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Dimensional US Core Equity 2 ETF
DFAC

Overview Fund Activity

991 hedge funds and large institutions have $26.6B invested in Dimensional US Core Equity 2 ETF in 2024 Q4 according to their latest regulatory filings, with 172 funds opening new positions, 333 increasing their positions, 284 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
991
Holders Change
+138
Holders Change %
+16.18%
% of All Funds
13.19%
Holding in Top 10
262
Holding in Top 10 Change
+53
Holding in Top 10 Change %
+25.36%
% of All Funds
3.49%
New
172
Increased
333
Reduced
284
Closed
18
Calls
$1.38M
Puts
–
Net Calls
+$1.38M
Net Calls Change
-$1.22M

Top Buyers

1
EP
Essential Planning
New Hampshire
+$137M
2
FPAS
Focus Partners Advisor Solutions
Missouri
+$103M
3
GM
GeoWealth Management
Illinois
+$101M
4
AC
Apella Capital
Connecticut
+$61.9M
5
SIM
Stratos Investment Management
Ohio
+$58.4M

Top Sellers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$124M
2
UBS Group
UBS Group
Switzerland
-$57.5M
3
SFS
Sowell Financial Services
Arkansas
-$34.1M
4
SC
Savant Capital
Illinois
-$28.7M
5
HSG
Helen Stephens Group
Texas
-$25.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIA
376
Caerus Investment Advisors
Texas
$4.37M +$3.77K +109 +0.1%
PTC
377
Private Trust Company
Ohio
$4.34M -$446K -12,901 -9%
DADC
378
D.A. Davidson & Co
Montana
$4.33M -$65.3K -1,889 -1%
AFA
379
Alpha Financial Advisors
North Carolina
$4.31M -$59.1K -1,708 -1%
KF
380
Krilogy Financial
Missouri
$4.3M -$1.97K -57 -0%
WA
381
Wealth Architects
California
$4.29M +$80K +2,312 +2%
SSW
382
Stone Summit Wealth
Florida
$4.25M -$42.9K -1,239 -1%
SDWIA
383
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$4.21M -$48.9K -1,415 -1%
MA
384
Mutual Advisors
Nebraska
$4.21M +$60.2K +1,710 +1%
ACA
385
Aptus Capital Advisors
Alabama
$4.16M -$2.68M -77,595 -39%
EFA
386
Edge Financial Advisors
Illinois
$4.15M +$1.62M +46,895 +64%
APW
387
Austin Private Wealth
Texas
$4.09M +$4.09M +118,361 New
BF
388
Baring Financial
Washington
$4.09M +$4.09M +118,262 New
CC
389
Callan Capital
California
$4.08M -$211K -6,089 -5%
SIC
390
Samalin Investment Counsel
New York
$4.07M -$749K -21,666 -16%
AWA
391
Arbor Wealth Advisors
Michigan
$4.06M – – –
NAS
392
Nicolet Advisory Services
Wisconsin
$4.05M -$13.6K -396 -0.3%
EMC
393
Everest Management Corp
California
$3.94M +$3.94M +114,049 New
MWM
394
Meridian Wealth Management
Kentucky
$3.92M -$972K -28,109 -20%
TWM
395
TCFG Wealth Management
California
$3.84M +$52.2K +1,508 +1%
IFA
396
Index Fund Advisors
California
$3.82M -$7.2K -208 -0.2%
LWM
397
Lakeridge Wealth Management
Ohio
$3.82M +$488K +14,106 +15%
CW
398
Curio Wealth
Maryland
$3.81M +$3.81M +110,019 New
BI
399
Beckerman Institutional
New Jersey
$3.74M +$249K +7,185 +7%
Citigroup
400
Citigroup
New York
$3.6M +$2.04M +58,986 +131%
14 15
16
17 18