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Dimensional US Core Equity 2 ETF
DFAC

Overview Fund Activity

820 hedge funds and large institutions have $22.2B invested in Dimensional US Core Equity 2 ETF in 2024 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 332 increasing their positions, 243 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
820
Holders Change
+26
Holders Change %
+3.27%
% of All Funds
11.93%
Holding in Top 10
202
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.5%
% of All Funds
2.94%
New
65
Increased
332
Reduced
243
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SC
Savant Capital
Illinois
+$142M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$80.9M
3
ATI
ARK & TLK Investments
Oklahoma
+$62.9M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$51.5M
5
AC
Apella Capital
Connecticut
+$42.5M

Top Sellers

1
FFM
Forum Financial Management
Illinois
-$68.2M
2
LNC
Lincoln National Corp
Pennsylvania
-$49.9M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$22.8M
4
BSW
Buckingham Strategic Wealth
Missouri
-$14.6M
5
GWM
Grand Wealth Management
Michigan
-$12.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
OCM
376
Orion Capital Management
California
$2.44M +$4.26K +132 +0.2%
Envestnet Portfolio Solutions
377
Envestnet Portfolio Solutions
Illinois
$2.42M -$227K -7,030 -9%
Two Sigma Investments
378
Two Sigma Investments
New York
$2.41M +$2.41M +74,700 New
HWM
379
HFG Wealth Management
Texas
$2.4M -$482K -14,936 -17%
SFM
380
Signet Financial Management
New Jersey
$2.35M +$82.1K +2,545 +4%
BAAM
381
Baker Avenue Asset Management
California
$2.34M – – –
LCM
382
Liberty Capital Management
Michigan
$2.33M – – –
MWM
383
Marietta Wealth Management
Georgia
$2.33M – – –
Brown Advisory
384
Brown Advisory
Maryland
$2.28M +$3.32K +103 +0.1%
KCM
385
KM Capital Management
Texas
$2.28M +$6.84K +212 +0.3%
CW
386
CreativeOne Wealth
Kansas
$2.28M -$2.35M -73,058 -51%
MGW
387
MB Generational Wealth
Washington
$2.27M +$535K +16,583 +31%
VFIC
388
Valley Forge Investment Consultants
Pennsylvania
$2.21M – – –
PWS
389
Physician Wealth Solutions
Nevada
$2.19M +$613K +19,014 +39%
FFA
390
Farther Finance Advisors
California
$2.17M +$797K +24,763 +58%
AFA
391
American Financial Advisors
Georgia
$2.13M – – –
SWM
392
Seaside Wealth Management
California
$2.12M +$4.35K +135 +0.2%
M&T Bank
393
M&T Bank
New York
$2.1M -$929K -28,822 -31%
KFP
394
Keener Financial Planning
Texas
$2.02M – – –
RCM
395
RB Capital Management
Nevada
$1.99M +$20K +619 +1%
CWG
396
Cornerstone Wealth Group
North Carolina
$1.96M – – –
MW
397
Marcum Wealth
Ohio
$1.96M -$66.1K -2,051 -3%
FWP
398
Family Wealth Partners
North Carolina
$1.95M – – –
PWMG
399
Pioneer Wealth Management Group
Texas
$1.94M +$102K +3,158 +6%
SA
400
SpiderRock Advisors
Delaware
$1.92M +$69.7K +2,162 +4%
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