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Dimensional US Core Equity 2 ETF
DFAC

Overview Fund Activity

1,012 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, 420 increasing their positions, 307 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,012
Holders Change
+25
Holders Change %
+2.53%
% of All Funds
13.57%
Holding in Top 10
256
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-1.16%
% of All Funds
3.43%
New
82
Increased
420
Reduced
307
Closed
35
Calls
$1.31M
Puts
$254K
Net Calls
+$1.06M
Net Calls Change
-$459K

Top Buyers

1
VAS
Vestmark Advisory Solutions
Massachusetts
+$165M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$99.9M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$94M
4
AC
AWM Capital
Arizona
+$46.8M
5
FFM
Forum Financial Management
Illinois
+$39.4M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$101M
2
HFA
Hippocratic Financial Advisors
California
-$49.2M
3
HFS
Heritage Financial Services
Massachusetts
-$33.7M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$33M
5
FPAS
Focus Partners Advisor Solutions
Missouri
-$29.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIS
451
Accredited Investor Services
Minnesota
$3.03M +$681 +19 +0%
WP
452
Wealthspan Partners
Iowa
$3.02M -$209K -5,841 -6%
CWP
453
Concord Wealth Partners
Virginia
$3.02M +$57.6K +1,606 +2%
CAMV
454
Concord Asset Management (Virginia)
Virginia
$3.02M +$3.02M +84,146 New
PWMG
455
Pioneer Wealth Management Group
Texas
$2.99M -$848K -23,652 -22%
HTWM
456
Hartmann Taylor Wealth Management
Texas
$2.97M -$10.8K -300 -0.4%
KA
457
Kure Advisory
Minnesota
$2.92M +$199K +5,560 +7%
LCWP
458
Legacy Capital Wealth Partners
Arkansas
$2.92M +$2.92M +81,408 New
CL
459
Choreo LLC
Illinois
$2.92M -$20.6K -575 -0.7%
FAIM
460
Financial Advocates Investment Management
Washington
$2.91M -$52K -1,450 -2%
SIC
461
Samalin Investment Counsel
New York
$2.89M +$329K +9,190 +13%
TNA
462
True North Advisors
Texas
$2.86M – – –
EFH
463
Eaton Financial Holdings
Florida
$2.85M +$2.85M +79,546 New
VC
464
Vestor Capital
Illinois
$2.84M +$1.57M +12,630 +123%
PCA
465
Pallas Capital Advisors
Massachusetts
$2.75M – – –
LWM
466
Lakeridge Wealth Management
Ohio
$2.75M -$1.39M -38,778 -34%
2L
467
25 LLC
Missouri
$2.75M +$51.2K +1,428 +2%
SA
468
Seneschal Advisors
Washington
$2.74M -$92K -2,567 -3%
CSB
469
City State Bank
Iowa
$2.73M +$60.2K +1,680 +2%
WPC
470
Wedmont Private Capital
Pennsylvania
$2.73M +$828K +22,729 +44%
Lido Advisors
471
Lido Advisors
California
$2.71M +$670K +18,707 +33%
EW
472
Evoke Wealth
California
$2.71M +$1.74M +48,511 +180%
1WM
473
1900 Wealth Management
Texas
$2.68M -$237K -6,601 -8%
TIAA Trust, National Association
474
TIAA Trust, National Association
North Carolina
$2.64M -$111K -3,109 -4%
AM
475
Atwater Malick
Pennsylvania
$2.61M -$94K -2,622 -3%
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