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Dimensional US Core Equity 2 ETF
DFAC

Overview Fund Activity

991 hedge funds and large institutions have $26.6B invested in Dimensional US Core Equity 2 ETF in 2024 Q4 according to their latest regulatory filings, with 172 funds opening new positions, 333 increasing their positions, 284 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
991
Holders Change
+138
Holders Change %
+16.18%
% of All Funds
13.19%
Holding in Top 10
262
Holding in Top 10 Change
+53
Holding in Top 10 Change %
+25.36%
% of All Funds
3.49%
New
172
Increased
333
Reduced
284
Closed
18
Calls
$1.38M
Puts
–
Net Calls
+$1.38M
Net Calls Change
-$1.22M

Top Buyers

1
EP
Essential Planning
New Hampshire
+$137M
2
FPAS
Focus Partners Advisor Solutions
Missouri
+$103M
3
GM
GeoWealth Management
Illinois
+$101M
4
AC
Apella Capital
Connecticut
+$61.9M
5
SIM
Stratos Investment Management
Ohio
+$58.4M

Top Sellers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$124M
2
UBS Group
UBS Group
Switzerland
-$57.5M
3
SFS
Sowell Financial Services
Arkansas
-$34.1M
4
SC
Savant Capital
Illinois
-$28.7M
5
HSG
Helen Stephens Group
Texas
-$25.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
MW
476
Marcum Wealth
Ohio
$2.07M -$29.5K -852 -1%
GFWA
477
Grey Fox Wealth Advisors
Delaware
$2.06M +$865 +25 +0%
PP
478
PDS Planning
Ohio
$1.98M – – –
AWA
479
Aquire Wealth Advisors
Utah
$1.98M – – –
Lido Advisors
480
Lido Advisors
California
$1.97M -$26.4K -762 -1%
FIM
481
Freedom Investment Management
Connecticut
$1.96M +$39.7K +1,147 +2%
CCA
482
Cadent Capital Advisors
Oklahoma
$1.89M +$2.63K +76 +0.1%
EWA
483
Exencial Wealth Advisors
Oklahoma
$1.84M +$559K +16,152 +44%
OW
484
Olistico Wealth
Oklahoma
$1.84M – – –
Jane Street
485
Jane Street
New York
$1.82M +$1.82M +52,713 New
LFG
486
Larson Financial Group
Missouri
$1.82M +$3.53K +102 +0.2%
QCIG
487
Quad-Cities Investment Group
Iowa
$1.82M -$54.7K -1,581 -3%
BHWM
488
Beaird Harris Wealth Management
Texas
$1.81M -$18.3K -530 -1%
LWM
489
Level Wealth Management
North Carolina
$1.8M +$1.8M +52,038 New
SWP
490
Strategic Wealth Partners
Ohio
$1.8M – – –
PFBT
491
Parkside Financial Bank & Trust
Missouri
$1.8M -$17.7K -511 -1%
PGFC
492
Peapack-Gladstone Financial Corp
New Jersey
$1.79M -$1.57M -45,440 -47%
WPC
493
Wedmont Private Capital
Pennsylvania
$1.79M – – –
MA
494
MJP Associates
Connecticut
$1.78M +$934 +27 +0.1%
AO
495
Advisor OS
Illinois
$1.78M +$934 +27 +0.1%
KPWS
496
Kestra Private Wealth Services
Texas
$1.76M -$118K -3,398 -6%
CCWM
497
Cassaday & Co Wealth Management
Virginia
$1.76M – – –
CSB
498
City State Bank
Iowa
$1.74M +$185K +5,353 +12%
MA
499
McGrath & Associates
North Carolina
$1.69M +$1.69M +48,769 New
HIP
500
HUB Investment Partners
Texas
$1.68M +$373K +10,771 +28%
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