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Dimensional US Core Equity 2 ETF
DFAC

Overview Fund Activity

820 hedge funds and large institutions have $22.2B invested in Dimensional US Core Equity 2 ETF in 2024 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 332 increasing their positions, 243 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
820
Holders Change
+26
Holders Change %
+3.27%
% of All Funds
11.93%
Holding in Top 10
202
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.5%
% of All Funds
2.94%
New
65
Increased
332
Reduced
243
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SC
Savant Capital
Illinois
+$142M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$80.9M
3
ATI
ARK & TLK Investments
Oklahoma
+$62.9M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$51.5M
5
AC
Apella Capital
Connecticut
+$42.5M

Top Sellers

1
FFM
Forum Financial Management
Illinois
-$68.2M
2
LNC
Lincoln National Corp
Pennsylvania
-$49.9M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$22.8M
4
BSW
Buckingham Strategic Wealth
Missouri
-$14.6M
5
GWM
Grand Wealth Management
Michigan
-$12.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
WP
351
Wealthspan Partners
Iowa
$2.98M +$112K +3,474 +4%
AWM
352
AE Wealth Management
Kansas
$2.98M -$201K -6,242 -6%
FCH
353
Freestone Capital Holdings
Washington
$2.97M – – –
LFAS
354
Level Four Advisory Services
Texas
$2.96M -$67.7K -2,100 -2%
Susquehanna International Group
355
Susquehanna International Group
Pennsylvania
$2.96M +$2.96M +91,671 New
TCWM
356
Total Clarity Wealth Management
Illinois
$2.95M +$12.4K +385 +0.4%
YWS
357
Yarger Wealth Strategies
Ohio
$2.92M -$102K -3,149 -3%
LWM
358
LJI Wealth Management
Indiana
$2.91M +$16.6K +515 +0.6%
FAIM
359
Financial Advocates Investment Management
Washington
$2.86M -$133K -4,110 -4%
LWM
360
Lakeridge Wealth Management
Ohio
$2.83M +$277K +8,580 +11%
WFA
361
WestHill Financial Advisors
California
$2.81M -$19.9K -617 -0.7%
2L
362
25 LLC
Missouri
$2.8M -$318K -9,854 -10%
PA
363
Parkside Advisors
California
$2.75M – – –
CWP
364
Concord Wealth Partners
Virginia
$2.74M +$3.9K +121 +0.1%
GOCP
365
Great Oak Capital Partners
Massachusetts
$2.66M -$546K -17,120 -17%
CL
366
Choreo LLC
Illinois
$2.65M +$169K +5,257 +7%
TIAA Trust, National Association
367
TIAA Trust, National Association
North Carolina
$2.63M -$48.5K -1,505 -2%
AM
368
Atwater Malick
Pennsylvania
$2.62M +$7.67K +238 +0.3%
PCA
369
Pallas Capital Advisors
Massachusetts
$2.55M -$1.16K -35 -0%
KA
370
Kure Advisory
Minnesota
$2.52M +$115K +3,566 +5%
W
371
WealthCollab
Washington
$2.51M – – –
IFS
372
Intelligent Financial Strategies
Minnesota
$2.49M +$322 +10 +0%
CCA
373
Clarity Capital Advisors
Florida
$2.45M +$3.48K +108 +0.1%
MF
374
Montis Financial
Massachusetts
$2.45M -$163K -5,047 -6%
WWA
375
WCG Wealth Advisors
Nevada
$2.44M +$763K +23,672 +46%
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15
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