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Dimensional US Core Equity 2 ETF
DFAC

Overview Fund Activity

795 hedge funds and large institutions have $21.2B invested in Dimensional US Core Equity 2 ETF in 2024 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 348 increasing their positions, 207 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
795
Holders Change
+34
Holders Change %
+4.47%
% of All Funds
11.52%
Holding in Top 10
202
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+1.51%
% of All Funds
2.93%
New
70
Increased
348
Reduced
207
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FPAS
Focus Partners Advisor Solutions
Missouri
+$199M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$135M
3
GM
GeoWealth Management
Illinois
+$91.2M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$72.8M
5
SIM
Stratos Investment Management
Ohio
+$47.2M

Top Sellers

1
MHS
M Holdings Securities
Oregon
-$71.8M
2
PCA
Prosperity Capital Advisors
Ohio
-$49.9M
3
MSWM
McGlone Suttner Wealth Management
Wisconsin
-$35.5M
4
FFM
Forum Financial Management
Illinois
-$29.4M
5
SC
Savant Capital
Illinois
-$18.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Lido Advisors
401
Lido Advisors
California
$1.79M +$1.29M +40,255 +255%
SA
402
SpiderRock Advisors
Delaware
$1.78M +$1.78M +57,351 New
SWM
403
Sanctuary Wealth Management
Idaho
$1.76M -$121K -3,783 -6%
SPIA
404
Steward Partners Investment Advisory
New York
$1.76M +$347K +10,874 +25%
BHWM
405
Beaird Harris Wealth Management
Texas
$1.74M -$25.4K -796 -1%
VCM
406
Virtue Capital Management
Tennessee
$1.73M +$3.29K +106 +0.2%
MGW
407
MB Generational Wealth
Washington
$1.72M +$311K +9,744 +22%
MA
408
MJP Associates
Connecticut
$1.7M +$143K +4,464 +9%
AO
409
Advisor OS
Illinois
$1.7M +$143K +4,464 +9%
SFC
410
Strategic Financial Concepts
Texas
$1.68M +$111K +3,475 +7%
LFG
411
Larson Financial Group
Missouri
$1.67M +$2.3K +72 +0.1%
WWA
412
WCG Wealth Advisors
Nevada
$1.66M +$40.5K +1,268 +3%
WPC
413
Wedmont Private Capital
Pennsylvania
$1.66M – – –
FIM
414
Freedom Investment Management
Connecticut
$1.65M +$247K +7,738 +18%
ACM
415
Advisors Capital Management
New Jersey
$1.63M +$139K +4,348 +9%
QCIG
416
Quad-Cities Investment Group
Iowa
$1.61M +$143K +4,462 +10%
SWP
417
Strategic Wealth Partners
Ohio
$1.6M – – –
GP
418
Girard Partners
Pennsylvania
$1.58M -$308K -9,646 -16%
BCP
419
Blue Chip Partners
Michigan
$1.58M +$3.2K +100 +0.2%
PWS
420
Physician Wealth Solutions
Nevada
$1.57M +$445K +13,926 +40%
CA
421
Cetera Advisors
Colorado
$1.53M +$257K +8,045 +20%
EIA
422
Eldridge Investment Advisors
New Hampshire
$1.52M -$1.93M -60,326 -56%
KPWS
423
Kestra Private Wealth Services
Texas
$1.52M +$1.57K +49 +0.1%
NFG
424
Northeast Financial Group
Pennsylvania
$1.5M +$1.5M +46,988 New
BTI
425
Blue Trust Inc
Georgia
$1.49M +$1.07M +33,636 +258%
15 16
17
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