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Dimensional US Core Equity 2 ETF
DFAC

Overview Fund Activity

989 hedge funds and large institutions have $26.5B invested in Dimensional US Core Equity 2 ETF in 2024 Q4 according to their latest regulatory filings, with 172 funds opening new positions, 332 increasing their positions, 284 reducing their positions, and 18 closing their positions.

Holders
989
Holders Change
+137
Holders Change %
+16.08%
% of All Funds
13.17%
Holding in Top 10
261
Holding in Top 10 Change
+53
Holding in Top 10 Change %
+25.48%
% of All Funds
3.48%
New
172
Increased
332
Reduced
284
Closed
18
Calls
$1.38M
Puts
–
Net Calls
+$1.38M
Net Calls Change
-$1.22M

Top Buyers

1
EP
1
Essential Planning
New Hampshire
$139M
2
FPAS
2
Focus Partners Advisor Solutions
Missouri
$557M
3
GM
3
GeoWealth Management
Illinois
$186M
4
AC
4
Apella Capital
Connecticut
$367M
5
SIM
5
Stratos Investment Management
Ohio
$167M

Top Sellers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$1.61B
2
UBS Group
2
UBS Group
Switzerland
$54.9M
3
SFS
3
Sowell Financial Services
Arkansas
$5.53M
4
SC
4
Savant Capital
Illinois
$305M
5
HSG
5
Helen Stephens Group
Texas
$27M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIM
26
Stratos Investment Management
Ohio
$167M +$58.4M +1,688,782 +54%
WA
27
Wealthstream Advisors
New York
$165M +$9.15M +264,533 +6%
Bank of America
28
Bank of America
North Carolina
$161M +$16.4M +473,213 +11%
Baird Financial Group
29
Baird Financial Group
Wisconsin
$160M +$520K +15,032 +0.3%
PFA
30
Pure Financial Advisors
California
$156M -$3.62M -104,572 -2%
NA
31
NewEdge Advisors
Louisiana
$153M -$5.8M -167,688 -4%
AF
32
Allworth Financial
California
$151M +$7.53M +209,620 +5%
Cerity Partners
33
Cerity Partners
New York
$144M -$480K -13,884 -0.3%
CPA
34
Cardiff Park Advisors
California
$144M -$2.02M -58,351 -1%
TWP
35
TFO Wealth Partners
Ohio
$143M -$3.25M -93,983 -2%
AAM
36
Austin Asset Management
Texas
$142M -$2.64M -76,465 -2%
EAM
37
Evanson Asset Management
California
$140M +$1.08M +31,220 +0.8%
ADL
38
Asset Dedication LLC
California
$140M +$3.79M +109,473 +3%
EP
39
Essential Planning
New Hampshire
$139M +$137M +3,882,889 +6,720%
PCA
40
Prosperity Capital Advisors
Ohio
$136M +$16M +461,424 +13%
TFP
41
Triune Financial Partners
Kansas
$128M +$371K +10,722 +0.3%
VAS
42
Vestmark Advisory Solutions
Massachusetts
$126M +$5.91M +170,995 +5%
MSWM
43
McGlone Suttner Wealth Management
Wisconsin
$123M +$27.3M +788,869 +28%
Raymond James Financial
44
Raymond James Financial
Florida
$122M +$122M +3,533,067 New
SSC
45
Syverson Strege & Co
Iowa
$119M +$295K +8,535 +0.2%
SP
46
Symmetry Partners
Connecticut
$119M +$54.8M +1,583,972 +86%
OFA
47
Onyx Financial Advisors
Idaho
$117M +$22.9K +663 +0%
Mariner
48
Mariner
Kansas
$114M -$1.16M -33,489 -1%
OIA
49
OneDigital Investment Advisors
Kansas
$113M +$4.38M +126,582 +4%
Financial Engines Advisors
50
Financial Engines Advisors
California
$112M +$37.5M +1,084,848 +50%
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