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Dimensional US Core Equity 2 ETF
DFAC

Overview Fund Activity

795 hedge funds and large institutions have $21.2B invested in Dimensional US Core Equity 2 ETF in 2024 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 348 increasing their positions, 207 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
795
Holders Change
+34
Holders Change %
+4.47%
% of All Funds
11.52%
Holding in Top 10
202
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+1.51%
% of All Funds
2.93%
New
70
Increased
348
Reduced
207
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FPAS
Focus Partners Advisor Solutions
Missouri
+$199M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$135M
3
GM
GeoWealth Management
Illinois
+$91.2M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$72.8M
5
SIM
Stratos Investment Management
Ohio
+$47.2M

Top Sellers

1
MHS
M Holdings Securities
Oregon
-$71.8M
2
PCA
Prosperity Capital Advisors
Ohio
-$49.9M
3
MSWM
McGlone Suttner Wealth Management
Wisconsin
-$35.5M
4
FFM
Forum Financial Management
Illinois
-$29.4M
5
SC
Savant Capital
Illinois
-$18.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Thrivent Financial for Lutherans
376
Thrivent Financial for Lutherans
Minnesota
$2.29M +$671K +21,013 +41%
Brown Advisory
377
Brown Advisory
Maryland
$2.26M +$707K +22,136 +46%
KCM
378
KM Capital Management
Texas
$2.26M -$331K -10,368 -13%
SFM
379
Signet Financial Management
New Jersey
$2.25M +$25.3K +792 +1%
VFIC
380
Valley Forge Investment Consultants
Pennsylvania
$2.19M – – –
GSC
381
Grey Street Capital
Illinois
$2.14M +$25.9K +810 +1%
AFA
382
American Financial Advisors
Georgia
$2.12M – – –
IWS
383
Integrity Wealth Solutions
Colorado
$2.11M +$4.09K +128 +0.2%
SWM
384
Seaside Wealth Management
California
$2.1M -$639 -20 -0%
IWM
385
IHT Wealth Management
Illinois
$2.07M +$429K +13,421 +26%
PGFC
386
Peapack-Gladstone Financial Corp
New Jersey
$2.06M +$430K +13,450 +26%
ACP
387
Aviance Capital Partners
Florida
$2.05M +$504K +15,780 +33%
MW
388
Marcum Wealth
Ohio
$2.01M -$3.61K -113 -0.2%
KFP
389
Keener Financial Planning
Texas
$2M – – –
CAMG
390
CWA Asset Management Group
Florida
$1.96M – – –
RCM
391
RB Capital Management
Nevada
$1.95M -$3.16K -99 -0.2%
CWG
392
Cornerstone Wealth Group
North Carolina
$1.95M – – –
FWP
393
Family Wealth Partners
North Carolina
$1.94M – – –
CCWM
394
Cassaday & Co Wealth Management
Virginia
$1.91M +$396K +12,381 +26%
GFWA
395
Grey Fox Wealth Advisors
Delaware
$1.89M +$1.66K +52 +0.1%
OW
396
Olistico Wealth
Oklahoma
$1.88M -$91.1K -2,850 -5%
CCA
397
Cadent Capital Advisors
Oklahoma
$1.83M -$2.74M -85,881 -60%
FFO
398
Fiduciary Family Office
Florida
$1.83M – – –
AWA
399
Aquire Wealth Advisors
Utah
$1.83M – – –
PWMG
400
Pioneer Wealth Management Group
Texas
$1.82M -$94.7K -2,963 -5%
14 15
16
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