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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 %
PA
526
Probity Advisors
Texas
$1.35M – – –
Kovitz Investment Group Partners
527
Kovitz Investment Group Partners
Illinois
$1.35M -$449K -12,978 -25%
UF
528
Univest Financial
Pennsylvania
$1.34M -$181K -5,221 -12%
SWM
529
Shakespeare Wealth Management
Wisconsin
$1.34M +$31.4K +909 +2%
MIAS
530
Mason Investment Advisory Services
Virginia
$1.34M +$3.84K +111 +0.3%
SCTC
531
Sanibel Captiva Trust Company
Florida
$1.33M – – –
CCM
532
Coldstream Capital Management
Washington
$1.33M -$68.6K -1,982 -5%
FMC
533
First Merchants Corp
Indiana
$1.33M – – –
NB
534
Nicolet Bankshares
Wisconsin
$1.33M – – –
AWP
535
Axis Wealth Partners
Rhode Island
$1.32M +$1.32M +38,085 New
CWM
536
Connecticut Wealth Management
Connecticut
$1.31M -$118K -3,424 -8%
VWM
537
Vermillion Wealth Management
Minnesota
$1.31M +$1.31M +37,833 New
SIA
538
SeaBridge Investment Advisors
New Jersey
$1.31M +$1.31M +37,764 New
BFP
539
Brewster Financial Planning
New York
$1.29M – – –
LA
540
Lifeworks Advisors
Michigan
$1.28M -$134K -3,869 -9%
Neuberger Berman Group
541
Neuberger Berman Group
New York
$1.28M +$36.8K +1,064 +3%
MWM
542
MGB Wealth Management
Texas
$1.28M -$242K -7,000 -16%
VPIM
543
Vanguard Personalized Indexing Management
California
$1.25M – – –
MHFA
544
Mission Hills Financial Advisory
California
$1.24M – – –
DEM
545
Disciplined Equity Management
Florida
$1.24M – – –
ECM
546
Evergreen Capital Management
Washington
$1.22M – – –
AIP
547
Almanack Investment Partners
Pennsylvania
$1.22M +$242 +7 +0%
WS
548
Wedbush Securities
California
$1.22M -$3.46K -100 -0.3%
MADFP
549
Michael A Dubis Financial Planning
Wisconsin
$1.21M +$1.21M +34,921 New
LSA
550
Lion Street Advisors
Texas
$1.2M -$45.3K -1,311 -4%
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