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Dimensional US Core Equity 2 ETF
DFAC

Overview Fund Activity

1,012 hedge funds and large institutions have $28.1B invested in Dimensional US Core Equity 2 ETF in 2025 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 420 increasing their positions, 307 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,012
Holders Change
+25
Holders Change %
+2.53%
% of All Funds
13.57%
Holding in Top 10
256
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-1.16%
% of All Funds
3.43%
New
82
Increased
420
Reduced
307
Closed
35
Calls
$1.31M
Puts
$254K
Net Calls
+$1.06M
Net Calls Change
-$459K

Top Buyers

1
VAS
Vestmark Advisory Solutions
Massachusetts
+$165M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$99.9M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$94M
4
AC
AWM Capital
Arizona
+$46.8M
5
FFM
Forum Financial Management
Illinois
+$39.4M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$101M
2
HFA
Hippocratic Financial Advisors
California
-$49.2M
3
HFS
Heritage Financial Services
Massachusetts
-$33.7M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$33M
5
FPAS
Focus Partners Advisor Solutions
Missouri
-$29.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
UWM
426
USAdvisors Wealth Management
Minnesota
$3.53M +$34.5K +963 +1%
RPGK
427
Retirement Planning Group (Kansas)
Kansas
$3.52M -$31K -864 -0.9%
CRC
428
Curi RMB Capital
Illinois
$3.5M +$3.2M +89,287 +1,054%
BCM
429
Brookstone Capital Management
Illinois
$3.47M +$2.29M +64,013 +195%
Vanguard Group
430
Vanguard Group
Pennsylvania
$3.47M -$93.6K -2,612 -3%
SWGC
431
Summit Wealth Group (Colorado)
Colorado
$3.46M +$3.46M +96,678 New
MSFS
432
Main Street Financial Solutions
Pennsylvania
$3.42M +$431K +12,029 +14%
CWM
433
Congress Wealth Management
Massachusetts
$3.36M +$150K +4,179 +5%
IFS
434
Intelligent Financial Strategies
Minnesota
$3.36M +$598K +16,676 +22%
MA
435
McGrath & Associates
North Carolina
$3.34M +$717K +20,015 +27%
PP
436
Prosperity Planning
Missouri
$3.33M -$23.3K -651 -0.7%
OCM
437
Orion Capital Management
California
$3.33M +$280K +7,819 +9%
CMBA
438
C.M. Bidwell & Associates
Hawaii
$3.3M -$163K -4,556 -5%
AFA
439
Allium Financial Advisors
Oregon
$3.3M – – –
AWM
440
AE Wealth Management
Kansas
$3.3M +$713K +19,906 +28%
AWM
441
Aegis Wealth Management
Maryland
$3.29M – – –
LFAS
442
Level Four Advisory Services
Texas
$3.19M -$12.7K -355 -0.4%
BFA
443
Buttonwood Financial Advisors
Maryland
$3.16M – – –
FCH
444
Freestone Capital Holdings
Washington
$3.12M -$177K -4,936 -5%
WFA
445
WestHill Financial Advisors
California
$3.11M – – –
NA
446
Nautilus Advisors
California
$3.1M +$116K +3,240 +4%
OFO
447
OneAscent Family Office
Alabama
$3.1M – – –
KIM
448
Kestra Investment Management
Texas
$3.09M +$1.87M +53,969 +154%
PA
449
Parkside Advisors
California
$3.04M – – –
LWM
450
LJI Wealth Management
Indiana
$3.03M -$110K -3,065 -4%
16 17
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