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Dimensional US Core Equity 2 ETF
DFAC

998 hedge funds and large institutions have $26.7B invested in Dimensional US Core Equity 2 ETF in 2024 Q4 according to their latest regulatory filings, with 174 funds opening new positions, 336 increasing their positions, 285 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

867% more first-time investments, than exits

New positions opened: 174 | Existing positions closed: 18

25% more funds holding in top 10

Funds holding in top 10: 211 → 264 (+53)

18% more repeat investments, than reductions

Existing positions increased: 336 | Existing positions reduced: 285

16% more funds holding

Funds holding: 858 → 998 (+140)

9% more capital invested

Capital invested by funds: $24.5B → $26.7B (+$2.23B)

4.04% more ownership

Funds ownership: 78.57% → 82.6% (+4%)

Holders
998
Holders Change
+140
Holders Change %
+16.32%
% of All Funds
13.15%
Holding in Top 10
264
Holding in Top 10 Change
+53
Holding in Top 10 Change %
+25.12%
% of All Funds
3.48%
New
174
Increased
336
Reduced
285
Closed
18
Calls
$1.38M
Puts
–
Net Calls
+$1.38M
Net Calls Change
-$1.22M

Top Buyers

Rank Fund Capital Flow
1
EP
Essential Planning
New Hampshire
+$137M
2
FPAS
Focus Partners Advisor Solutions
Missouri
+$105M
3
GM
GeoWealth Management
Illinois
+$103M
4
AC
Apella Capital
Connecticut
+$63M
5
SIM
Stratos Investment Management
Ohio
+$59.5M

Top Sellers

Rank Fund Capital Flow
1
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$127M
2
UBS Group
UBS Group
Switzerland
-$58.6M
3
SFS
Sowell Financial Services
Arkansas
-$34.7M
4
SC
Savant Capital
Illinois
-$29.3M
5
HSG
Helen Stephens Group
Texas
-$26.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
AFA
526
Avant Financial Advisors
Texas
$1.43M +$1.45M +41,281 New
CAM
527
Clark Asset Management
New Hampshire
$1.4M – – –
TNBTD
528
Trustmark National Bank Trust Department
Mississippi
$1.35M – – –
PA
529
Probity Advisors
Texas
$1.35M – – –
Kovitz Investment Group Partners
530
Kovitz Investment Group Partners
Illinois
$1.35M -$457K -12,978 -25%
UF
531
Univest Financial
Pennsylvania
$1.34M -$184K -5,221 -12%
SWM
532
Shakespeare Wealth Management
Wisconsin
$1.34M +$32K +909 +2%
MIAS
533
Mason Investment Advisory Services
Virginia
$1.34M +$3.91K +111 +0.3%
SCTC
534
Sanibel Captiva Trust Company
Florida
$1.33M – – –
CCM
535
Coldstream Capital Management
Washington
$1.33M -$69.8K -1,982 -5%
FMC
536
First Merchants Corp
Indiana
$1.33M – – –
NB
537
Nicolet Bankshares
Wisconsin
$1.33M – – –
AWP
538
Axis Wealth Partners
Rhode Island
$1.32M +$1.34M +38,085 New
CWM
539
Connecticut Wealth Management
Connecticut
$1.31M -$121K -3,424 -8%
VWM
540
Vermillion Wealth Management
Minnesota
$1.31M +$1.33M +37,833 New
SIA
541
SeaBridge Investment Advisors
New Jersey
$1.31M +$1.33M +37,764 New
BFP
542
Brewster Financial Planning
New York
$1.29M – – –
LA
543
Lifeworks Advisors
Michigan
$1.28M -$136K -3,869 -9%
Neuberger Berman Group
544
Neuberger Berman Group
New York
$1.28M +$37.5K +1,064 +3%
MWM
545
MGB Wealth Management
Texas
$1.28M -$247K -7,000 -16%
VPIM
546
Vanguard Personalized Indexing Management
California
$1.25M – – –
MHFA
547
Mission Hills Financial Advisory
California
$1.24M – – –
DEM
548
Disciplined Equity Management
Florida
$1.24M – – –
ECM
549
Evergreen Capital Management
Washington
$1.22M – – –
AIP
550
Almanack Investment Partners
Pennsylvania
$1.22M +$247 +7 +0%
20 21
22
23 24

DFAC Hedge Fund Activity: Q4 2024 in Review

998 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Core Equity 2 ETF (DFAC) for Q4 2024, worth a combined $26.7B — up 9.1% from $24.5B a quarter earlier.

Buyers outnumbered sellers: 174 funds opened new DFAC positions and 18 closed out — a net gain of 156 holders — while 336 added to existing stakes and 285 trimmed.

The largest buyer was Essential Planning, adding an estimated $137M. The largest seller was Mercer Global Advisors, cutting an estimated $127M.

  • 998 institutional investors held Dimensional US Core Equity 2 ETF (DFAC) as of Q4 2024, up from 858 in Q3 2024.
  • Funds reported $26.7B of Dimensional US Core Equity 2 ETF stock for Q4 2024, up 9.1% quarter-over-quarter.
  • 174 funds opened new Dimensional US Core Equity 2 ETF positions in Q4 2024 and 18 closed out, a net change of +156 holders.
  • The largest Dimensional US Core Equity 2 ETF buyer in Q4 2024 was Essential Planning, an estimated $137M added.
  • The largest Dimensional US Core Equity 2 ETF seller in Q4 2024 was Mercer Global Advisors, an estimated $127M sold.

Based on aggregated 13F filings for Q4 2024.