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Dimensional US Core Equity 2 ETF
DFAC

Overview Fund Activity

1,011 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, 419 increasing their positions, 307 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,011
Holders Change
+25
Holders Change %
+2.54%
% of All Funds
13.56%
Holding in Top 10
255
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-1.16%
% of All Funds
3.42%
New
82
Increased
419
Reduced
307
Closed
35
Calls
$1.31M
Puts
$254K
Net Calls
+$1.06M
Net Calls Change
-$459K

Top Buyers

1
VAS
1
Vestmark Advisory Solutions
Massachusetts
$316M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$2.03B
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.97B
4
AC
4
AWM Capital
Arizona
$146M
5
FFM
5
Forum Financial Management
Illinois
$1.39B

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$36.5M
2
HFA
2
Hippocratic Financial Advisors
California
$10.1M
3
HFS
3
Heritage Financial Services
Massachusetts
$167M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$313M
5
FPAS
5
Focus Partners Advisor Solutions
Missouri
$558M
Name Holding Trade Value Shares
Change 		Shares
Change %
WP
451
Wealthspan Partners
Iowa
$3.02M -$209K -5,841 -6%
CWP
452
Concord Wealth Partners
Virginia
$3.02M +$57.6K +1,606 +2%
CAMV
453
Concord Asset Management (Virginia)
Virginia
$3.02M +$3.02M +84,146 New
PWMG
454
Pioneer Wealth Management Group
Texas
$2.99M -$848K -23,652 -22%
HTWM
455
Hartmann Taylor Wealth Management
Texas
$2.97M -$10.8K -300 -0.4%
KA
456
Kure Advisory
Minnesota
$2.92M +$199K +5,560 +7%
LCWP
457
Legacy Capital Wealth Partners
Arkansas
$2.92M +$2.92M +81,408 New
CL
458
Choreo LLC
Illinois
$2.92M -$20.6K -575 -0.7%
FAIM
459
Financial Advocates Investment Management
Washington
$2.91M -$52K -1,450 -2%
SIC
460
Samalin Investment Counsel
New York
$2.89M +$329K +9,190 +13%
TNA
461
True North Advisors
Texas
$2.86M – – –
EFH
462
Eaton Financial Holdings
Florida
$2.85M +$2.85M +79,546 New
VC
463
Vestor Capital
Illinois
$2.84M +$1.57M +12,630 +123%
PCA
464
Pallas Capital Advisors
Massachusetts
$2.75M – – –
LWM
465
Lakeridge Wealth Management
Ohio
$2.75M -$1.39M -38,778 -34%
2L
466
25 LLC
Missouri
$2.75M +$51.2K +1,428 +2%
SA
467
Seneschal Advisors
Washington
$2.74M -$92K -2,567 -3%
CSB
468
City State Bank
Iowa
$2.73M +$60.2K +1,680 +2%
WPC
469
Wedmont Private Capital
Pennsylvania
$2.73M +$828K +22,729 +44%
Lido Advisors
470
Lido Advisors
California
$2.71M +$670K +18,707 +33%
EW
471
Evoke Wealth
California
$2.71M +$1.74M +48,511 +180%
1WM
472
1900 Wealth Management
Texas
$2.68M -$237K -6,601 -8%
TIAA Trust, National Association
473
TIAA Trust, National Association
North Carolina
$2.64M -$111K -3,109 -4%
AM
474
Atwater Malick
Pennsylvania
$2.61M -$94K -2,622 -3%
BAAM
475
Baker Avenue Asset Management
California
$2.6M – – –
17 18
19
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