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Dimensional US Core Equity 2 ETF
DFAC

Overview Fund Activity

991 hedge funds and large institutions have $26.6B invested in Dimensional US Core Equity 2 ETF in 2024 Q4 according to their latest regulatory filings, with 172 funds opening new positions, 333 increasing their positions, 284 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
991
Holders Change
+138
Holders Change %
+16.18%
% of All Funds
13.19%
Holding in Top 10
262
Holding in Top 10 Change
+53
Holding in Top 10 Change %
+25.36%
% of All Funds
3.49%
New
172
Increased
333
Reduced
284
Closed
18
Calls
$1.38M
Puts
–
Net Calls
+$1.38M
Net Calls Change
-$1.22M

Top Buyers

1
EP
Essential Planning
New Hampshire
+$137M
2
FPAS
Focus Partners Advisor Solutions
Missouri
+$103M
3
GM
GeoWealth Management
Illinois
+$101M
4
AC
Apella Capital
Connecticut
+$61.9M
5
SIM
Stratos Investment Management
Ohio
+$58.4M

Top Sellers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$124M
2
UBS Group
UBS Group
Switzerland
-$57.5M
3
SFS
Sowell Financial Services
Arkansas
-$34.1M
4
SC
Savant Capital
Illinois
-$28.7M
5
HSG
Helen Stephens Group
Texas
-$25.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCI
351
Financial Counselors Inc
Kansas
$5.48M -$20.3K -588 -0.4%
AWP
352
Abacus Wealth Partners
California
$5.43M -$69.9K -2,021 -1%
AWM
353
Apollon Wealth Management
South Carolina
$5.37M +$35.1K +1,014 +0.7%
PWA
354
Physician Wealth Advisors
Utah
$5.25M -$168K -4,854 -3%
WCWM
355
Willow Creek Wealth Management
California
$5.24M +$113K +3,263 +2%
RPCA
356
Running Point Capital Advisors
California
$5.19M -$38K -1,099 -0.7%
BPWM
357
Black Point Wealth Management
Florida
$5.18M +$500K +14,461 +11%
MWML
358
M Wealth Management LLC
California
$5.15M +$5.15M +148,814 New
IWS
359
Integrity Wealth Solutions
Colorado
$5.13M +$1.9K +55 +0%
HWMC
360
Heritage Wealth Management (California)
California
$5.11M -$327K -9,461 -6%
FC
361
Financial Council
Maryland
$5.11M +$154K +4,463 +3%
CSWM
362
Cassady Schiller Wealth Management
Ohio
$5.08M -$125K -3,603 -2%
HCM
363
Hutchinson Capital Management
California
$5M -$202K -5,843 -4%
AWA
364
Acorn Wealth Advisors
Michigan
$4.87M +$4.46M +128,849 +1,081%
CC
365
Copperleaf Capital
North Carolina
$4.86M +$170K +4,927 +4%
FFG
366
First Financial Group
North Carolina
$4.84M +$4.84M +139,800 New
GAM
367
GEM Asset Management
Michigan
$4.82M +$13.7K +396 +0.3%
MGIA
368
Moneta Group Investment Advisors
Missouri
$4.8M +$30.5K +883 +0.6%
Envestnet Portfolio Solutions
369
Envestnet Portfolio Solutions
Illinois
$4.78M -$361K -10,447 -7%
WWM
370
Western Wealth Management
Colorado
$4.76M -$65.8K -1,902 -1%
W
371
WPWealth
Texas
$4.71M +$810K +23,412 +21%
Thrivent Financial for Lutherans
372
Thrivent Financial for Lutherans
Minnesota
$4.57M +$2.13M +61,024 +87%
PFG
373
Prospect Financial Group
Virginia
$4.56M +$4.56M +131,932 New
MCM
374
MAI Capital Management
Ohio
$4.53M -$854K -24,676 -16%
VCP
375
Vista Capital Partners
Oregon
$4.47M -$1.61M -46,555 -26%
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