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Dimensional US Core Equity 2 ETF
DFAC

Overview Fund Activity

1,012 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, 420 increasing their positions, 307 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,012
Holders Change
+25
Holders Change %
+2.53%
% of All Funds
13.57%
Holding in Top 10
256
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-1.16%
% of All Funds
3.43%
New
82
Increased
420
Reduced
307
Closed
35
Calls
$1.31M
Puts
$254K
Net Calls
+$1.06M
Net Calls Change
-$459K

Top Buyers

1
VAS
Vestmark Advisory Solutions
Massachusetts
+$165M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$99.9M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$94M
4
AC
AWM Capital
Arizona
+$46.8M
5
FFM
Forum Financial Management
Illinois
+$39.4M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$101M
2
HFA
Hippocratic Financial Advisors
California
-$49.2M
3
HFS
Heritage Financial Services
Massachusetts
-$33.7M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$33M
5
FPAS
Focus Partners Advisor Solutions
Missouri
-$29.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAAM
476
Baker Avenue Asset Management
California
$2.6M – – –
LCM
477
Liberty Capital Management
Michigan
$2.59M – – –
MWM
478
Marietta Wealth Management
Georgia
$2.59M – – –
W
479
WealthCollab
Washington
$2.58M – – –
YWS
480
Yarger Wealth Strategies
Ohio
$2.56M +$7.67K +214 +0.3%
EWA
481
Exencial Wealth Advisors
Oklahoma
$2.53M +$27.5K +768 +1%
ATPW
482
Ashton Thomas Private Wealth
Arizona
$2.5M +$1.6M +44,676 +179%
PFS
483
Prospera Financial Services
Texas
$2.48M +$690K +19,255 +38%
4WM
484
49 Wealth Management
Texas
$2.48M +$7.42K +207 +0.3%
CFG
485
Citizens Financial Group
Rhode Island
$2.47M +$571K +15,923 +30%
JWCA
486
J.W. Cole Advisors
Florida
$2.45M +$1.44M +40,258 +143%
MEG
487
Millstone Evans Group
Colorado
$2.43M -$3.69M -102,875 -60%
SF
488
Strategent Financial
Virginia
$2.41M -$22.1K -617 -0.9%
SWM
489
Seaside Wealth Management
California
$2.4M +$44.9K +1,254 +2%
RCM
490
RB Capital Management
Nevada
$2.4M +$89.6K +2,500 +4%
CWA
491
Cascade Wealth Advisors
Washington
$2.39M +$2.39M +64,862 New
RMDI
492
R.M. Davis Inc
Maine
$2.35M – – –
M&T Bank
493
M&T Bank
New York
$2.34M – – –
Renaissance Technologies
494
Renaissance Technologies
New York
$2.32M +$1.92M +53,700 +484%
SMA
495
Sage Mountain Advisors
Georgia
$2.31M – – –
FYW
496
Future You Wealth
New York
$2.24M – – –
KFP
497
Keener Financial Planning
Texas
$2.24M – – –
CTC
498
Central Trust Company
Missouri
$2.24M +$1.8M +50,123 +405%
FWP
499
Family Wealth Partners
North Carolina
$2.22M – – –
HWM
500
HFG Wealth Management
Texas
$2.21M -$42.1K -1,276 -2%
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