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Dimensional US Core Equity 2 ETF
DFAC

Overview Fund Activity

853 hedge funds and large institutions have $24.4B invested in Dimensional US Core Equity 2 ETF in 2024 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 357 increasing their positions, 238 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
853
Holders Change
+32
Holders Change %
+3.9%
% of All Funds
12.34%
Holding in Top 10
209
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+2.96%
% of All Funds
3.02%
New
65
Increased
357
Reduced
238
Closed
23
Calls
$2.61M
Puts
–
Net Calls
+$2.61M
Net Calls Change
+$2.61M

Top Buyers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$1.31B
2
WANY
Wealthspire Advisors (New York)
New York
+$262M
3
WA
Wealthstream Advisors
New York
+$119M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$108M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$82.7M

Top Sellers

1
MSWM
McGlone Suttner Wealth Management
Wisconsin
-$62.8M
2
LWM
Liberty Wealth Management
California
-$26.7M
3
SWG
Summit Wealth Group
Vermont
-$25.5M
4
DWM
Diversify Wealth Management
Utah
-$21.4M
5
SW
Simplicity Wealth
New Jersey
-$17.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
BHWM
426
Beaird Harris Wealth Management
Texas
$1.81M -$29.2K -853 -2%
LFG
427
Larson Financial Group
Missouri
$1.8M +$3.29K +96 +0.2%
PFBT
428
Parkside Financial Bank & Trust
Missouri
$1.8M +$174K +5,079 +11%
Northern Trust
429
Northern Trust
Illinois
$1.8M -$35.6K -1,039 -2%
WPC
430
Wedmont Private Capital
Pennsylvania
$1.77M -$14K -411 -0.8%
MA
431
MJP Associates
Connecticut
$1.77M +$2.68K +78 +0.2%
AO
432
Advisor OS
Illinois
$1.77M +$2.68K +78 +0.2%
CCWM
433
Cassaday & Co Wealth Management
Virginia
$1.74M – – –
SWP
434
Strategic Wealth Partners
Ohio
$1.71M – – –
OWP
435
Obermeyer Wealth Partners
Colorado
$1.67M +$692K +20,193 +71%
BP
436
Ballentine Partners
Massachusetts
$1.58M – – –
CAG
437
Csenge Advisory Group
Florida
$1.58M +$317K +9,135 +25%
Citigroup
438
Citigroup
New York
$1.54M +$1.54M +45,012 New
CSB
439
City State Bank
Iowa
$1.54M +$229K +6,688 +17%
UF
440
Univest Financial
Pennsylvania
$1.51M +$1.51M +44,081 New
MWM
441
MGB Wealth Management
Texas
$1.51M – – –
IC
442
IEQ Capital
California
$1.5M -$1.65K -48 -0.1%
Fifth Third Bancorp
443
Fifth Third Bancorp
Ohio
$1.47M +$177K +5,150 +14%
SB
444
Strategic Blueprint
Georgia
$1.47M +$742K +21,645 +102%
GTAM
445
Global Trust Asset Management
Florida
$1.46M +$3.46K +101 +0.2%
CHJWM
446
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.46M – – –
FA
447
Fortis Advisors
Pennsylvania
$1.44M +$3.94K +115 +0.3%
SRB
448
Shotwell Rutter Baer
Michigan
$1.43M – – –
CWM
449
Connecticut Wealth Management
Connecticut
$1.42M – – –
LA
450
Lifeworks Advisors
Michigan
$1.4M -$25.9K -756 -2%
16 17
18
19 20