DFAC icon

Dimensional US Core Equity 2 ETF
DFAC

Overview Fund Activity

1,012 hedge funds and large institutions have $28.1B invested in Dimensional US Core Equity 2 ETF in 2025 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 420 increasing their positions, 307 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,012
Holders Change
+25
Holders Change %
+2.53%
% of All Funds
13.57%
Holding in Top 10
256
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-1.16%
% of All Funds
3.43%
New
82
Increased
420
Reduced
307
Closed
35
Calls
$1.31M
Puts
$254K
Net Calls
+$1.06M
Net Calls Change
-$459K

Top Buyers

1
VAS
Vestmark Advisory Solutions
Massachusetts
+$165M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$99.9M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$94M
4
AC
AWM Capital
Arizona
+$46.8M
5
FFM
Forum Financial Management
Illinois
+$39.4M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$101M
2
HFA
Hippocratic Financial Advisors
California
-$49.2M
3
HFS
Heritage Financial Services
Massachusetts
-$33.7M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$33M
5
FPAS
Focus Partners Advisor Solutions
Missouri
-$29.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCWM
526
Cassaday & Co Wealth Management
Virginia
$1.82M -$7.74K -216 -0.4%
AIM
527
Archer Investment Management
Texas
$1.82M -$377K -10,518 -17%
SWP
528
Strategic Wealth Partners
Ohio
$1.79M +$1.79M +50,006 New
CWMK
529
Caliber Wealth Management (Kansas)
Kansas
$1.79M -$75.9K -2,117 -4%
BHWM
530
Beaird Harris Wealth Management
Texas
$1.79M +$753 +21 +0%
KPWS
531
Kestra Private Wealth Services
Texas
$1.77M +$215 +6 +0%
OW
532
Olistico Wealth
Oklahoma
$1.77M -$91.3K -2,548 -5%
Fifth Third Bancorp
533
Fifth Third Bancorp
Ohio
$1.73M – – –
OC
534
Oakworth Capital
Alabama
$1.73M +$133K +3,718 +8%
LPFG
535
Landing Point Financial Group
Ohio
$1.72M +$358K +9,975 +26%
IIA
536
Integrity Investment Advisors
Colorado
$1.72M -$15.6K -436 -0.9%
MA
537
MJP Associates
Connecticut
$1.7M -$155K -4,334 -8%
AO
538
Advisor OS
Illinois
$1.7M -$155K -4,334 -8%
AWP
539
Axis Wealth Partners
Rhode Island
$1.68M +$83.1K +2,319 +5%
BP
540
Ballentine Partners
Massachusetts
$1.65M – – –
US Bancorp
541
US Bancorp
Minnesota
$1.65M -$29.2K -815 -2%
SWM
542
Shakespeare Wealth Management
Wisconsin
$1.65M +$128K +3,572 +8%
CAG
543
Csenge Advisory Group
Florida
$1.63M +$80.2K +2,342 +5%
PGFC
544
Peapack-Gladstone Financial Corp
New Jersey
$1.63M -$85K -2,370 -5%
Ameriprise
545
Ameriprise
Minnesota
$1.61M +$355K +9,894 +28%
PA
546
Parallel Advisors
California
$1.6M +$502 +14 +0%
PNC Financial Services Group
547
PNC Financial Services Group
Pennsylvania
$1.58M +$502K +14,007 +46%
CHJWM
548
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.57M – – –
IWM
549
IHT Wealth Management
Illinois
$1.57M +$215 +6 +0%
Envestnet Portfolio Solutions
550
Envestnet Portfolio Solutions
Illinois
$1.57M +$18.1K +505 +1%
20 21
22
23 24