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Dimensional US Core Equity 2 ETF
DFAC

Overview Fund Activity

987 hedge funds and large institutions have $25.6B invested in Dimensional US Core Equity 2 ETF in 2025 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 405 increasing their positions, 316 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
987
Holders Change
-4
Holders Change %
-0.4%
% of All Funds
13.41%
Holding in Top 10
259
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-1.15%
% of All Funds
3.52%
New
61
Increased
405
Reduced
316
Closed
41
Calls
$1.54M
Puts
$20K
Net Calls
+$1.52M
Net Calls Change
+$133K

Top Buyers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$240M
2
IA
Integrity Alliance
Iowa
+$71.7M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$49M
4
Osaic Holdings
Osaic Holdings
Arizona
+$43.4M
5
AC
Apella Capital
Connecticut
+$38.7M

Top Sellers

1
CW
Curio Wealth
Maryland
-$9.11B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$167M
3
HIGP
Hill Investment Group Partners
Missouri
-$130M
4
EP
Essential Planning
New Hampshire
-$127M
5
SIM
Stratos Investment Management
Ohio
-$49.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
WCWM
351
Willow Creek Wealth Management
California
$5.33M +$332K +10,076 +7%
SFS
352
Sowell Financial Services
Arkansas
$5.32M +$45.3K +1,374 +0.9%
FI
353
Financial Insights
Washington
$5.3M -$1.24M -37,712 -19%
VWA
354
Valued Wealth Advisors
Utah
$5.3M -$38.5K -1,167 -0.7%
VVP
355
Venture Visionary Partners
Ohio
$5.29M – – –
FC
356
Financial Council
Maryland
$5.23M +$357K +10,825 +7%
FCI
357
Financial Counselors Inc
Kansas
$5.22M -$7.42K -225 -0.1%
AWM
358
Apollon Wealth Management
South Carolina
$5.15M +$34.9K +1,058 +0.7%
AWP
359
Abacus Wealth Partners
California
$5.05M -$130K -3,947 -3%
PWA
360
Physician Wealth Advisors
Utah
$5.01M +$4.22K +128 +0.1%
IWS
361
Integrity Wealth Solutions
Colorado
$4.95M +$55.9K +1,693 +1%
RPCA
362
Running Point Capital Advisors
California
$4.88M -$73.4K -2,225 -1%
AWM
363
Ariadne Wealth Management
California
$4.85M -$291K -8,795 -6%
AWA
364
Acorn Wealth Advisors
Michigan
$4.83M +$189K +5,726 +4%
HCM
365
Hutchinson Capital Management
California
$4.82M +$49K +1,486 +1%
FFG
366
First Financial Group
North Carolina
$4.8M +$193K +5,844 +4%
HWMC
367
Heritage Wealth Management (California)
California
$4.8M -$78.8K -2,388 -2%
KOMWMG
368
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$4.79M -$10.2M -309,893 -68%
AWM
369
Axxcess Wealth Management
California
$4.79M +$4.79M +145,265 New
AWM
370
Aprio Wealth Management
Georgia
$4.71M +$1.49M +45,130 +46%
CC
371
Copperleaf Capital
North Carolina
$4.68M +$48.2K +1,462 +1%
BW
372
Balance Wealth
Ohio
$4.68M +$4.68M +141,872 New
GAM
373
GEM Asset Management
Michigan
$4.68M +$63.2K +1,909 +1%
MWML
374
M Wealth Management LLC
California
$4.67M -$239K -7,240 -5%
BF
375
Baring Financial
Washington
$4.64M +$736K +22,321 +19%
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