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Dimensional US Core Equity 2 ETF
DFAC

Overview Fund Activity

987 hedge funds and large institutions have $25.6B invested in Dimensional US Core Equity 2 ETF in 2025 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 405 increasing their positions, 316 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
987
Holders Change
-4
Holders Change %
-0.4%
% of All Funds
13.41%
Holding in Top 10
259
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-1.15%
% of All Funds
3.52%
New
61
Increased
405
Reduced
316
Closed
41
Calls
$1.54M
Puts
$20K
Net Calls
+$1.52M
Net Calls Change
+$133K

Top Buyers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$240M
2
IA
Integrity Alliance
Iowa
+$71.7M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$49M
4
Osaic Holdings
Osaic Holdings
Arizona
+$43.4M
5
AC
Apella Capital
Connecticut
+$38.7M

Top Sellers

1
CW
Curio Wealth
Maryland
-$9.11B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$167M
3
HIGP
Hill Investment Group Partners
Missouri
-$130M
4
EP
Essential Planning
New Hampshire
-$127M
5
SIM
Stratos Investment Management
Ohio
-$49.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
KA
451
Kure Advisory
Minnesota
$2.5M +$2.5M +75,858 New
2L
452
25 LLC
Missouri
$2.49M -$422K -12,801 -15%
AM
453
Atwater Malick
Pennsylvania
$2.49M -$116K -3,514 -4%
CSB
454
City State Bank
Iowa
$2.46M +$802K +24,303 +48%
MA
455
McGrath & Associates
North Carolina
$2.41M +$801K +24,293 +50%
WWA
456
WCG Wealth Advisors
Nevada
$2.4M -$17.4K -528 -0.7%
BAAM
457
Baker Avenue Asset Management
California
$2.4M – – –
LCM
458
Liberty Capital Management
Michigan
$2.39M – – –
MWM
459
Marietta Wealth Management
Georgia
$2.38M – – –
OSAM
460
O'Shaughnessy Asset Management
Connecticut
$2.38M +$383K +11,615 +19%
AWM
461
AE Wealth Management
Kansas
$2.38M -$142K -4,292 -6%
W
462
WealthCollab
Washington
$2.37M -$97.8K -2,964 -4%
HWM
463
HFG Wealth Management
Texas
$2.37M -$96.7K -2,796 -4%
SIC
464
Samalin Investment Counsel
New York
$2.36M -$1.52M -46,033 -39%
YWS
465
Yarger Wealth Strategies
Ohio
$2.35M +$5.77K +175 +0.2%
EWA
466
Exencial Wealth Advisors
Oklahoma
$2.31M +$552K +16,731 +31%
4WM
467
49 Wealth Management
Texas
$2.28M +$2.28M +69,044 New
SAI
468
Savvy Advisors Inc
New York
$2.26M +$240K +7,288 +12%
VFIC
469
Valley Forge Investment Consultants
Pennsylvania
$2.26M – – –
SF
470
Strategent Financial
Virginia
$2.24M +$51.8K +1,570 +2%
GOCP
471
Great Oak Capital Partners
Massachusetts
$2.2M – – –
AFA
472
American Financial Advisors
Georgia
$2.18M – – –
Northern Trust
473
Northern Trust
Illinois
$2.18M +$121K +3,656 +6%
Jones Financial Companies
474
Jones Financial Companies
Missouri
$2.17M +$1.29M +39,295 +146%
SWM
475
Seaside Wealth Management
California
$2.17M -$22.5K -683 -1%
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