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Dimensional US Core Equity 2 ETF
DFAC

Overview Fund Activity

1,011 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, 419 increasing their positions, 307 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,011
Holders Change
+25
Holders Change %
+2.54%
% of All Funds
13.56%
Holding in Top 10
255
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-1.16%
% of All Funds
3.42%
New
82
Increased
419
Reduced
307
Closed
35
Calls
$1.31M
Puts
$254K
Net Calls
+$1.06M
Net Calls Change
-$459K

Top Buyers

1
VAS
1
Vestmark Advisory Solutions
Massachusetts
$316M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$2.03B
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.97B
4
AC
4
AWM Capital
Arizona
$146M
5
FFM
5
Forum Financial Management
Illinois
$1.39B

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$36.5M
2
HFA
2
Hippocratic Financial Advisors
California
$10.1M
3
HFS
3
Heritage Financial Services
Massachusetts
$167M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$313M
5
FPAS
5
Focus Partners Advisor Solutions
Missouri
$558M
Name Holding Trade Value Shares
Change 		Shares
Change %
LCM
476
Liberty Capital Management
Michigan
$2.59M – – –
MWM
477
Marietta Wealth Management
Georgia
$2.59M – – –
W
478
WealthCollab
Washington
$2.58M – – –
YWS
479
Yarger Wealth Strategies
Ohio
$2.56M +$7.67K +214 +0.3%
EWA
480
Exencial Wealth Advisors
Oklahoma
$2.53M +$27.5K +768 +1%
ATPW
481
Ashton Thomas Private Wealth
Arizona
$2.5M +$1.6M +44,676 +179%
PFS
482
Prospera Financial Services
Texas
$2.48M +$690K +19,255 +38%
4WM
483
49 Wealth Management
Texas
$2.48M +$7.42K +207 +0.3%
CFG
484
Citizens Financial Group
Rhode Island
$2.47M +$571K +15,923 +30%
JWCA
485
J.W. Cole Advisors
Florida
$2.45M +$1.44M +40,258 +143%
MEG
486
Millstone Evans Group
Colorado
$2.43M -$3.69M -102,875 -60%
SF
487
Strategent Financial
Virginia
$2.41M -$22.1K -617 -0.9%
SWM
488
Seaside Wealth Management
California
$2.4M +$44.9K +1,254 +2%
RCM
489
RB Capital Management
Nevada
$2.4M +$89.6K +2,500 +4%
CWA
490
Cascade Wealth Advisors
Washington
$2.39M +$2.39M +64,862 New
RMDI
491
R.M. Davis Inc
Maine
$2.35M – – –
M&T Bank
492
M&T Bank
New York
$2.34M – – –
Renaissance Technologies
493
Renaissance Technologies
New York
$2.32M +$1.92M +53,700 +484%
SMA
494
Sage Mountain Advisors
Georgia
$2.31M – – –
FYW
495
Future You Wealth
New York
$2.24M – – –
KFP
496
Keener Financial Planning
Texas
$2.24M – – –
CTC
497
Central Trust Company
Missouri
$2.24M +$1.8M +50,123 +405%
FWP
498
Family Wealth Partners
North Carolina
$2.22M – – –
HWM
499
HFG Wealth Management
Texas
$2.21M -$42.1K -1,276 -2%
ACP
500
Aviance Capital Partners
Florida
$2.2M +$13.3K +371 +0.6%
18 19
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