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Dimensional US Core Equity 2 ETF
DFAC

Overview Fund Activity

1,012 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, 420 increasing their positions, 307 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,012
Holders Change
+25
Holders Change %
+2.53%
% of All Funds
13.57%
Holding in Top 10
256
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-1.16%
% of All Funds
3.43%
New
82
Increased
420
Reduced
307
Closed
35
Calls
$1.31M
Puts
$254K
Net Calls
+$1.06M
Net Calls Change
-$459K

Top Buyers

1
VAS
Vestmark Advisory Solutions
Massachusetts
+$165M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$99.9M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$94M
4
AC
AWM Capital
Arizona
+$46.8M
5
FFM
Forum Financial Management
Illinois
+$39.4M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$101M
2
HFA
Hippocratic Financial Advisors
California
-$49.2M
3
HFS
Heritage Financial Services
Massachusetts
-$33.7M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$33M
5
FPAS
Focus Partners Advisor Solutions
Missouri
-$29.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
BW
401
Balance Wealth
Ohio
$4.22M -$865K -24,138 -17%
Kovitz Investment Group Partners
402
Kovitz Investment Group Partners
Illinois
$4.18M +$205K +5,728 +5%
AWA
403
Arbor Wealth Advisors
Michigan
$4.15M – – –
AC
404
AlphaCore Capital
California
$4.14M +$3.81M +106,199 +1,147%
IC
405
IEQ Capital
California
$4.12M +$2.54M +70,849 +161%
EMC
406
Everest Management Corp
California
$4.09M – – –
KOMWMG
407
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$4.05M -$1.16M -32,426 -22%
NAS
408
Nicolet Advisory Services
Wisconsin
$4.02M -$136K -3,764 -3%
EP
409
Essential Planning
New Hampshire
$3.99M +$830K +23,154 +26%
PTC
410
Private Trust Company
Ohio
$3.98M -$264K -7,360 -6%
MWM
411
Meridian Wealth Management
Kentucky
$3.97M -$6.27K -175 -0.2%
TFA
412
Tranquilli Financial Advisor
New Jersey
$3.91M +$352K +9,834 +10%
SPIA
413
Steward Partners Investment Advisory
New York
$3.91M +$1.06M +29,460 +37%
CCA
414
Clarity Capital Advisors
Florida
$3.89M +$4.44K +124 +0.1%
FI
415
Financial Insights
Washington
$3.88M -$1.89M -52,641 -33%
Brown Advisory
416
Brown Advisory
Maryland
$3.82M -$515K -14,374 -12%
TWM
417
TCFG Wealth Management
California
$3.81M -$70.3K -1,962 -2%
IFA
418
Index Fund Advisors
California
$3.79M +$91.2K +2,544 +2%
CAM
419
Clark Asset Management
New Hampshire
$3.76M +$2.31M +64,342 +158%
NA
420
Note Advisors
New York
$3.73M +$348K +9,696 +10%
Qube Research & Technologies (QRT)
421
Qube Research & Technologies (QRT)
United Kingdom
$3.65M +$3.63M +101,301 +20,632%
MSWM
422
Mowery & Schoenfeld Wealth Management
Illinois
$3.63M +$99.6K +2,778 +3%
ACM
423
Advisors Capital Management
New Jersey
$3.62M +$73.1K +2,039 +2%
SWA
424
Stratos Wealth Advisors
Ohio
$3.61M -$30.8K -858 -0.8%
TCWM
425
Total Clarity Wealth Management
Illinois
$3.6M +$222K +6,206 +7%
15 16
17
18 19