DFAC icon

Dimensional US Core Equity 2 ETF
DFAC

Overview Fund Activity

795 hedge funds and large institutions have $21.2B invested in Dimensional US Core Equity 2 ETF in 2024 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 348 increasing their positions, 207 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
795
Holders Change
+34
Holders Change %
+4.47%
% of All Funds
11.52%
Holding in Top 10
202
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+1.51%
% of All Funds
2.93%
New
70
Increased
348
Reduced
207
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FPAS
Focus Partners Advisor Solutions
Missouri
+$199M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$135M
3
GM
GeoWealth Management
Illinois
+$91.2M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$72.8M
5
SIM
Stratos Investment Management
Ohio
+$47.2M

Top Sellers

1
MHS
M Holdings Securities
Oregon
-$71.8M
2
PCA
Prosperity Capital Advisors
Ohio
-$49.9M
3
MSWM
McGlone Suttner Wealth Management
Wisconsin
-$35.5M
4
FFM
Forum Financial Management
Illinois
-$29.4M
5
SC
Savant Capital
Illinois
-$18.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
QFA
501
Quantum Financial Advisors
California
$888K – – –
DJSG
502
D.J. St. Germain
Massachusetts
$885K – – –
EW
503
Evoke Wealth
California
$868K +$868K +27,176 New
MPW
504
Monterey Private Wealth
California
$860K -$46.6K -1,459 -5%
OC
505
Oakworth Capital
Alabama
$858K – – –
IFWM
506
Institute for Wealth Management
Colorado
$855K +$855K +26,757 New
EWA
507
Elevate Wealth Advisory
Georgia
$854K -$106K -3,317 -11%
SMA
508
Sage Mountain Advisors
Georgia
$853K -$144K -4,511 -14%
DCM
509
DGS Capital Management
New Jersey
$845K – – –
ACA
510
Affinity Capital Advisors
California
$819K – – –
ACC
511
Acorn Creek Capital
Colorado
$813K +$26.8K +838 +3%
CWM
512
CarsonAllaria Wealth Management
Illinois
$806K +$1.66K +52 +0.2%
CFS
513
CRA Financial Services
New Jersey
$805K – – –
SFS
514
Security Financial Services
Indiana
$805K -$79.8K -2,498 -9%
RPSA
515
Richard P. Slaughter Associates
Texas
$805K – – –
CGFA
516
Colton Groome Financial Advisors
North Carolina
$794K – – –
RWM
517
Revisor Wealth Management
Ohio
$793K +$29.8K +975 +4%
SRSA
518
S.R. Schill & Associates
Washington
$751K +$1.53K +48 +0.2%
SWMG
519
Sard Wealth Management Group
Georgia
$750K -$150K -4,687 -17%
CG
520
Caprock Group
Idaho
$743K -$6.58K -206 -0.9%
TFM
521
TFC Financial Management
Massachusetts
$732K +$1.47K +46 +0.2%
LSA
522
Lion Street Advisors
Texas
$719K – – –
MPAM
523
Murphy Pohlad Asset Management
Minnesota
$719K – – –
FFA
524
First Foundation Advisors
California
$717K – – –
QPWM
525
Quadrant Private Wealth Management
Pennsylvania
$715K – – –
19 20
21
22 23