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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 %
MWM
401
Meridian Wealth Management
Kentucky
$3.66M -$72K -2,181 -2%
Kovitz Investment Group Partners
402
Kovitz Investment Group Partners
Illinois
$3.66M +$2.38M +72,123 +185%
QCM
403
Quantinno Capital Management
New York
$3.65M +$430K +13,029 +13%
CC
404
Callan Capital
California
$3.63M -$253K -7,663 -7%
CCA
405
Clarity Capital Advisors
Florida
$3.58M +$1.06M +32,235 +42%
TWM
406
TCFG Wealth Management
California
$3.57M -$93.1K -2,822 -3%
BI
407
Beckerman Institutional
New Jersey
$3.56M -$4.92K -149 -0.1%
PWMG
408
Pioneer Wealth Management Group
Texas
$3.53M +$3.53M +107,006 New
NAS
409
Nicolet Advisory Services
Wisconsin
$3.53M -$86.9K -2,836 -2%
IFA
410
Index Fund Advisors
California
$3.41M -$240K -7,276 -7%
SWA
411
Stratos Wealth Advisors
Ohio
$3.35M – – –
CG
412
Caprock Group
Idaho
$3.29M -$19.4K -588 -0.6%
AWM
413
Aegis Wealth Management
Maryland
$3.29M +$384K +11,644 +13%
TFA
414
Tranquilli Financial Advisor
New Jersey
$3.28M +$141K +4,261 +4%
Vanguard Group
415
Vanguard Group
Pennsylvania
$3.28M -$90.4K -2,739 -3%
RPGK
416
Retirement Planning Group (Kansas)
Kansas
$3.27M -$48.4K -1,466 -1%
ACM
417
Advisors Capital Management
New Jersey
$3.27M +$106K +3,202 +3%
TCWM
418
Total Clarity Wealth Management
Illinois
$3.26M – – –
MSWM
419
Mowery & Schoenfeld Wealth Management
Illinois
$3.25M +$5.21K +158 +0.2%
UWM
420
USAdvisors Wealth Management
Minnesota
$3.22M -$3.1M -93,961 -49%
CMBA
421
C.M. Bidwell & Associates
Hawaii
$3.19M -$67.7K -2,052 -2%
NA
422
Note Advisors
New York
$3.12M +$69.4K +2,105 +2%
PP
423
Prosperity Planning
Missouri
$3.08M +$52.3K +1,584 +2%
AFA
424
Allium Financial Advisors
Oregon
$3.04M +$3.04M +92,057 New
FCH
425
Freestone Capital Holdings
Washington
$3.03M – – –
15 16
17
18 19