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Dimensional US Core Equity 2 ETF
DFAC

Overview Fund Activity

987 hedge funds and large institutions have $25.6B invested in Dimensional US Core Equity 2 ETF in 2025 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 405 increasing their positions, 316 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
987
Holders Change
-4
Holders Change %
-0.4%
% of All Funds
13.41%
Holding in Top 10
259
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-1.15%
% of All Funds
3.52%
New
61
Increased
405
Reduced
316
Closed
41
Calls
$1.54M
Puts
$20K
Net Calls
+$1.52M
Net Calls Change
+$133K

Top Buyers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$240M
2
IA
Integrity Alliance
Iowa
+$71.7M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$49M
4
Osaic Holdings
Osaic Holdings
Arizona
+$43.4M
5
AC
Apella Capital
Connecticut
+$38.7M

Top Sellers

1
CW
Curio Wealth
Maryland
-$9.11B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$167M
3
HIGP
Hill Investment Group Partners
Missouri
-$130M
4
EP
Essential Planning
New Hampshire
-$127M
5
SIM
Stratos Investment Management
Ohio
-$49.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
RMDI
476
R.M. Davis Inc
Maine
$2.16M -$1.09M -32,960 -33%
IA
477
IFP Advisors
Florida
$2.16M +$79.9K +2,422 +4%
M&T Bank
478
M&T Bank
New York
$2.15M – – –
SFM
479
Signet Financial Management
New Jersey
$2.13M -$252K -7,639 -11%
SMA
480
Sage Mountain Advisors
Georgia
$2.13M – – –
RCM
481
RB Capital Management
Nevada
$2.12M +$104K +3,156 +5%
KCM
482
KM Capital Management
Texas
$2.1M -$95.9K -2,908 -4%
PIA
483
Pollock Investment Advisors
Michigan
$2.08M +$604K +18,303 +41%
FYW
484
Future You Wealth
New York
$2.07M – – –
KFP
485
Keener Financial Planning
Texas
$2.06M – – –
FWP
486
Family Wealth Partners
North Carolina
$2.04M +$45.6K +1,382 +2%
AIM
487
Archer Investment Management
Texas
$2.02M +$945K +28,630 +88%
ACP
488
Aviance Capital Partners
Florida
$2.02M -$40K -1,212 -2%
CWG
489
Cornerstone Wealth Group
North Carolina
$2.01M – – –
AWS
490
Atria Wealth Solutions
New York
$1.99M -$1.24M -37,580 -38%
MW
491
Marcum Wealth
Ohio
$1.98M +$3.37K +102 +0.2%
GFWA
492
Grey Fox Wealth Advisors
Delaware
$1.97M +$4.85K +147 +0.2%
PP
493
PDS Planning
Ohio
$1.89M – – –
AWA
494
Aquire Wealth Advisors
Utah
$1.89M – – –
Lido Advisors
495
Lido Advisors
California
$1.88M +$165 +5 +0%
FIM
496
Freedom Investment Management
Connecticut
$1.87M -$1.75K -53 -0.1%
PFBT
497
Parkside Financial Bank & Trust
Missouri
$1.85M +$121K +3,640 +7%
CCA
498
Cadent Capital Advisors
Oklahoma
$1.8M +$2.18K +66 +0.1%
VCM
499
Virtue Capital Management
Tennessee
$1.79M +$1.79M +54,108 New
QCIG
500
Quad-Cities Investment Group
Iowa
$1.76M +$25.7K +780 +1%
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