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Dimensional US Core Equity 2 ETF
DFAC

Overview Fund Activity

1,011 hedge funds and large institutions have $28.1B invested in Dimensional US Core Equity 2 ETF in 2025 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 419 increasing their positions, 307 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,011
Holders Change
+25
Holders Change %
+2.54%
% of All Funds
13.56%
Holding in Top 10
255
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-1.16%
% of All Funds
3.42%
New
82
Increased
419
Reduced
307
Closed
35
Calls
$1.31M
Puts
$254K
Net Calls
+$1.06M
Net Calls Change
-$459K

Top Buyers

1
VAS
Vestmark Advisory Solutions
Massachusetts
$316M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
$2.03B
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.97B
4
AC
AWM Capital
Arizona
$146M
5
FFM
Forum Financial Management
Illinois
$1.39B

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
$36.5M
2
HFA
Hippocratic Financial Advisors
California
$10.1M
3
HFS
Heritage Financial Services
Massachusetts
$167M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$313M
5
FPAS
Focus Partners Advisor Solutions
Missouri
$558M
Name Holding Trade Value Shares
Change 		Shares
Change %
E
376
EntreWealth
Texas
$4.8M -$3.24M -90,529 -40%
MWML
377
M Wealth Management LLC
California
$4.79M -$285K -7,957 -6%
ACA
378
Aptus Capital Advisors
Alabama
$4.78M -$30.4K -847 -0.6%
QCM
379
Quantinno Capital Management
New York
$4.78M +$813K +22,682 +21%
CSP
380
Cary Street Partners
Virginia
$4.77M -$1.1M -30,791 -19%
SDWIA
381
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$4.75M +$175K +4,884 +4%
SSW
382
Stone Summit Wealth
Florida
$4.75M +$116K +3,232 +2%
SEI Investments
383
SEI Investments
Pennsylvania
$4.71M +$4.71M +131,368 New
VCP
384
Vista Capital Partners
Oregon
$4.68M +$408K +11,378 +10%
MA
385
Mutual Advisors
Nebraska
$4.67M -$45.7K -1,233 -1%
Northern Trust
386
Northern Trust
Illinois
$4.66M +$2.29M +64,033 +97%
MGIA
387
Moneta Group Investment Advisors
Missouri
$4.65M -$94.8K -2,644 -2%
WRPWM
388
Werba Rubin Papier Wealth Management
California
$4.6M +$411K +11,471 +10%
WB
389
WesBanco Bank
West Virginia
$4.58M +$4.58M +127,890 New
CIA
390
Caerus Investment Advisors
Texas
$4.52M -$11.8K -329 -0.3%
KF
391
Krilogy Financial
Missouri
$4.46M +$3.87K +108 +0.1%
PIA
392
Pollock Investment Advisors
Michigan
$4.46M +$2.19M +61,201 +97%
AFA
393
Alpha Financial Advisors
North Carolina
$4.42M -$40K -1,116 -0.9%
CW
394
Curio Wealth
Maryland
$4.4M +$4.39M +122,613 +235,794%
KFGG
395
Keystone Financial Group (Georgia)
Georgia
$4.38M +$93K +2,546 +2%
DADC
396
D.A. Davidson & Co
Montana
$4.31M -$95.8K -2,674 -2%
WWM
397
Western Wealth Management
Colorado
$4.3M -$7.35K -205 -0.2%
BI
398
Beckerman Institutional
New Jersey
$4.27M +$400K +11,149 +10%
OSAM
399
O'Shaughnessy Asset Management
Connecticut
$4.23M +$1.65M +46,009 +64%
BW
400
Balance Wealth
Ohio
$4.22M -$865K -24,138 -17%
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16
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