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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 %
NPAN
401
Northeast Planning Associates NH
New Hampshire
$3.59M +$3.59M +103,799 New
KFGG
402
Keystone Financial Group (Georgia)
Georgia
$3.54M +$3.54M +102,377 New
Vanguard Group
403
Vanguard Group
Pennsylvania
$3.53M -$158K -4,568 -4%
SWA
404
Stratos Wealth Advisors
Ohio
$3.52M -$92.6K -2,676 -3%
RPGK
405
Retirement Planning Group (Kansas)
Kansas
$3.48M +$726 +21 +0%
CG
406
Caprock Group
Idaho
$3.47M -$88.9K -2,569 -2%
CMBA
407
C.M. Bidwell & Associates
Hawaii
$3.42M -$175K -5,059 -5%
RMDI
408
R.M. Davis Inc
Maine
$3.41M +$3.41M +98,554 New
MSWM
409
Mowery & Schoenfeld Wealth Management
Illinois
$3.4M -$4.07M -117,777 -55%
AWS
410
Atria Wealth Solutions
New York
$3.39M +$1.18M +34,094 +53%
AWM
411
Aprio Wealth Management
Georgia
$3.37M -$36.5K -1,054 -1%
QCM
412
Quantinno Capital Management
New York
$3.37M – – –
WRPWM
413
Werba Rubin Papier Wealth Management
California
$3.37M +$7.68K +222 +0.2%
AAP
414
Arax Advisory Partners
Colorado
$3.32M +$3.32M +95,882 New
ACM
415
Advisors Capital Management
New Jersey
$3.32M -$16.4K -475 -0.5%
TFA
416
Tranquilli Financial Advisor
New Jersey
$3.29M -$9.55K -276 -0.3%
BFA
417
Buttonwood Financial Advisors
Maryland
$3.29M -$256K -7,415 -7%
TCWM
418
Total Clarity Wealth Management
Illinois
$3.26M +$49K +1,417 +2%
LFAS
419
Level Four Advisory Services
Texas
$3.25M -$692 -20 -0%
NA
420
Note Advisors
New York
$3.2M +$3.2M +92,395 New
Susquehanna International Group
421
Susquehanna International Group
Pennsylvania
$3.18M -$2.35K -68 -0.1%
FCH
422
Freestone Capital Holdings
Washington
$3.18M – – –
PP
423
Prosperity Planning
Missouri
$3.18M -$101K -2,915 -3%
WP
424
Wealthspan Partners
Iowa
$3.12M -$143K -4,126 -4%
1WM
425
1900 Wealth Management
Texas
$3.11M -$346K -10,013 -10%
15 16
17
18 19