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Dimensional US Core Equity 2 ETF
DFAC

Overview Fund Activity

987 hedge funds and large institutions have $25.6B invested in Dimensional US Core Equity 2 ETF in 2025 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 405 increasing their positions, 316 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
987
Holders Change
-4
Holders Change %
-0.4%
% of All Funds
13.41%
Holding in Top 10
259
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-1.15%
% of All Funds
3.52%
New
61
Increased
405
Reduced
316
Closed
41
Calls
$1.54M
Puts
$20K
Net Calls
+$1.52M
Net Calls Change
+$133K

Top Buyers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$240M
2
IA
Integrity Alliance
Iowa
+$71.7M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$49M
4
Osaic Holdings
Osaic Holdings
Arizona
+$43.4M
5
AC
Apella Capital
Connecticut
+$38.7M

Top Sellers

1
CW
Curio Wealth
Maryland
-$9.11B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$167M
3
HIGP
Hill Investment Group Partners
Missouri
-$130M
4
EP
Essential Planning
New Hampshire
-$127M
5
SIM
Stratos Investment Management
Ohio
-$49.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
WP
426
Wealthspan Partners
Iowa
$2.97M -$3.86K -117 -0.1%
CWM
427
Congress Wealth Management
Massachusetts
$2.96M +$2.96M +89,706 New
LFAS
428
Level Four Advisory Services
Texas
$2.95M -$146K -4,423 -5%
EP
429
Essential Planning
New Hampshire
$2.91M -$127M -3,852,398 -98%
BFA
430
Buttonwood Financial Advisors
Maryland
$2.91M -$226K -6,850 -7%
LWM
431
LJI Wealth Management
Indiana
$2.89M -$55.2K -1,673 -2%
WFA
432
WestHill Financial Advisors
California
$2.86M -$9.24K -280 -0.3%
OFO
433
OneAscent Family Office
Alabama
$2.86M +$2.86M +86,479 New
OCM
434
Orion Capital Management
California
$2.8M +$379K +11,502 +16%
PA
435
Parkside Advisors
California
$2.79M – – –
AIS
436
Accredited Investor Services
Minnesota
$2.79M -$65.9K -1,999 -2%
MSFS
437
Main Street Financial Solutions
Pennsylvania
$2.75M +$559K +16,937 +25%
NA
438
Nautilus Advisors
California
$2.75M +$10.2K +308 +0.4%
HTWM
439
Hartmann Taylor Wealth Management
Texas
$2.74M +$2.74M +83,196 New
FAIM
440
Financial Advocates Investment Management
Washington
$2.72M -$594 -18 -0%
CWP
441
Concord Wealth Partners
Virginia
$2.72M -$94.7K -2,871 -3%
CL
442
Choreo LLC
Illinois
$2.7M -$17.3K -524 -0.6%
1WM
443
1900 Wealth Management
Texas
$2.68M -$284K -8,601 -10%
TNA
444
True North Advisors
Texas
$2.64M +$2.64M +79,903 New
SPIA
445
Steward Partners Investment Advisory
New York
$2.63M -$37.6K -1,140 -1%
SA
446
Seneschal Advisors
Washington
$2.61M +$85K +2,577 +3%
IFS
447
Intelligent Financial Strategies
Minnesota
$2.55M +$297 +9 +0%
PCA
448
Pallas Capital Advisors
Massachusetts
$2.54M – – –
TIAA Trust, National Association
449
TIAA Trust, National Association
North Carolina
$2.53M -$118K -3,581 -4%
MGW
450
MB Generational Wealth
Washington
$2.53M +$370K +11,226 +17%
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