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Dimensional US Core Equity 2 ETF
DFAC

Overview Fund Activity

853 hedge funds and large institutions have $24.4B invested in Dimensional US Core Equity 2 ETF in 2024 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 357 increasing their positions, 238 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
853
Holders Change
+32
Holders Change %
+3.9%
% of All Funds
12.34%
Holding in Top 10
209
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+2.96%
% of All Funds
3.02%
New
65
Increased
357
Reduced
238
Closed
23
Calls
$2.61M
Puts
–
Net Calls
+$2.61M
Net Calls Change
+$2.61M

Top Buyers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$1.31B
2
WANY
Wealthspire Advisors (New York)
New York
+$262M
3
WA
Wealthstream Advisors
New York
+$119M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$108M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$82.7M

Top Sellers

1
MSWM
McGlone Suttner Wealth Management
Wisconsin
-$62.8M
2
LWM
Liberty Wealth Management
California
-$26.7M
3
SWG
Summit Wealth Group
Vermont
-$25.5M
4
DWM
Diversify Wealth Management
Utah
-$21.4M
5
SW
Simplicity Wealth
New Jersey
-$17.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
WWA
376
WCG Wealth Advisors
Nevada
$2.78M +$184K +5,364 +7%
KA
377
Kure Advisory
Minnesota
$2.75M +$76.1K +2,219 +3%
SPIA
378
Steward Partners Investment Advisory
New York
$2.74M +$866K +25,243 +46%
AM
379
Atwater Malick
Pennsylvania
$2.7M -$93.4K -2,725 -3%
W
380
WealthCollab
Washington
$2.67M – – –
PCA
381
Pallas Capital Advisors
Massachusetts
$2.65M -$2.38K -69 -0.1%
IFS
382
Intelligent Financial Strategies
Minnesota
$2.64M +$343 +10 +0%
GOCP
383
Great Oak Capital Partners
Massachusetts
$2.64M -$214K -6,232 -7%
CCA
384
Clarity Capital Advisors
Florida
$2.61M +$3.43K +100 +0.1%
SAI
385
Savvy Advisors Inc
New York
$2.58M +$2.02M +58,886 +358%
OCM
386
Orion Capital Management
California
$2.56M -$27.3K -795 -1%
SFM
387
Signet Financial Management
New Jersey
$2.51M +$8.2K +239 +0.3%
EFA
388
Edge Financial Advisors
Illinois
$2.51M +$2.51M +73,226 New
BAAM
389
Baker Avenue Asset Management
California
$2.49M – – –
LCM
390
Liberty Capital Management
Michigan
$2.48M – – –
MWM
391
Marietta Wealth Management
Georgia
$2.47M – – –
Brown Advisory
392
Brown Advisory
Maryland
$2.44M +$10.3K +300 +0.4%
MGW
393
MB Generational Wealth
Washington
$2.41M -$6.24K -182 -0.3%
Thrivent Financial for Lutherans
394
Thrivent Financial for Lutherans
Minnesota
$2.4M +$706K +20,583 +42%
HWM
395
HFG Wealth Management
Texas
$2.4M – – –
MF
396
Montis Financial
Massachusetts
$2.39M -$211K -6,144 -8%
SWM
397
Sanctuary Wealth Management
Idaho
$2.36M +$469K +13,672 +25%
VFIC
398
Valley Forge Investment Consultants
Pennsylvania
$2.35M – – –
PWMG
399
Pioneer Wealth Management Group
Texas
$2.34M +$280K +8,161 +14%
SWM
400
Seaside Wealth Management
California
$2.28M +$24.5K +715 +1%
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