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Dimensional US Core Equity 2 ETF
DFAC

Overview Fund Activity

853 hedge funds and large institutions have $24.4B invested in Dimensional US Core Equity 2 ETF in 2024 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 357 increasing their positions, 238 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
853
Holders Change
+32
Holders Change %
+3.9%
% of All Funds
12.34%
Holding in Top 10
209
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+2.96%
% of All Funds
3.02%
New
65
Increased
357
Reduced
238
Closed
23
Calls
$2.61M
Puts
–
Net Calls
+$2.61M
Net Calls Change
+$2.61M

Top Buyers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$1.31B
2
WANY
Wealthspire Advisors (New York)
New York
+$262M
3
WA
Wealthstream Advisors
New York
+$119M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$108M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$82.7M

Top Sellers

1
MSWM
McGlone Suttner Wealth Management
Wisconsin
-$62.8M
2
LWM
Liberty Wealth Management
California
-$26.7M
3
SWG
Summit Wealth Group
Vermont
-$25.5M
4
DWM
Diversify Wealth Management
Utah
-$21.4M
5
SW
Simplicity Wealth
New Jersey
-$17.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
451
Clark Asset Management
New Hampshire
$1.39M +$189K +5,510 +16%
CCM
452
Coldstream Capital Management
Washington
$1.39M – – –
JWCA
453
J.W. Cole Advisors
Florida
$1.38M -$105K -3,071 -7%
AFS
454
Annapolis Financial Services
Maryland
$1.35M +$15.8K +460 +1%
TNBTD
455
Trustmark National Bank Trust Department
Mississippi
$1.34M – – –
PA
456
Probity Advisors
Texas
$1.34M +$1.34M +38,944 New
MIAS
457
Mason Investment Advisory Services
Virginia
$1.33M +$3.64K +106 +0.3%
SCTC
458
Sanibel Captiva Trust Company
Florida
$1.32M – – –
FMC
459
First Merchants Corp
Indiana
$1.32M – – –
PA
460
Parallel Advisors
California
$1.32M -$1.61K -47 -0.1%
NB
461
Nicolet Bankshares
Wisconsin
$1.32M +$1.32M +38,413 New
HIP
462
HUB Investment Partners
Texas
$1.3M +$1.54K +45 +0.1%
SWM
463
Shakespeare Wealth Management
Wisconsin
$1.3M +$66K +1,924 +5%
PMG
464
ProVise Management Group
Florida
$1.29M +$3.12K +91 +0.2%
MHFA
465
Mission Hills Financial Advisory
California
$1.29M +$1.29M +35,947 New
BFP
466
Brewster Financial Planning
New York
$1.28M – – –
EWA
467
Exencial Wealth Advisors
Oklahoma
$1.27M +$30.4K +887 +2%
CFG
468
Cooper Financial Group
California
$1.25M – – –
BCM
469
Brookstone Capital Management
Illinois
$1.24M -$61.7K -1,800 -5%
VPIM
470
Vanguard Personalized Indexing Management
California
$1.24M – – –
LSA
471
Lion Street Advisors
Texas
$1.24M +$589K +17,185 +91%
Neuberger Berman Group
472
Neuberger Berman Group
New York
$1.23M +$15.7K +457 +1%
PWP
473
Parkwoods Wealth Partners
New York
$1.23M +$1.23M +35,979 New
DEM
474
Disciplined Equity Management
Florida
$1.23M +$2.4K +70 +0.2%
ECM
475
Evergreen Capital Management
Washington
$1.21M – – –
17 18
19
20 21