DFAC icon

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 %
KCM
401
KM Capital Management
Texas
$2.28M -$149K -4,357 -6%
AFA
402
American Financial Advisors
Georgia
$2.27M – – –
M&T Bank
403
M&T Bank
New York
$2.24M – – –
SMA
404
Sage Mountain Advisors
Georgia
$2.21M +$1.3M +37,815 +142%
AWS
405
Atria Wealth Solutions
New York
$2.19M +$567K +16,521 +35%
ACP
406
Aviance Capital Partners
Florida
$2.18M +$165K +4,807 +8%
OSAM
407
O'Shaughnessy Asset Management
Connecticut
$2.11M +$711K +20,333 +51%
CWG
408
Cornerstone Wealth Group
North Carolina
$2.09M – – –
MW
409
Marcum Wealth
Ohio
$2.09M +$3.84K +112 +0.2%
RCM
410
RB Capital Management
Nevada
$2.08M -$32.9K -960 -2%
FWP
411
Family Wealth Partners
North Carolina
$2.08M – – –
GFWA
412
Grey Fox Wealth Advisors
Delaware
$2.04M +$5.62K +164 +0.3%
WCA
413
Waypoint Capital Advisors
Minnesota
$1.99M -$1.31M -38,207 -40%
EP
414
Essential Planning
New Hampshire
$1.98M +$464K +13,544 +31%
Lido Advisors
415
Lido Advisors
California
$1.98M +$105K +3,065 +6%
PP
416
PDS Planning
Ohio
$1.97M +$1.97M +57,351 New
AWA
417
Aquire Wealth Advisors
Utah
$1.96M +$38.5K +1,122 +2%
MSFS
418
Main Street Financial Solutions
Pennsylvania
$1.95M +$322K +9,377 +20%
FIM
419
Freedom Investment Management
Connecticut
$1.9M +$83.7K +2,440 +5%
IWM
420
IHT Wealth Management
Illinois
$1.9M +$322K +9,412 +20%
CCA
421
Cadent Capital Advisors
Oklahoma
$1.87M -$101K -2,938 -5%
KPWS
422
Kestra Private Wealth Services
Texas
$1.86M +$235K +6,843 +14%
QCIG
423
Quad-Cities Investment Group
Iowa
$1.86M +$88.5K +2,580 +5%
IA
424
IFP Advisors
Florida
$1.83M +$859K +25,053 +88%
OW
425
Olistico Wealth
Oklahoma
$1.82M -$199K -5,807 -10%
15 16
17
18 19