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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 %
IC
526
IEQ Capital
California
$1.45M +$3.56K +108 +0.2%
IWM
527
IHT Wealth Management
Illinois
$1.45M +$165 +5 +0%
VCP
528
Verus Capital Partners
Arizona
$1.43M +$1.16M +35,283 +444%
Envestnet Portfolio Solutions
529
Envestnet Portfolio Solutions
Illinois
$1.43M -$3.13M -94,898 -69%
WS
530
Wedbush Securities
California
$1.43M +$266K +8,062 +23%
EFA
531
Edge Financial Advisors
Illinois
$1.41M -$2.55M -77,321 -64%
IWA
532
Icon Wealth Advisors
Texas
$1.41M -$177K -5,360 -11%
SWM
533
Shakespeare Wealth Management
Wisconsin
$1.4M +$122K +3,708 +10%
CAG
534
Csenge Advisory Group
Florida
$1.4M +$80.8K +2,617 +6%
CMP
535
Coston McIsaac & Partners
Maine
$1.39M -$7.91K -240 -0.6%
RC
536
Roundview Capital
New Jersey
$1.38M +$1.38M +41,964 New
CAM
537
Clark Asset Management
New Hampshire
$1.34M – – –
CCM
538
Coldstream Capital Management
Washington
$1.33M +$53.9K +1,634 +4%
CHJWM
539
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.32M – – –
AFA
540
Avant Financial Advisors
Texas
$1.31M -$48.9K -1,481 -4%
TNBTD
541
Trustmark National Bank Trust Department
Mississippi
$1.29M – – –
PA
542
Probity Advisors
Texas
$1.28M – – –
MIAS
543
Mason Investment Advisory Services
Virginia
$1.28M +$3.17K +96 +0.2%
SCTC
544
Sanibel Captiva Trust Company
Florida
$1.27M – – –
NB
545
Nicolet Bankshares
Wisconsin
$1.27M – – –
UF
546
Univest Financial
Pennsylvania
$1.25M -$27.6K -838 -2%
LPFG
547
Landing Point Financial Group
Ohio
$1.25M +$460K +13,952 +58%
SIA
548
SeaBridge Investment Advisors
New Jersey
$1.25M +$2.71K +82 +0.2%
MHFA
549
Mission Hills Financial Advisory
California
$1.24M +$53.6K +1,624 +5%
SRB
550
Shotwell Rutter Baer
Michigan
$1.24M -$5.76K -193 -0.5%
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