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Dimensional US Core Equity 2 ETF
DFAC

Overview Fund Activity

852 hedge funds and large institutions have $24.3B invested in Dimensional US Core Equity 2 ETF in 2024 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 356 increasing their positions, 238 reducing their positions, and 23 closing their positions.

Holders
852
Holders Change
+32
Holders Change %
+3.9%
% of All Funds
12.33%
Holding in Top 10
208
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+2.97%
% of All Funds
3.01%
New
65
Increased
356
Reduced
238
Closed
23
Calls
$2.61M
Puts
–
Net Calls
+$2.61M
Net Calls Change
+$2.61M

Top Buyers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$1.33B
2
WANY
2
Wealthspire Advisors (New York)
New York
$271M
3
WA
3
Wealthstream Advisors
New York
$155M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.94B
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$1.7B

Top Sellers

1
MSWM
1
McGlone Suttner Wealth Management
Wisconsin
$94.9M
2
LWM
2
Liberty Wealth Management
California
$31.3M
3
SWG
3
Summit Wealth Group
Vermont
$18.3M
4
DWM
4
Diversify Wealth Management
Utah
$17.6M
5
SW
5
Simplicity Wealth
New Jersey
$18M
Name Market Value Shares Shares
Change 		Shares
Change %
NA
26
NewEdge Advisors
Louisiana
$157M 4,577,800 +1,509,251 +49%
WA
27
Wealthstream Advisors
New York
$155M 4,517,361 +3,458,045 +326%
Wealth Enhancement Advisory Services
28
Wealth Enhancement Advisory Services
Minnesota
$154M 4,495,574 -149,071 -3%
TWP
29
TFO Wealth Partners
Ohio
$145M 4,219,798 -57,686 -1%
CPA
30
Cardiff Park Advisors
California
$145M 4,216,820 +41,242 +1%
AAM
31
Austin Asset Management
Texas
$144M 4,190,766 -25,528 -0.6%
Cerity Partners
32
Cerity Partners
New York
$144M 4,190,205 +44,100 +1%
Bank of America
33
Bank of America
North Carolina
$143M 4,170,606 +450,198 +12%
EAM
34
Evanson Asset Management
California
$138M 4,011,643 +51,881 +1%
AF
35
Allworth Financial
California
$137M 3,999,359 +741,290 +23%
ADL
36
Asset Dedication LLC
California
$135M 3,925,073 +198,386 +5%
TFP
37
Triune Financial Partners
Kansas
$127M 3,703,605 +71,989 +2%
PCA
38
Prosperity Capital Advisors
Ohio
$119M 3,482,211 +650,028 +23%
VAS
39
Vestmark Advisory Solutions
Massachusetts
$119M 3,472,524 +298,668 +9%
SSC
40
Syverson Strege & Co
Iowa
$118M 3,428,141 -29,131 -0.8%
OFA
41
Onyx Financial Advisors
Idaho
$116M 3,371,112 +36,412 +1%
Mariner
42
Mariner
Kansas
$114M 3,334,257 +55,252 +2%
UBS Group
43
UBS Group
Switzerland
$111M 3,248,998 -71,235 -2%
AssetMark Inc
44
AssetMark Inc
California
$108M 3,158,259 -54,982 -2%
OIA
45
OneDigital Investment Advisors
Kansas
$108M 3,136,038 +385,713 +14%
SIM
46
Stratos Investment Management
Ohio
$107M 3,130,907 +627,119 +25%
IWC
47
Integrated Wealth Concepts
Massachusetts
$107M 3,113,333 +53,878 +2%
AFG
48
Altiora Financial Group
Ohio
$107M 3,111,951 +19,219 +0.6%
JWA
49
JFS Wealth Advisors
Pennsylvania
$105M 3,055,187 +52,205 +2%
CSIA
50
Conrad Siegel Investment Advisors
Pennsylvania
$103M 3,004,233 +80,541 +3%
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