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Dimensional US Core Equity 2 ETF
DFAC

Overview Fund Activity

794 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, 347 increasing their positions, 207 reducing their positions, and 22 closing their positions.

Holders
794
Holders Change
+34
Holders Change %
+4.47%
% of All Funds
11.51%
Holding in Top 10
201
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+1.52%
% of All Funds
2.91%
New
70
Increased
347
Reduced
207
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FPAS
1
Focus Partners Advisor Solutions
Missouri
$404M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$1.44B
3
GM
3
GeoWealth Management
Illinois
$91.2M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.66B
5
SIM
5
Stratos Investment Management
Ohio
$47.2M

Top Sellers

1
MHS
1
M Holdings Securities
Oregon
$573K
2
PCA
2
Prosperity Capital Advisors
Ohio
$82M
3
MSWM
3
McGlone Suttner Wealth Management
Wisconsin
$111M
4
FFM
4
Forum Financial Management
Illinois
$1.26B
5
SC
5
Savant Capital
Illinois
$171M
Name Holding Trade Value Shares
Change 		Shares
Change %
JTWM
26
Jackson Thornton Wealth Management
Alabama
$142M +$1.74M +54,608 +1%
TWP
27
TFO Wealth Partners
Ohio
$138M -$2.76M -86,442 -2%
AAM
28
Austin Asset Management
Texas
$135M -$1.04M -32,533 -0.8%
Cerity Partners
29
Cerity Partners
New York
$133M +$6.19M +193,873 +5%
CPA
30
Cardiff Park Advisors
California
$132M -$127K -3,974 -0.1%
EAM
31
Evanson Asset Management
California
$127M +$1.48M +46,352 +1%
TFP
32
Triune Financial Partners
Kansas
$115M -$950K -29,745 -0.8%
MSWM
33
McGlone Suttner Wealth Management
Wisconsin
$111M -$35.5M -1,112,406 -24%
SSC
34
Syverson Strege & Co
Iowa
$111M +$649K +20,308 +0.6%
ADL
35
Asset Dedication LLC
California
$110M +$9.14M +285,913 +9%
UBS Group
36
UBS Group
Switzerland
$109M -$1.8M -56,299 -2%
OFA
37
Onyx Financial Advisors
Idaho
$105M +$6.85M +214,528 +7%
AssetMark Inc
38
AssetMark Inc
California
$104M +$1.15M +35,947 +1%
AF
39
Allworth Financial
California
$103M -$2.68M -83,756 -3%
Mariner
40
Mariner
Kansas
$103M +$995K +31,138 +1%
NA
41
NewEdge Advisors
Louisiana
$99.5M +$11.3M +354,298 +13%
AFG
42
Altiora Financial Group
Ohio
$98.7M -$5.89M -184,403 -6%
Bank of America
43
Bank of America
North Carolina
$98.6M +$31.2M +975,884 +46%
CCA
44
Catalyst Capital Advisors
New York
$96.7M +$5.12M +160,140 +6%
MRC
45
Millburn Ridgefield Corp
New York
$96.7M +$5.12M +160,140 +6%
MWP
46
Meridian Wealth Partners
Pennsylvania
$95.6M -$2.07M -64,945 -2%
VAS
47
Vestmark Advisory Solutions
Massachusetts
$95.2M +$10.6M +330,863 +12%
CWM
48
Core Wealth Management
Florida
$94.7M +$2.79M +87,293 +3%
JWA
49
JFS Wealth Advisors
Pennsylvania
$93.5M +$773K +24,181 +0.8%
B
50
BetterWealth
California
$92.4M -$525K -16,443 -0.6%
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