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Dimensional US Core Equity 2 ETF
DFAC

Overview Fund Activity

795 hedge funds and large institutions have $21.2B invested in Dimensional US Core Equity 2 ETF in 2024 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 348 increasing their positions, 207 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
795
Holders Change
+34
Holders Change %
+4.47%
% of All Funds
11.52%
Holding in Top 10
202
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+1.51%
% of All Funds
2.93%
New
70
Increased
348
Reduced
207
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FPAS
Focus Partners Advisor Solutions
Missouri
+$199M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$135M
3
GM
GeoWealth Management
Illinois
+$91.2M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$72.8M
5
SIM
Stratos Investment Management
Ohio
+$47.2M

Top Sellers

1
MHS
M Holdings Securities
Oregon
-$71.8M
2
PCA
Prosperity Capital Advisors
Ohio
-$49.9M
3
MSWM
McGlone Suttner Wealth Management
Wisconsin
-$35.5M
4
FFM
Forum Financial Management
Illinois
-$29.4M
5
SC
Savant Capital
Illinois
-$18.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
HIP
451
HUB Investment Partners
Texas
$1.21M +$365K +11,435 +43%
AIP
452
Almanack Investment Partners
Pennsylvania
$1.21M +$158K +4,930 +15%
PMG
453
ProVise Management Group
Florida
$1.2M -$29.8K -932 -2%
EFA
454
Edge Financial Advisors
Illinois
$1.18M +$1.18M +36,277 New
WIA
455
World Investment Advisors
California
$1.17M +$1.17M +36,736 New
CFG
456
Cooper Financial Group
California
$1.16M – – –
VPIM
457
Vanguard Personalized Indexing Management
California
$1.16M +$125K +3,923 +12%
FWM
458
FMFE Wealth Management
New York
$1.14M +$8.85K +277 +0.8%
WS
459
Wedbush Securities
California
$1.14M -$76.3K -2,390 -6%
DEM
460
Disciplined Equity Management
Florida
$1.14M +$3.2K +100 +0.3%
ECM
461
Evergreen Capital Management
Washington
$1.13M – – –
CAM
462
Clark Asset Management
New Hampshire
$1.12M – – –
CSB
463
City State Bank
Iowa
$1.1M +$11.9K +372 +1%
LG
464
LAM Group
Oregon
$1.08M +$64 +2 +0%
Millennium Management
465
Millennium Management
New York
$1.08M +$1.08M +33,862 New
Fifth Third Bancorp
466
Fifth Third Bancorp
Ohio
$1.07M -$53K -1,658 -5%
EP
467
Essential Planning
New Hampshire
$1.07M – – –
CB
468
Commerce Bank
Missouri
$1.06M -$829K -25,950 -44%
KWM
469
Kingsview Wealth Management
Oregon
$1.05M +$56.4K +1,764 +6%
EWA
470
Exencial Wealth Advisors
Oklahoma
$1.05M +$33.3K +1,042 +3%
O3W
471
Omni 360 Wealth
New Jersey
$1.04M – – –
HWA
472
Heritage Wealth Advisors
Virginia
$1.04M – – –
SF
473
Symphony Financial
Texas
$1.03M -$16K -500 -2%
CFO
474
Collective Family Office
Pennsylvania
$1.03M – – –
RA
475
Rise Advisors
New York
$1.03M +$2.08K +65 +0.2%
17 18
19
20 21