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Dimensional US Core Equity 2 ETF
DFAC

Overview Fund Activity

1,011 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, 419 increasing their positions, 307 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,011
Holders Change
+25
Holders Change %
+2.54%
% of All Funds
13.56%
Holding in Top 10
255
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-1.16%
% of All Funds
3.42%
New
82
Increased
419
Reduced
307
Closed
35
Calls
$1.31M
Puts
$254K
Net Calls
+$1.06M
Net Calls Change
-$459K

Top Buyers

1
VAS
1
Vestmark Advisory Solutions
Massachusetts
$316M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$2.03B
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.97B
4
AC
4
AWM Capital
Arizona
$146M
5
FFM
5
Forum Financial Management
Illinois
$1.39B

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$36.5M
2
HFA
2
Hippocratic Financial Advisors
California
$10.1M
3
HFS
3
Heritage Financial Services
Massachusetts
$167M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$313M
5
FPAS
5
Focus Partners Advisor Solutions
Missouri
$558M
Name Holding Trade Value Shares
Change 		Shares
Change %
RPGK
426
Retirement Planning Group (Kansas)
Kansas
$3.52M -$31K -864 -0.9%
CRC
427
Curi RMB Capital
Illinois
$3.5M +$3.2M +89,287 +1,054%
BCM
428
Brookstone Capital Management
Illinois
$3.47M +$2.29M +64,013 +195%
Vanguard Group
429
Vanguard Group
Pennsylvania
$3.47M -$93.6K -2,612 -3%
SWGC
430
Summit Wealth Group (Colorado)
Colorado
$3.46M +$3.46M +96,678 New
MSFS
431
Main Street Financial Solutions
Pennsylvania
$3.42M +$431K +12,029 +14%
CWM
432
Congress Wealth Management
Massachusetts
$3.36M +$150K +4,179 +5%
IFS
433
Intelligent Financial Strategies
Minnesota
$3.36M +$598K +16,676 +22%
MA
434
McGrath & Associates
North Carolina
$3.34M +$717K +20,015 +27%
PP
435
Prosperity Planning
Missouri
$3.33M -$23.3K -651 -0.7%
OCM
436
Orion Capital Management
California
$3.33M +$280K +7,819 +9%
CMBA
437
C.M. Bidwell & Associates
Hawaii
$3.3M -$163K -4,556 -5%
AFA
438
Allium Financial Advisors
Oregon
$3.3M – – –
AWM
439
AE Wealth Management
Kansas
$3.3M +$713K +19,906 +28%
AWM
440
Aegis Wealth Management
Maryland
$3.29M – – –
LFAS
441
Level Four Advisory Services
Texas
$3.19M -$12.7K -355 -0.4%
BFA
442
Buttonwood Financial Advisors
Maryland
$3.16M – – –
FCH
443
Freestone Capital Holdings
Washington
$3.12M -$177K -4,936 -5%
WFA
444
WestHill Financial Advisors
California
$3.11M – – –
NA
445
Nautilus Advisors
California
$3.1M +$116K +3,240 +4%
OFO
446
OneAscent Family Office
Alabama
$3.1M – – –
KIM
447
Kestra Investment Management
Texas
$3.09M +$1.87M +53,969 +154%
PA
448
Parkside Advisors
California
$3.04M – – –
LWM
449
LJI Wealth Management
Indiana
$3.03M -$110K -3,065 -4%
AIS
450
Accredited Investor Services
Minnesota
$3.03M +$681 +19 +0%
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