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Dimensional US Core Equity 2 ETF
DFAC

Overview Fund Activity

1,011 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, 419 increasing their positions, 307 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,011
Holders Change
+25
Holders Change %
+2.54%
% of All Funds
13.56%
Holding in Top 10
255
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-1.16%
% of All Funds
3.42%
New
82
Increased
419
Reduced
307
Closed
35
Calls
$1.31M
Puts
$254K
Net Calls
+$1.06M
Net Calls Change
-$459K

Top Buyers

1
VAS
1
Vestmark Advisory Solutions
Massachusetts
$316M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$2.03B
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.97B
4
AC
4
AWM Capital
Arizona
$146M
5
FFM
5
Forum Financial Management
Illinois
$1.39B

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$36.5M
2
HFA
2
Hippocratic Financial Advisors
California
$10.1M
3
HFS
3
Heritage Financial Services
Massachusetts
$167M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$313M
5
FPAS
5
Focus Partners Advisor Solutions
Missouri
$558M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
501
IFP Advisors
Florida
$2.18M -$171K -4,770 -7%
KCM
502
KM Capital Management
Texas
$2.17M -$117K -3,269 -5%
WWA
503
WCG Wealth Advisors
Nevada
$2.16M -$441K -12,310 -17%
GOCP
504
Great Oak Capital Partners
Massachusetts
$2.16M -$169K -4,632 -7%
BF
505
Brooklyn FI
New York
$2.15M +$1.6M +44,707 +293%
SFM
506
Signet Financial Management
New Jersey
$2.13M -$189K -5,271 -8%
GFWA
507
Grey Fox Wealth Advisors
Delaware
$2.12M -$13.4K -375 -0.6%
AWM
508
Accurate Wealth Management
Florida
$2.12M +$2.12M +57,813 New
QCIG
509
Quad-Cities Investment Group
Iowa
$2.08M +$169K +4,713 +9%
SAI
510
Savvy Advisors Inc
New York
$2.07M -$387K -10,809 -16%
SDWMA
511
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.07M +$2.07M +57,831 New
FIM
512
Freedom Investment Management
Connecticut
$2.06M +$30K +837 +1%
PP
513
PDS Planning
Ohio
$2.06M – – –
AWA
514
Aquire Wealth Advisors
Utah
$2.05M – – –
AWS
515
Atria Wealth Solutions
New York
$2.04M -$137K -3,795 -6%
CCM
516
Coldstream Capital Management
Washington
$2.02M +$579K +16,156 +40%
PFBT
517
Parkside Financial Bank & Trust
Missouri
$1.96M -$32.1K -897 -2%
CCA
518
Cadent Capital Advisors
Oklahoma
$1.96M +$323 +9 +0%
CPC
519
Cookson Peirce & Co
Pennsylvania
$1.92M +$1.92M +53,627 New
Jones Financial Companies
520
Jones Financial Companies
Missouri
$1.9M -$463K -12,980 -20%
LFG
521
Larson Financial Group
Missouri
$1.89M -$251 -7 -0%
SB
522
Strategic Blueprint
Georgia
$1.88M +$18K +502 +1%
AFA
523
American Financial Advisors
Georgia
$1.87M -$503K -14,043 -21%
LWM
524
Level Wealth Management
North Carolina
$1.87M +$143 +4 +0%
CCWM
525
Cassaday & Co Wealth Management
Virginia
$1.82M -$7.74K -216 -0.4%
19 20
21
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