DFAC icon

Dimensional US Core Equity 2 ETF
DFAC

Overview Fund Activity

853 hedge funds and large institutions have $24.4B invested in Dimensional US Core Equity 2 ETF in 2024 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 357 increasing their positions, 238 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
853
Holders Change
+32
Holders Change %
+3.9%
% of All Funds
12.34%
Holding in Top 10
209
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+2.96%
% of All Funds
3.02%
New
65
Increased
357
Reduced
238
Closed
23
Calls
$2.61M
Puts
–
Net Calls
+$2.61M
Net Calls Change
+$2.61M

Top Buyers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$1.31B
2
WANY
Wealthspire Advisors (New York)
New York
+$262M
3
WA
Wealthstream Advisors
New York
+$119M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$108M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$82.7M

Top Sellers

1
MSWM
McGlone Suttner Wealth Management
Wisconsin
-$62.8M
2
LWM
Liberty Wealth Management
California
-$26.7M
3
SWG
Summit Wealth Group
Vermont
-$25.5M
4
DWM
Diversify Wealth Management
Utah
-$21.4M
5
SW
Simplicity Wealth
New Jersey
-$17.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIP
476
Almanack Investment Partners
Pennsylvania
$1.21M +$240 +7 +0%
WS
477
Wedbush Securities
California
$1.21M – – –
OPWM
478
Oakwell Private Wealth Management
Texas
$1.18M -$211K -6,141 -15%
US Bancorp
479
US Bancorp
Minnesota
$1.17M +$29.4K +856 +3%
LG
480
LAM Group
Oregon
$1.16M +$240 +7 +0%
KWM
481
Kingsview Wealth Management
Oregon
$1.13M +$3.16K +92 +0.3%
CB
482
Commerce Bank
Missouri
$1.13M -$6K -175 -0.5%
O3W
483
Omni 360 Wealth
New Jersey
$1.11M – – –
HWA
484
Heritage Wealth Advisors
Virginia
$1.11M – – –
RA
485
Rise Advisors
New York
$1.11M +$3.09K +90 +0.3%
CFO
486
Collective Family Office
Pennsylvania
$1.11M – – –
SF
487
Symphony Financial
Texas
$1.11M – – –
APC
488
Aspire Private Capital
North Carolina
$1.11M +$24.1K +703 +2%
LBC
489
Lowe Brockenbrough & Co
Virginia
$1.1M +$1.1M +31,964 New
FSWA
490
Financial Synergies Wealth Advisors
Texas
$1.08M +$2.98K +87 +0.3%
DAS
491
Diversify Advisory Services
Utah
$1.08M +$243 +7 +0%
NFG
492
Northeast Financial Group
Pennsylvania
$1.08M -$354K -10,331 -25%
HPA
493
High Probability Advisors
New York
$1.06M +$103 +3 +0%
LA
494
Lane & Associates
New Jersey
$1.05M +$37.9K +1,104 +4%
CAI
495
Capital Advisors Inc
Oklahoma
$1.05M – – –
TP
496
Tranquility Partners
Tennessee
$1.05M -$42.8K -1,247 -4%
FWA
497
FSM Wealth Advisors
Ohio
$1.04M +$446 +13 +0%
PWLP
498
Prio Wealth Limited Partnership
Massachusetts
$1.04M – – –
EFL
499
ERn Financial LLC
Wisconsin
$1.03M – – –
TCM
500
TruNorth Capital Management
Michigan
$1.03M -$31.8K -928 -3%
18 19
20
21 22