nicholas Hoffman & Company
Georgia
$6.56M +$30.6K +853 +0.5%
IA
337
IFG Advisors
Missouri
$6.55M -$25.4K -708 -0.4%
APWA
338
Atlas Private Wealth Advisors
New Jersey
$6.53M +$6.53M +182,138 New
KRW
339
Kaufman Rossin Wealth
Florida
$6.49M -$222K -6,203 -3%
HWA
340
HMV Wealth Advisors
Louisiana
$6.47M +$640K +17,860 +11%
GRP
341
Global Retirement Partners
California
$6.45M +$6.45M +180,037 New
WCWM
342
Willow Creek Wealth Management
California
$6.43M +$643K +17,928 +11%
AWA
343
Acorn Wealth Advisors
Michigan
$6.15M +$903K +25,201 +17%
AAS
344
Avantax Advisory Services
Texas
$6.1M +$824 +23 +0%
Thrivent Financial for Lutherans
345
Thrivent Financial for Lutherans
Minnesota
$6.08M +$4.52M +126,167 +290%
TWP
346
Triad Wealth Partners
Kansas
$6.05M +$4.28M +119,548 +243%
CC
347
Copperleaf Capital
North Carolina
$5.87M +$780K +21,753 +15%
FC
348
Financial Council
Maryland
$5.86M +$178K +4,964 +3%
BWA
349
BlueSky Wealth Advisors
North Carolina
$5.85M – – –
CNC
350
Citizens & Northern Corp
Pennsylvania
$5.78M -$25.1K -701 -0.4%
12 13
14
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