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Dimensional US Core Equity 2 ETF
DFAC

Overview Fund Activity

795 hedge funds and large institutions have $21.2B invested in Dimensional US Core Equity 2 ETF in 2024 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 348 increasing their positions, 207 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
795
Holders Change
+34
Holders Change %
+4.47%
% of All Funds
11.52%
Holding in Top 10
202
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+1.51%
% of All Funds
2.93%
New
70
Increased
348
Reduced
207
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FPAS
Focus Partners Advisor Solutions
Missouri
+$199M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$135M
3
GM
GeoWealth Management
Illinois
+$91.2M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$72.8M
5
SIM
Stratos Investment Management
Ohio
+$47.2M

Top Sellers

1
MHS
M Holdings Securities
Oregon
-$71.8M
2
PCA
Prosperity Capital Advisors
Ohio
-$49.9M
3
MSWM
McGlone Suttner Wealth Management
Wisconsin
-$35.5M
4
FFM
Forum Financial Management
Illinois
-$29.4M
5
SC
Savant Capital
Illinois
-$18.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCWM
351
Total Clarity Wealth Management
Illinois
$2.91M +$2.67M +83,426 +1,072%
LWM
352
LJI Wealth Management
Indiana
$2.87M +$30K +938 +1%
HWM
353
HFG Wealth Management
Texas
$2.85M -$3.41M -106,727 -54%
WP
354
Wealthspan Partners
Iowa
$2.84M +$650K +20,346 +30%
WFA
355
WestHill Financial Advisors
California
$2.8M – – –
EF
356
Empowered Funds
Pennsylvania
$2.75M +$2.75M +86,134 New
LFAS
357
Level Four Advisory Services
Texas
$2.75M – – –
PA
358
Parkside Advisors
California
$2.73M +$2.73M +85,409 New
CWP
359
Concord Wealth Partners
Virginia
$2.71M -$79.9K -2,500 -3%
TIAA Trust, National Association
360
TIAA Trust, National Association
North Carolina
$2.66M -$143K -4,469 -5%
Envestnet Portfolio Solutions
361
Envestnet Portfolio Solutions
Illinois
$2.62M -$267K -8,350 -9%
AM
362
Atwater Malick
Pennsylvania
$2.59M +$5.18K +162 +0.2%
MF
363
Montis Financial
Massachusetts
$2.59M +$2.59M +81,035 New
LWM
364
Lakeridge Wealth Management
Ohio
$2.53M +$382K +11,967 +18%
W
365
WealthCollab
Washington
$2.48M -$14.3K -448 -0.6%
CL
366
Choreo LLC
Illinois
$2.46M +$253K +7,924 +11%
AQR Capital Management
367
AQR Capital Management
Connecticut
$2.46M +$510K +15,955 +26%
IFS
368
Intelligent Financial Strategies
Minnesota
$2.46M -$4.35M -136,076 -64%
PCA
369
Pallas Capital Advisors
Massachusetts
$2.46M – – –
CCA
370
Clarity Capital Advisors
Florida
$2.43M +$2.36K +74 +0.1%
OCM
371
Orion Capital Management
California
$2.41M +$160 +5 +0%
KA
372
Kure Advisory
Minnesota
$2.38M +$57.7K +1,805 +2%
BAAM
373
Baker Avenue Asset Management
California
$2.32M – – –
LCM
374
Liberty Capital Management
Michigan
$2.31M – – –
MWM
375
Marietta Wealth Management
Georgia
$2.31M +$27.3K +853 +1%
13 14
15
16 17