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Dimensional US Core Equity 2 ETF
DFAC

Overview Fund Activity

987 hedge funds and large institutions have $25.6B invested in Dimensional US Core Equity 2 ETF in 2025 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 405 increasing their positions, 316 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
987
Holders Change
-4
Holders Change %
-0.4%
% of All Funds
13.41%
Holding in Top 10
259
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-1.15%
% of All Funds
3.52%
New
61
Increased
405
Reduced
316
Closed
41
Calls
$1.54M
Puts
$20K
Net Calls
+$1.52M
Net Calls Change
+$133K

Top Buyers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$240M
2
IA
Integrity Alliance
Iowa
+$71.7M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$49M
4
Osaic Holdings
Osaic Holdings
Arizona
+$43.4M
5
AC
Apella Capital
Connecticut
+$38.7M

Top Sellers

1
CW
Curio Wealth
Maryland
-$9.11B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$167M
3
HIGP
Hill Investment Group Partners
Missouri
-$130M
4
EP
Essential Planning
New Hampshire
-$127M
5
SIM
Stratos Investment Management
Ohio
-$49.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFG
501
Citizens Financial Group
Rhode Island
$1.75M +$1.75M +52,974 New
LFG
502
Larson Financial Group
Missouri
$1.74M +$2.87K +87 +0.2%
SB
503
Strategic Blueprint
Georgia
$1.72M +$184K +5,579 +12%
LWM
504
Level Wealth Management
North Carolina
$1.72M +$99 +3 +0%
OW
505
Olistico Wealth
Oklahoma
$1.71M -$36.3K -1,100 -2%
CWMK
506
Caliber Wealth Management (Kansas)
Kansas
$1.71M +$1.71M +51,956 New
MA
507
MJP Associates
Connecticut
$1.7M +$2.34K +71 +0.1%
AO
508
Advisor OS
Illinois
$1.7M +$2.34K +71 +0.1%
CCWM
509
Cassaday & Co Wealth Management
Virginia
$1.68M +$7.13K +216 +0.4%
PFS
510
Prospera Financial Services
Texas
$1.65M +$143K +4,330 +9%
BHWM
511
Beaird Harris Wealth Management
Texas
$1.64M -$82.5K -2,500 -5%
KPWS
512
Kestra Private Wealth Services
Texas
$1.63M -$47.5K -1,439 -3%
TWP
513
Triad Wealth Partners
Kansas
$1.63M +$1.22M +37,114 +306%
WPC
514
Wedmont Private Capital
Pennsylvania
$1.62M – – –
HIP
515
HUB Investment Partners
Texas
$1.61M +$528 +16 +0%
IIA
516
Integrity Investment Advisors
Colorado
$1.59M +$1.59M +48,300 New
Fifth Third Bancorp
517
Fifth Third Bancorp
Ohio
$1.59M -$14.9K -451 -0.9%
PGFC
518
Peapack-Gladstone Financial Corp
New Jersey
$1.57M -$134K -4,060 -8%
SFC
519
Strategic Financial Concepts
Texas
$1.56M – – –
US Bancorp
520
US Bancorp
Minnesota
$1.55M -$27.2K -823 -2%
Thrivent Financial for Lutherans
521
Thrivent Financial for Lutherans
Minnesota
$1.53M -$3.07M -87,506 -67%
BP
522
Ballentine Partners
Massachusetts
$1.52M – – –
AWP
523
Axis Wealth Partners
Rhode Island
$1.47M +$215K +6,529 +17%
PA
524
Parallel Advisors
California
$1.47M -$30.3K -918 -2%
OC
525
Oakworth Capital
Alabama
$1.47M +$581K +17,600 +66%
19 20
21
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