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Dimensional US Core Equity 2 ETF
DFAC

Overview Fund Activity

991 hedge funds and large institutions have $26.6B invested in Dimensional US Core Equity 2 ETF in 2024 Q4 according to their latest regulatory filings, with 172 funds opening new positions, 333 increasing their positions, 284 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
991
Holders Change
+138
Holders Change %
+16.18%
% of All Funds
13.19%
Holding in Top 10
262
Holding in Top 10 Change
+53
Holding in Top 10 Change %
+25.36%
% of All Funds
3.49%
New
172
Increased
333
Reduced
284
Closed
18
Calls
$1.38M
Puts
–
Net Calls
+$1.38M
Net Calls Change
-$1.22M

Top Buyers

1
EP
Essential Planning
New Hampshire
+$137M
2
FPAS
Focus Partners Advisor Solutions
Missouri
+$103M
3
GM
GeoWealth Management
Illinois
+$101M
4
AC
Apella Capital
Connecticut
+$61.9M
5
SIM
Stratos Investment Management
Ohio
+$58.4M

Top Sellers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$124M
2
UBS Group
UBS Group
Switzerland
-$57.5M
3
SFS
Sowell Financial Services
Arkansas
-$34.1M
4
SC
Savant Capital
Illinois
-$28.7M
5
HSG
Helen Stephens Group
Texas
-$25.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fifth Third Bancorp
501
Fifth Third Bancorp
Ohio
$1.68M +$200K +5,785 +13%
IWA
502
Icon Wealth Advisors
Texas
$1.66M +$1.66M +48,032 New
US Bancorp
503
US Bancorp
Minnesota
$1.65M +$472K +13,635 +40%
SFC
504
Strategic Financial Concepts
Texas
$1.64M +$1.64M +47,328 New
SB
505
Strategic Blueprint
Georgia
$1.61M +$127K +3,679 +9%
Ameriprise
506
Ameriprise
Minnesota
$1.6M +$1.3M +37,605 +435%
BP
507
Ballentine Partners
Massachusetts
$1.6M – – –
PFS
508
Prospera Financial Services
Texas
$1.58M +$711K +20,550 +82%
PA
509
Parallel Advisors
California
$1.57M +$240K +6,945 +18%
PIA
510
Pollock Investment Advisors
Michigan
$1.55M +$1.55M +44,897 New
CHJWM
511
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.53M – – –
YWM
512
Yardley Wealth Management
Pennsylvania
$1.53M +$760K +22,062 +99%
IC
513
IEQ Capital
California
$1.52M +$4.29K +124 +0.3%
IWM
514
IHT Wealth Management
Illinois
$1.52M -$399K -11,545 -21%
CAG
515
Csenge Advisory Group
Florida
$1.47M -$96.9K -2,800 -6%
CMP
516
Coston McIsaac & Partners
Maine
$1.46M -$71.7K -2,073 -5%
FA
517
Fortis Advisors
Pennsylvania
$1.45M +$4.19K +121 +0.3%
PWP
518
Parkwoods Wealth Partners
New York
$1.45M +$205K +5,940 +17%
JWCA
519
J.W. Cole Advisors
Florida
$1.43M +$45.3K +1,311 +3%
FIA
520
Foundations Investment Advisors
Arizona
$1.43M +$572K +16,538 +66%
GTAM
521
Global Trust Asset Management
Florida
$1.43M -$42.5K -1,230 -3%
SRB
522
Shotwell Rutter Baer
Michigan
$1.43M -$4.22K -123 -0.3%
AFA
523
Avant Financial Advisors
Texas
$1.43M +$1.43M +41,281 New
CAM
524
Clark Asset Management
New Hampshire
$1.4M – – –
TNBTD
525
Trustmark National Bank Trust Department
Mississippi
$1.35M – – –
19 20
21
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