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Dimensional US Core Equity 2 ETF
DFAC

Overview Fund Activity

991 hedge funds and large institutions have $26.6B invested in Dimensional US Core Equity 2 ETF in 2024 Q4 according to their latest regulatory filings, with 172 funds opening new positions, 333 increasing their positions, 284 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
991
Holders Change
+138
Holders Change %
+16.18%
% of All Funds
13.19%
Holding in Top 10
262
Holding in Top 10 Change
+53
Holding in Top 10 Change %
+25.36%
% of All Funds
3.49%
New
172
Increased
333
Reduced
284
Closed
18
Calls
$1.38M
Puts
–
Net Calls
+$1.38M
Net Calls Change
-$1.22M

Top Buyers

1
EP
Essential Planning
New Hampshire
+$137M
2
FPAS
Focus Partners Advisor Solutions
Missouri
+$103M
3
GM
GeoWealth Management
Illinois
+$101M
4
AC
Apella Capital
Connecticut
+$61.9M
5
SIM
Stratos Investment Management
Ohio
+$58.4M

Top Sellers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$124M
2
UBS Group
UBS Group
Switzerland
-$57.5M
3
SFS
Sowell Financial Services
Arkansas
-$34.1M
4
SC
Savant Capital
Illinois
-$28.7M
5
HSG
Helen Stephens Group
Texas
-$25.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
LCM
451
Liberty Capital Management
Michigan
$2.5M – – –
MWM
452
Marietta Wealth Management
Georgia
$2.5M – – –
YWS
453
Yarger Wealth Strategies
Ohio
$2.45M -$685K -19,801 -22%
HWM
454
HFG Wealth Management
Texas
$2.44M -$109K -3,167 -4%
SWM
455
Sanctuary Wealth Management
Idaho
$2.38M -$1.52K -44 -0.1%
VFIC
456
Valley Forge Investment Consultants
Pennsylvania
$2.37M – – –
KCM
457
KM Capital Management
Texas
$2.31M +$6.64K +192 +0.3%
MSFS
458
Main Street Financial Solutions
Pennsylvania
$2.3M +$336K +9,715 +17%
SWM
459
Seaside Wealth Management
California
$2.3M -$3.25K -94 -0.1%
SF
460
Strategent Financial
Virginia
$2.29M +$2.29M +66,256 New
AFA
461
American Financial Advisors
Georgia
$2.29M – – –
MGW
462
MB Generational Wealth
Washington
$2.26M -$165K -4,780 -7%
M&T Bank
463
M&T Bank
New York
$2.26M – – –
SMA
464
Sage Mountain Advisors
Georgia
$2.23M – – –
GOCP
465
Great Oak Capital Partners
Massachusetts
$2.2M -$451K -13,102 -17%
IA
466
IFP Advisors
Florida
$2.18M +$334K +9,666 +18%
FYW
467
Future You Wealth
New York
$2.17M +$2.17M +62,617 New
KFP
468
Keener Financial Planning
Texas
$2.16M +$1.32M +38,052 +155%
Northern Trust
469
Northern Trust
Illinois
$2.16M +$346K +10,003 +19%
ACP
470
Aviance Capital Partners
Florida
$2.16M -$40.7K -1,178 -2%
SAI
471
Savvy Advisors Inc
New York
$2.12M -$483K -13,967 -19%
RCM
472
RB Capital Management
Nevada
$2.12M +$15.8K +458 +0.8%
CWG
473
Cornerstone Wealth Group
North Carolina
$2.11M – – –
FWP
474
Family Wealth Partners
North Carolina
$2.1M – – –
OSAM
475
O'Shaughnessy Asset Management
Connecticut
$2.09M -$311 -9 -0%
17 18
19
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