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Dimensional US Core Equity 2 ETF
DFAC

Overview Fund Activity

853 hedge funds and large institutions have $24.4B invested in Dimensional US Core Equity 2 ETF in 2024 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 357 increasing their positions, 238 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
853
Holders Change
+32
Holders Change %
+3.9%
% of All Funds
12.34%
Holding in Top 10
209
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+2.96%
% of All Funds
3.02%
New
65
Increased
357
Reduced
238
Closed
23
Calls
$2.61M
Puts
–
Net Calls
+$2.61M
Net Calls Change
+$2.61M

Top Buyers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$1.31B
2
WANY
Wealthspire Advisors (New York)
New York
+$262M
3
WA
Wealthstream Advisors
New York
+$119M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$108M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$82.7M

Top Sellers

1
MSWM
McGlone Suttner Wealth Management
Wisconsin
-$62.8M
2
LWM
Liberty Wealth Management
California
-$26.7M
3
SWG
Summit Wealth Group
Vermont
-$25.5M
4
DWM
Diversify Wealth Management
Utah
-$21.4M
5
SW
Simplicity Wealth
New Jersey
-$17.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
1WM
351
1900 Wealth Management
Texas
$3.43M -$92.9K -2,708 -3%
AWM
352
Aprio Wealth Management
Georgia
$3.38M +$171 +5 +0%
QCM
353
Quantinno Capital Management
New York
$3.34M +$2.63M +76,823 +371%
PGFC
354
Peapack-Gladstone Financial Corp
New Jersey
$3.33M -$41.1K -1,200 -1%
WRPWM
355
Werba Rubin Papier Wealth Management
California
$3.33M +$7.24K +211 +0.2%
LWM
356
Lakeridge Wealth Management
Ohio
$3.31M +$301K +8,777 +10%
ACM
357
Advisors Capital Management
New Jersey
$3.3M -$20.6K -600 -0.6%
TFA
358
Tranquilli Financial Advisor
New Jersey
$3.27M -$29.4K -858 -0.9%
PP
359
Prosperity Planning
Missouri
$3.25M -$25.3K -739 -0.8%
WP
360
Wealthspan Partners
Iowa
$3.24M +$70.1K +2,045 +2%
LAM
361
LifePro Asset Management
California
$3.23M -$289K -8,429 -8%
LFAS
362
Level Four Advisory Services
Texas
$3.19M +$63.9K +1,880 +2%
TCWM
363
Total Clarity Wealth Management
Illinois
$3.19M +$46.6K +1,360 +1%
Susquehanna International Group
364
Susquehanna International Group
Pennsylvania
$3.16M +$13.6K +398 +0.4%
FCH
365
Freestone Capital Holdings
Washington
$3.15M – – –
C
366
CEDRUS
Colorado
$3.13M +$3.13M +91,243 New
YWS
367
Yarger Wealth Strategies
Ohio
$3.11M +$8.68K +253 +0.3%
LWM
368
LJI Wealth Management
Indiana
$3.07M -$22K -641 -0.7%
WFA
369
WestHill Financial Advisors
California
$2.99M – – –
2L
370
25 LLC
Missouri
$2.97M -$9.57K -279 -0.3%
FAIM
371
Financial Advocates Investment Management
Washington
$2.96M -$89.5K -2,610 -3%
PA
372
Parkside Advisors
California
$2.93M – – –
CWP
373
Concord Wealth Partners
Virginia
$2.92M +$6.76K +197 +0.2%
TIAA Trust, National Association
374
TIAA Trust, National Association
North Carolina
$2.81M +$16.7K +488 +0.6%
CL
375
Choreo LLC
Illinois
$2.81M +$3.4K +100 +0.1%
13 14
15
16 17