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Dimensional US Core Equity 2 ETF
DFAC

Overview Fund Activity

795 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, 348 increasing their positions, 207 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
795
Holders Change
+34
Holders Change %
+4.47%
% of All Funds
11.52%
Holding in Top 10
202
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+1.51%
% of All Funds
2.93%
New
70
Increased
348
Reduced
207
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FPAS
Focus Partners Advisor Solutions
Missouri
+$199M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$135M
3
GM
GeoWealth Management
Illinois
+$91.2M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$72.8M
5
SIM
Stratos Investment Management
Ohio
+$47.2M

Top Sellers

1
MHS
M Holdings Securities
Oregon
-$71.8M
2
PCA
Prosperity Capital Advisors
Ohio
-$49.9M
3
MSWM
McGlone Suttner Wealth Management
Wisconsin
-$35.5M
4
FFM
Forum Financial Management
Illinois
-$29.4M
5
SC
Savant Capital
Illinois
-$18.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
TP
476
Tranquility Partners
Tennessee
$1.02M +$19.9K +624 +2%
SWM
477
Shakespeare Wealth Management
Wisconsin
$1.02M +$40.2K +1,259 +4%
FFS
478
Founders Financial Securities
Maryland
$1.01M +$140K +4,381 +16%
FSWA
479
Financial Synergies Wealth Advisors
Texas
$1M +$15.1K +472 +2%
HPA
480
High Probability Advisors
New York
$1,000K +$1,000K +31,293 New
Northern Trust
481
Northern Trust
Illinois
$998K -$432K -13,530 -30%
TCM
482
TruNorth Capital Management
Michigan
$989K +$989K +30,954 New
DAS
483
Diversify Advisory Services
Utah
$987K +$987K +31,012 New
JC
484
JB Capital
Connecticut
$979K +$89.5K +2,802 +10%
US Bancorp
485
US Bancorp
Minnesota
$969K +$575K +17,998 +146%
FWA
486
FSM Wealth Advisors
Ohio
$967K +$288 +9 +0%
PWLP
487
Prio Wealth Limited Partnership
Massachusetts
$967K – – –
EFL
488
ERn Financial LLC
Wisconsin
$964K – – –
LA
489
Lane & Associates
New Jersey
$954K +$71.4K +2,235 +8%
MFWP
490
Mosaic Family Wealth Partners
Missouri
$952K +$268K +8,395 +39%
ICG
491
InterOcean Capital Group
Tennessee
$947K +$80.1K +2,506 +9%
APC
492
Aspire Private Capital
North Carolina
$947K +$317K +9,932 +50%
IA
493
IFP Advisors
Florida
$937K +$64 +2 +0%
FCG
494
Fielder Capital Group
Tennessee
$934K -$385K -12,043 -29%
RB
495
Renasant Bank
Mississippi
$920K +$920K +28,800 New
AWM
496
Aspire Wealth Management
Massachusetts
$917K +$30.5K +956 +3%
MAA
497
Mraz Amerine & Associates
California
$908K -$238K -7,449 -21%
PIA
498
Perennial Investment Advisors
California
$907K – – –
ECG
499
Edge Capital Group
Georgia
$898K +$898K +28,110 New
NP
500
NorthRock Partners
Minnesota
$890K – – –
18 19
20
21 22