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Dimensional US Core Equity 2 ETF
DFAC

Overview Fund Activity

820 hedge funds and large institutions have $22.2B invested in Dimensional US Core Equity 2 ETF in 2024 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 332 increasing their positions, 243 reducing their positions, and 30 closing their positions.

Holders
820
Holders Change
+26
Holders Change %
+3.27%
% of All Funds
11.93%
Holding in Top 10
202
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.5%
% of All Funds
2.94%
New
65
Increased
332
Reduced
243
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SC
1
Savant Capital
Illinois
$315M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$1.48B
3
ATI
3
ARK & TLK Investments
Oklahoma
$62.9M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.72B
5
AC
5
Apella Capital
Connecticut
$274M

Top Sellers

1
FFM
1
Forum Financial Management
Illinois
$1.2B
2
LNC
2
Lincoln National Corp
Pennsylvania
$0
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$319M
4
BSW
4
Buckingham Strategic Wealth
Missouri
$1.2B
5
GWM
5
Grand Wealth Management
Michigan
$71.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Baird Financial Group
26
Baird Financial Group
Wisconsin
$146M 4,523,643 +5,804 +0.1%
TWP
27
TFO Wealth Partners
Ohio
$138M 4,277,484 -37,325 -0.9%
AAM
28
Austin Asset Management
Texas
$136M 4,216,294 -12,547 -0.3%
CPA
29
Cardiff Park Advisors
California
$135M 4,175,578 +31,622 +0.8%
MSWM
30
McGlone Suttner Wealth Management
Wisconsin
$134M 4,600,262 +1,112,406 +32%
Cerity Partners
31
Cerity Partners
New York
$134M 4,146,105 -19,096 -0.5%
EAM
32
Evanson Asset Management
California
$128M 3,959,762 -4,025 -0.1%
ADL
33
Asset Dedication LLC
California
$120M 3,726,687 +289,344 +8%
Bank of America
34
Bank of America
North Carolina
$120M 3,720,408 +635,664 +21%
TFP
35
Triune Financial Partners
Kansas
$117M 3,631,616 +29,504 +0.8%
SSC
36
Syverson Strege & Co
Iowa
$111M 3,457,272 -2,768 -0.1%
OFA
37
Onyx Financial Advisors
Idaho
$108M 3,334,700 +44,421 +1%
AF
38
Allworth Financial
California
$107M 3,258,069 +21,167 +0.7%
UBS Group
39
UBS Group
Switzerland
$107M 3,320,233 -106,715 -3%
Mariner
40
Mariner
Kansas
$106M 3,279,005 +47,011 +1%
AssetMark Inc
41
AssetMark Inc
California
$104M 3,213,241 -44,200 -1%
MRC
42
Millburn Ridgefield Corp
New York
$103M 3,179,964 +154,181 +5%
CCA
43
Catalyst Capital Advisors
New York
$103M 3,179,964 +154,181 +5%
VAS
44
Vestmark Advisory Solutions
Massachusetts
$102M 3,173,856 +193,195 +6%
AFG
45
Altiora Financial Group
Ohio
$99.7M 3,092,732 +3,020 +0.1%
NA
46
NewEdge Advisors
Louisiana
$98.9M 3,068,549 -44,303 -1%
IWC
47
Integrated Wealth Concepts
Massachusetts
$98.6M 3,059,455 +658,126 +27%
CWM
48
Core Wealth Management
Florida
$97.8M 3,032,546 +68,233 +2%
JWA
49
JFS Wealth Advisors
Pennsylvania
$96.8M 3,002,982 +77,902 +3%
MWP
50
Meridian Wealth Partners
Pennsylvania
$94.3M 2,925,657 -65,117 -2%
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