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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 %
EB
526
Emprise Bank
Kansas
$713K +$713K +22,316 New
SPC
527
Sigma Planning Corp
Michigan
$710K +$399K +12,493 +128%
TA
528
TFB Advisors
Kansas
$702K +$84.1K +2,770 +14%
BB
529
Busey Bank
Illinois
$700K – – –
YWM
530
Yoder Wealth Management
California
$698K +$22.4K +700 +3%
BMD
531
Better Money Decisions
New Mexico
$689K -$28.8K -900 -4%
CBFP
532
Cedar Brook Financial Partners
Ohio
$689K +$58.8K +1,839 +9%
BAWC
533
Boyce & Associates Wealth Consulting
Texas
$688K +$52.4K +1,639 +8%
BTW
534
Boston Trust Walden
Massachusetts
$688K – – –
PIFP
535
Partners in Financial Planning
Virginia
$685K -$192 -6 -0%
PNC Financial Services Group
536
PNC Financial Services Group
Pennsylvania
$682K +$588K +18,407 +628%
CSIC
537
Clifford Swan Investment Counsel
California
$681K – – –
AIS
538
American Investment Services
Massachusetts
$673K +$352K +11,014 +110%
FWM
539
Fortress Wealth Management
California
$672K -$41.5K -1,298 -6%
SPP
540
Single Point Partners
Massachusetts
$670K – – –
SB
541
Strategic Blueprint
Georgia
$665K -$831 -26 -0.1%
GCA
542
Gradient Capital Advisors
California
$663K +$38.4K +1,202 +6%
KAS
543
KPP Advisory Services
Kentucky
$662K +$662K +20,709 New
JCM
544
Jacobi Capital Management
Pennsylvania
$647K -$792K -24,790 -55%
AR
545
Apeiron RIA
Texas
$639K – – –
PFGIA
546
Patriot Financial Group Insurance Agency
Massachusetts
$624K +$160 +5 +0%
KP
547
Keel Point
Alabama
$623K +$2.78K +87 +0.4%
JIC
548
Johnson Investment Counsel
Ohio
$615K – – –
HWM
549
HB Wealth Management
Georgia
$597K +$234K +7,323 +64%
SRC
550
Sage Rhino Capital
California
$595K -$9.81K -307 -2%
20 21
22
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