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Dimensional US Core Equity 2 ETF
DFAC

Overview Fund Activity

1,011 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, 419 increasing their positions, 307 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,011
Holders Change
+25
Holders Change %
+2.54%
% of All Funds
13.56%
Holding in Top 10
255
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-1.16%
% of All Funds
3.42%
New
82
Increased
419
Reduced
307
Closed
35
Calls
$1.31M
Puts
$254K
Net Calls
+$1.06M
Net Calls Change
-$459K

Top Buyers

1
VAS
1
Vestmark Advisory Solutions
Massachusetts
$316M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$2.03B
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.97B
4
AC
4
AWM Capital
Arizona
$146M
5
FFM
5
Forum Financial Management
Illinois
$1.39B

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$36.5M
2
HFA
2
Hippocratic Financial Advisors
California
$10.1M
3
HFS
3
Heritage Financial Services
Massachusetts
$167M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$313M
5
FPAS
5
Focus Partners Advisor Solutions
Missouri
$558M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAM
351
McCarthy Asset Management
California
$5.73M -$140K -3,911 -2%
SFS
352
Sowell Financial Services
Arkansas
$5.71M -$71.7K -2,000 -1%
FFG
353
First Financial Group
North Carolina
$5.69M +$468K +13,064 +9%
MT
354
Midwest Trust
Kansas
$5.66M +$5.66M +157,969 New
AWM
355
Ariadne Wealth Management
California
$5.63M +$114K +3,021 +2%
VWA
356
Valued Wealth Advisors
Utah
$5.62M -$136K -3,799 -2%
TCA
357
Transcend Capital Advisors
New Jersey
$5.61M +$838K +23,371 +18%
AWP
358
Abacus Wealth Partners
California
$5.48M -$2.19K -61 -0%
PWA
359
Physician Wealth Advisors
Utah
$5.46M +$9.96K +278 +0.2%
PFG
360
Prospect Financial Group
Virginia
$5.44M +$628K +17,516 +13%
IWS
361
Integrity Wealth Solutions
Colorado
$5.39M +$16K +446 +0.3%
AWM
362
Apollon Wealth Management
South Carolina
$5.39M -$214K -5,977 -4%
RPCA
363
Running Point Capital Advisors
California
$5.28M -$13.6K -379 -0.3%
RA
364
RFG Advisory
Alabama
$5.27M -$3.15M -87,941 -37%
BF
365
Baring Financial
Washington
$5.26M +$225K +6,265 +4%
GAM
366
GEM Asset Management
Michigan
$5.19M +$78.6K +2,170 +2%
RW
367
RVW Wealth
California
$5.17M +$5.17M +144,186 New
AWM
368
Aprio Wealth Management
Georgia
$5.07M -$45.8K -1,279 -0.9%
AWM
369
Axxcess Wealth Management
California
$5.05M -$158K -4,402 -3%
WA
370
Wealth Architects
California
$5.05M +$221K +6,180 +5%
MCM
371
MAI Capital Management
Ohio
$5.04M +$342K +9,546 +7%
HCM
372
Hutchinson Capital Management
California
$5.02M -$212K -5,904 -4%
W
373
WPWealth
Texas
$5.02M +$123K +3,445 +3%
Citigroup
374
Citigroup
New York
$4.93M +$201K +5,596 +4%
HWMC
375
Heritage Wealth Management (California)
California
$4.81M -$399K -11,121 -8%
13 14
15
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