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Dimensional US Core Equity 2 ETF
DFAC

Overview Fund Activity

987 hedge funds and large institutions have $25.6B invested in Dimensional US Core Equity 2 ETF in 2025 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 405 increasing their positions, 316 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
987
Holders Change
-4
Holders Change %
-0.4%
% of All Funds
13.41%
Holding in Top 10
259
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-1.15%
% of All Funds
3.52%
New
61
Increased
405
Reduced
316
Closed
41
Calls
$1.54M
Puts
$20K
Net Calls
+$1.52M
Net Calls Change
+$133K

Top Buyers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$240M
2
IA
Integrity Alliance
Iowa
+$71.7M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$49M
4
Osaic Holdings
Osaic Holdings
Arizona
+$43.4M
5
AC
Apella Capital
Connecticut
+$38.7M

Top Sellers

1
CW
Curio Wealth
Maryland
-$9.11B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$167M
3
HIGP
Hill Investment Group Partners
Missouri
-$130M
4
EP
Essential Planning
New Hampshire
-$127M
5
SIM
Stratos Investment Management
Ohio
-$49.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
W
376
WPWealth
Texas
$4.5M +$8.25K +250 +0.2%
WA
377
Wealth Architects
California
$4.44M +$349K +10,569 +9%
ACA
378
Aptus Capital Advisors
Alabama
$4.43M +$464K +14,080 +12%
PFG
379
Prospect Financial Group
Virginia
$4.43M +$75.2K +2,278 +2%
TCA
380
Transcend Capital Advisors
New Jersey
$4.39M +$4.09M +124,106 +1,365%
MGIA
381
Moneta Group Investment Advisors
Missouri
$4.37M -$204K -6,175 -4%
Citigroup
382
Citigroup
New York
$4.36M +$925K +28,026 +27%
MCM
383
MAI Capital Management
Ohio
$4.32M +$165 +5 +0%
CW
384
Curio Wealth
Maryland
$4.31M -$9.11B -109,967 -100%
SSW
385
Stone Summit Wealth
Florida
$4.27M +$218K +6,605 +5%
SDWIA
386
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$4.21M +$198K +5,998 +5%
CIA
387
Caerus Investment Advisors
Texas
$4.17M – – –
KF
388
Krilogy Financial
Missouri
$4.1M +$3.76K +114 +0.1%
AFA
389
Alpha Financial Advisors
North Carolina
$4.1M -$12.9K -390 -0.3%
MA
390
Mutual Advisors
Nebraska
$4.08M +$247K +7,689 +6%
DADC
391
D.A. Davidson & Co
Montana
$4.06M -$70.7K -2,143 -2%
Brown Advisory
392
Brown Advisory
Maryland
$3.99M +$1.12M +34,075 +39%
WWM
393
Western Wealth Management
Colorado
$3.96M -$579K -17,540 -13%
VCP
394
Vista Capital Partners
Oregon
$3.93M -$331K -10,039 -8%
PTC
395
Private Trust Company
Ohio
$3.91M -$226K -6,844 -5%
WRPWM
396
Werba Rubin Papier Wealth Management
California
$3.86M +$645K +19,556 +20%
KFGG
397
Keystone Financial Group (Georgia)
Georgia
$3.84M +$493K +15,092 +15%
AWA
398
Arbor Wealth Advisors
Michigan
$3.82M -$48.7K -1,475 -1%
LWM
399
Lakeridge Wealth Management
Ohio
$3.81M +$167K +5,066 +5%
EMC
400
Everest Management Corp
California
$3.76M – – –
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16
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