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Dimensional US Core Equity 2 ETF
DFAC

Overview Fund Activity

853 hedge funds and large institutions have $24.4B invested in Dimensional US Core Equity 2 ETF in 2024 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 357 increasing their positions, 238 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
853
Holders Change
+32
Holders Change %
+3.9%
% of All Funds
12.34%
Holding in Top 10
209
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+2.96%
% of All Funds
3.02%
New
65
Increased
357
Reduced
238
Closed
23
Calls
$2.61M
Puts
–
Net Calls
+$2.61M
Net Calls Change
+$2.61M

Top Buyers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$1.31B
2
WANY
Wealthspire Advisors (New York)
New York
+$262M
3
WA
Wealthstream Advisors
New York
+$119M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$108M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$82.7M

Top Sellers

1
MSWM
McGlone Suttner Wealth Management
Wisconsin
-$62.8M
2
LWM
Liberty Wealth Management
California
-$26.7M
3
SWG
Summit Wealth Group
Vermont
-$25.5M
4
DWM
Diversify Wealth Management
Utah
-$21.4M
5
SW
Simplicity Wealth
New Jersey
-$17.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
JC
501
JB Capital
Connecticut
$1.03M -$26.5K -772 -3%
FWI
502
Facet Wealth Inc
Maryland
$1.02M +$2.76K +81 +0.3%
MFWP
503
Mosaic Family Wealth Partners
Missouri
$1M -$17.3K -505 -2%
GLA
504
Good Life Advisors
Pennsylvania
$1M +$1M +29,278 New
MCA
505
Magnolia Capital Advisors
Mississippi
$998K -$2.4K -70 -0.2%
MFG
506
Mendota Financial Group
Wisconsin
$993K -$442K -12,879 -31%
RB
507
Renasant Bank
Mississippi
$988K – – –
AWM
508
Aspire Wealth Management
Massachusetts
$984K -$7.48K -218 -0.8%
WT
509
Washington Trust
Rhode Island
$975K – – –
SOS
510
Silver Oak Securities
Tennessee
$973K +$174K +5,094 +22%
PIA
511
Perennial Investment Advisors
California
$968K +$2.74K +80 +0.3%
ASN
512
Advisory Services Network
Georgia
$967K – – –
ECG
513
Edge Capital Group
Georgia
$964K – – –
NP
514
NorthRock Partners
Minnesota
$956K – – –
QFA
515
Quantum Financial Advisors
California
$953K – – –
BRWA
516
B. Riley Wealth Advisors
Florida
$947K +$527K +15,435 +126%
Kovitz Investment Group Partners
517
Kovitz Investment Group Partners
Illinois
$937K +$680K +37,647 +265%
FFS
518
Founders Financial Securities
Maryland
$935K -$143K -4,178 -13%
EW
519
Evoke Wealth
California
$925K +$925K +26,986 New
MPW
520
Monterey Private Wealth
California
$925K +$1.2K +35 +0.1%
OC
521
Oakworth Capital
Alabama
$921K – – –
IFWM
522
Institute for Wealth Management
Colorado
$918K +$549 +16 +0.1%
DCM
523
DGS Capital Management
New Jersey
$907K – – –
QCM
524
QRG Capital Management
Illinois
$907K +$69.8K +2,037 +8%
HWM
525
HB Wealth Management
Georgia
$903K +$321K +9,373 +55%
19 20
21
22 23