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Dimensional US Core Equity 2 ETF
DFAC

Overview Fund Activity

1,011 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, 419 increasing their positions, 307 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,011
Holders Change
+25
Holders Change %
+2.54%
% of All Funds
13.56%
Holding in Top 10
255
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-1.16%
% of All Funds
3.42%
New
82
Increased
419
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
$316M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
$2.03B
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.97B
4
AC
AWM Capital
Arizona
$146M
5
FFM
Forum Financial Management
Illinois
$1.39B

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
$36.5M
2
HFA
Hippocratic Financial Advisors
California
$10.1M
3
HFS
Heritage Financial Services
Massachusetts
$167M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$313M
5
FPAS
Focus Partners Advisor Solutions
Missouri
$558M
Name Holding Trade Value Shares
Change 		Shares
Change %
CMP
551
Coston McIsaac & Partners
Maine
$1.52M +$10.5K +294 +0.7%
SRB
552
Shotwell Rutter Baer
Michigan
$1.51M +$37 +1 +0%
TC
553
TownSquare Capital
Utah
$1.51M -$6.69M -186,757 -82%
RC
554
Roundview Capital
New Jersey
$1.51M +$4.52K +126 +0.3%
BWM
555
Benchmark Wealth Management
Connecticut
$1.48M +$358K +9,975 +32%
EE
556
EWG Elevate
California
$1.41M +$1.41M +39,465 New
AFA
557
Avant Financial Advisors
Texas
$1.41M -$13.5K -377 -0.9%
TNBTD
558
Trustmark National Bank Trust Department
Mississippi
$1.4M – – –
MIAS
559
Mason Investment Advisory Services
Virginia
$1.4M +$4.19K +117 +0.3%
PA
560
Probity Advisors
Texas
$1.4M – – –
HIP
561
HUB Investment Partners
Texas
$1.39M -$357K -9,970 -20%
SCTC
562
Sanibel Captiva Trust Company
Florida
$1.38M – – –
VFIC
563
Valley Forge Investment Consultants
Pennsylvania
$1.37M -$1.09M -30,402 -44%
UF
564
Univest Financial
Pennsylvania
$1.36M – – –
SIA
565
SeaBridge Investment Advisors
New Jersey
$1.36M +$3.48K +97 +0.3%
NB
566
Nicolet Bankshares
Wisconsin
$1.36M -$21.7K -606 -2%
CWM
567
Connecticut Wealth Management
Connecticut
$1.34M – – –
LA
568
Lifeworks Advisors
Michigan
$1.34M +$2.15K +60 +0.2%
VWM
569
Vermillion Wealth Management
Minnesota
$1.32M +$2.22K +62 +0.2%
BFP
570
Brewster Financial Planning
New York
$1.31M -$26.8K -749 -2%
DEM
571
Disciplined Equity Management
Florida
$1.3M +$8.24K +230 +0.6%
VPIM
572
Vanguard Personalized Indexing Management
California
$1.3M -$36 -1 -0%
MFWP
573
Mosaic Family Wealth Partners
Missouri
$1.29M -$36.7K -1,023 -3%
ECM
574
Evergreen Capital Management
Washington
$1.27M +$7.17K +200 +0.6%
QFA
575
Quantum Financial Advisors
California
$1.27M +$276K +7,703 +28%
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