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Dimensional US Core Equity 2 ETF
DFAC

Overview Fund Activity

821 hedge funds and large institutions have $22.2B invested in Dimensional US Core Equity 2 ETF in 2024 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 333 increasing their positions, 243 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
821
Holders Change
+26
Holders Change %
+3.27%
% of All Funds
11.94%
Holding in Top 10
203
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.5%
% of All Funds
2.95%
New
65
Increased
333
Reduced
243
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SC
Savant Capital
Illinois
+$142M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$80.9M
3
ATI
ARK & TLK Investments
Oklahoma
+$62.9M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$51.5M
5
AC
Apella Capital
Connecticut
+$42.5M

Top Sellers

1
FFM
Forum Financial Management
Illinois
-$68.2M
2
LNC
Lincoln National Corp
Pennsylvania
-$49.9M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$22.8M
4
BSW
Buckingham Strategic Wealth
Missouri
-$14.6M
5
GWM
Grand Wealth Management
Michigan
-$12.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
EIA
426
Eldridge Investment Advisors
New Hampshire
$1.56M +$30.8K +954 +2%
MSFS
427
Main Street Financial Solutions
Pennsylvania
$1.53M +$1.19M +36,761 +344%
KPWS
428
Kestra Private Wealth Services
Texas
$1.53M -$1.58K -49 -0.1%
PFBT
429
Parkside Financial Bank & Trust
Missouri
$1.53M +$309K +9,579 +25%
AWS
430
Atria Wealth Solutions
New York
$1.53M +$37K +1,147 +2%
BP
431
Ballentine Partners
Massachusetts
$1.49M – – –
IWM
432
IHT Wealth Management
Illinois
$1.48M -$608K -18,870 -29%
MWM
433
MGB Wealth Management
Texas
$1.45M – – –
GP
434
Girard Partners
Pennsylvania
$1.44M -$153K -4,733 -10%
CMP
435
Coston McIsaac & Partners
Maine
$1.43M +$2.06K +64 +0.1%
EP
436
Essential Planning
New Hampshire
$1.43M +$249K +7,729 +21%
IC
437
IEQ Capital
California
$1.41M +$9.67K +300 +0.7%
CHJWM
438
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.41M +$1.41M +42,815 New
JWCA
439
J.W. Cole Advisors
Florida
$1.39M -$14.6K -454 -1%
GTAM
440
Global Trust Asset Management
Florida
$1.37M -$13.3K -413 -1%
SRB
441
Shotwell Rutter Baer
Michigan
$1.36M -$195 -6 -0%
MFG
442
Mendota Financial Group
Wisconsin
$1.35M -$1.71K -53 -0.1%
FA
443
Fortis Advisors
Pennsylvania
$1.35M +$4.03K +125 +0.3%
NFG
444
Northeast Financial Group
Pennsylvania
$1.35M -$168K -5,201 -11%
LA
445
Lifeworks Advisors
Michigan
$1.34M -$80.5K -2,498 -6%
CWM
446
Connecticut Wealth Management
Connecticut
$1.33M – – –
OPWM
447
Oakwell Private Wealth Management
Texas
$1.31M -$1.45K -45 -0.1%
CCM
448
Coldstream Capital Management
Washington
$1.31M -$13.9K -431 -1%
OSAM
449
O'Shaughnessy Asset Management
Connecticut
$1.29M +$17.6K +547 +1%
BCM
450
Brookstone Capital Management
Illinois
$1.27M -$53.7K -1,604 -4%
16 17
18
19 20