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Dimensional US Core Equity 2 ETF
DFAC

Overview Fund Activity

991 hedge funds and large institutions have $26.6B invested in Dimensional US Core Equity 2 ETF in 2024 Q4 according to their latest regulatory filings, with 172 funds opening new positions, 333 increasing their positions, 284 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
991
Holders Change
+138
Holders Change %
+16.18%
% of All Funds
13.19%
Holding in Top 10
262
Holding in Top 10 Change
+53
Holding in Top 10 Change %
+25.36%
% of All Funds
3.49%
New
172
Increased
333
Reduced
284
Closed
18
Calls
$1.38M
Puts
–
Net Calls
+$1.38M
Net Calls Change
-$1.22M

Top Buyers

1
EP
Essential Planning
New Hampshire
+$137M
2
FPAS
Focus Partners Advisor Solutions
Missouri
+$103M
3
GM
GeoWealth Management
Illinois
+$101M
4
AC
Apella Capital
Connecticut
+$61.9M
5
SIM
Stratos Investment Management
Ohio
+$58.4M

Top Sellers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$124M
2
UBS Group
UBS Group
Switzerland
-$57.5M
3
SFS
Sowell Financial Services
Arkansas
-$34.1M
4
SC
Savant Capital
Illinois
-$28.7M
5
HSG
Helen Stephens Group
Texas
-$25.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWM
426
LJI Wealth Management
Indiana
$3.09M -$14.4K -415 -0.5%
2L
427
25 LLC
Missouri
$3.05M +$53.3K +1,541 +2%
AWM
428
Aegis Wealth Management
Maryland
$3.05M +$3.05M +88,032 New
WFA
429
WestHill Financial Advisors
California
$3.01M – – –
Brown Advisory
430
Brown Advisory
Maryland
$3M +$543K +15,707 +22%
AIS
431
Accredited Investor Services
Minnesota
$2.99M +$2.99M +86,455 New
CWP
432
Concord Wealth Partners
Virginia
$2.95M +$6.26K +181 +0.2%
PA
433
Parkside Advisors
California
$2.93M -$24.2K -700 -0.8%
NA
434
Nautilus Advisors
California
$2.87M +$2.87M +82,994 New
FAIM
435
Financial Advocates Investment Management
Washington
$2.86M -$126K -3,632 -4%
CL
436
Choreo LLC
Illinois
$2.85M – – –
Renaissance Technologies
437
Renaissance Technologies
New York
$2.82M +$2.82M +81,600 New
SPIA
438
Steward Partners Investment Advisory
New York
$2.79M +$24.9K +719 +0.9%
TIAA Trust, National Association
439
TIAA Trust, National Association
North Carolina
$2.78M -$59.3K -1,714 -2%
AM
440
Atwater Malick
Pennsylvania
$2.73M +$7.68K +222 +0.3%
IFS
441
Intelligent Financial Strategies
Minnesota
$2.67M +$346 +10 +0%
PCA
442
Pallas Capital Advisors
Massachusetts
$2.66M – – –
SA
443
Seneschal Advisors
Washington
$2.64M +$2.64M +76,465 New
AWM
444
AE Wealth Management
Kansas
$2.64M -$1.08M -31,232 -29%
CCA
445
Clarity Capital Advisors
Florida
$2.63M +$899 +26 +0%
W
446
WealthCollab
Washington
$2.59M -$100K -2,902 -4%
OCM
447
Orion Capital Management
California
$2.54M -$44.1K -1,276 -2%
WWA
448
WCG Wealth Advisors
Nevada
$2.53M -$270K -7,809 -10%
BAAM
449
Baker Avenue Asset Management
California
$2.51M – – –
SFM
450
Signet Financial Management
New Jersey
$2.5M -$30.3K -877 -1%
16 17
18
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