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Dimensional US Core Equity 2 ETF
DFAC

Overview Fund Activity

795 hedge funds and large institutions have $21.2B invested in Dimensional US Core Equity 2 ETF in 2024 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 348 increasing their positions, 207 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
795
Holders Change
+34
Holders Change %
+4.47%
% of All Funds
11.52%
Holding in Top 10
202
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+1.51%
% of All Funds
2.93%
New
70
Increased
348
Reduced
207
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FPAS
Focus Partners Advisor Solutions
Missouri
+$199M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$135M
3
GM
GeoWealth Management
Illinois
+$91.2M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$72.8M
5
SIM
Stratos Investment Management
Ohio
+$47.2M

Top Sellers

1
MHS
M Holdings Securities
Oregon
-$71.8M
2
PCA
Prosperity Capital Advisors
Ohio
-$49.9M
3
MSWM
McGlone Suttner Wealth Management
Wisconsin
-$35.5M
4
FFM
Forum Financial Management
Illinois
-$29.4M
5
SC
Savant Capital
Illinois
-$18.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
BP
426
Ballentine Partners
Massachusetts
$1.48M – – –
AWS
427
Atria Wealth Solutions
New York
$1.47M -$6.1K -191 -0.4%
LA
428
Lifeworks Advisors
Michigan
$1.41M -$151K -4,711 -10%
CMP
429
Coston McIsaac & Partners
Maine
$1.41M +$1.6K +50 +0.1%
MWM
430
MGB Wealth Management
Texas
$1.4M – – –
IC
431
IEQ Capital
California
$1.39M +$2.84K +89 +0.2%
JWCA
432
J.W. Cole Advisors
Florida
$1.39M +$146K +4,603 +12%
GTAM
433
Global Trust Asset Management
Florida
$1.37M +$32 +1 +0%
FFA
434
Farther Finance Advisors
California
$1.36M +$294K +9,236 +28%
MFG
435
Mendota Financial Group
Wisconsin
$1.34M -$102K -3,188 -7%
FA
436
Fortis Advisors
Pennsylvania
$1.33M +$2.75K +86 +0.2%
SAM
437
Silvercrest Asset Management
New York
$1.33M – – –
SRB
438
Shotwell Rutter Baer
Michigan
$1.32M -$348 -11 -0%
CWM
439
Connecticut Wealth Management
Connecticut
$1.32M +$135K +4,224 +11%
CCM
440
Coldstream Capital Management
Washington
$1.31M – – –
OPWM
441
Oakwell Private Wealth Management
Texas
$1.3M – – –
AFS
442
Annapolis Financial Services
Maryland
$1.27M -$2.82M -88,338 -69%
BCM
443
Brookstone Capital Management
Illinois
$1.27M +$111K +3,473 +10%
OSAM
444
O'Shaughnessy Asset Management
Connecticut
$1.27M +$64 +2 +0%
TNBTD
445
Trustmark National Bank Trust Department
Mississippi
$1.25M – – –
PA
446
Parallel Advisors
California
$1.25M +$721K +22,574 +137%
FMC
447
First Merchants Corp
Indiana
$1.23M – – –
MIAS
448
Mason Investment Advisory Services
Virginia
$1.23M – – –
BFP
449
Brewster Financial Planning
New York
$1.22M – – –
PFBT
450
Parkside Financial Bank & Trust
Missouri
$1.21M -$112K -3,519 -9%
16 17
18
19 20