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Dimensional US Core Equity 2 ETF
DFAC

Overview Fund Activity

1,011 hedge funds and large institutions have $28.1B invested in Dimensional US Core Equity 2 ETF in 2025 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 419 increasing their positions, 307 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,011
Holders Change
+25
Holders Change %
+2.54%
% of All Funds
13.56%
Holding in Top 10
255
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-1.16%
% of All Funds
3.42%
New
82
Increased
419
Reduced
307
Closed
35
Calls
$1.31M
Puts
$254K
Net Calls
+$1.06M
Net Calls Change
-$459K

Top Buyers

1
VAS
1
Vestmark Advisory Solutions
Massachusetts
$316M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$2.03B
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.97B
4
AC
4
AWM Capital
Arizona
$146M
5
FFM
5
Forum Financial Management
Illinois
$1.39B

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$36.5M
2
HFA
2
Hippocratic Financial Advisors
California
$10.1M
3
HFS
3
Heritage Financial Services
Massachusetts
$167M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$313M
5
FPAS
5
Focus Partners Advisor Solutions
Missouri
$558M
Name Holding Trade Value Shares
Change 		Shares
Change %
Kovitz Investment Group Partners
401
Kovitz Investment Group Partners
Illinois
$4.18M +$205K +5,728 +5%
AWA
402
Arbor Wealth Advisors
Michigan
$4.15M – – –
AC
403
AlphaCore Capital
California
$4.14M +$3.81M +106,199 +1,147%
IC
404
IEQ Capital
California
$4.12M +$2.54M +70,849 +161%
EMC
405
Everest Management Corp
California
$4.09M – – –
KOMWMG
406
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$4.05M -$1.16M -32,426 -22%
NAS
407
Nicolet Advisory Services
Wisconsin
$4.02M -$136K -3,764 -3%
EP
408
Essential Planning
New Hampshire
$3.99M +$830K +23,154 +26%
PTC
409
Private Trust Company
Ohio
$3.98M -$264K -7,360 -6%
MWM
410
Meridian Wealth Management
Kentucky
$3.97M -$6.27K -175 -0.2%
TFA
411
Tranquilli Financial Advisor
New Jersey
$3.91M +$352K +9,834 +10%
SPIA
412
Steward Partners Investment Advisory
New York
$3.91M +$1.06M +29,460 +37%
CCA
413
Clarity Capital Advisors
Florida
$3.89M +$4.44K +124 +0.1%
FI
414
Financial Insights
Washington
$3.88M -$1.89M -52,641 -33%
Brown Advisory
415
Brown Advisory
Maryland
$3.82M -$515K -14,374 -12%
TWM
416
TCFG Wealth Management
California
$3.81M -$70.3K -1,962 -2%
IFA
417
Index Fund Advisors
California
$3.79M +$91.2K +2,544 +2%
CAM
418
Clark Asset Management
New Hampshire
$3.76M +$2.31M +64,342 +158%
NA
419
Note Advisors
New York
$3.73M +$348K +9,696 +10%
Qube Research & Technologies (QRT)
420
Qube Research & Technologies (QRT)
United Kingdom
$3.65M +$3.63M +101,301 +20,632%
MSWM
421
Mowery & Schoenfeld Wealth Management
Illinois
$3.63M +$99.6K +2,778 +3%
ACM
422
Advisors Capital Management
New Jersey
$3.62M +$73.1K +2,039 +2%
SWA
423
Stratos Wealth Advisors
Ohio
$3.61M -$30.8K -858 -0.8%
TCWM
424
Total Clarity Wealth Management
Illinois
$3.6M +$222K +6,206 +7%
UWM
425
USAdvisors Wealth Management
Minnesota
$3.53M +$34.5K +963 +1%
15 16
17
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