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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 %
OPWM
551
Oakwell Private Wealth Management
Texas
$1.19M – – –
LA
552
Lane & Associates
New Jersey
$1.19M +$94.3K +2,645 +9%
SA
553
Sanctuary Advisors
Indiana
$1.19M +$863K +24,006 +268%
WIA
554
World Investment Advisors
California
$1.18M +$346K +10,005 +42%
LG
555
LAM Group
Oregon
$1.17M +$104 +3 +0%
SF
556
Symphony Financial
Texas
$1.16M +$3.08K +86 +0.3%
BCM
557
Brookstone Capital Management
Illinois
$1.16M -$95.5K -2,762 -8%
KWM
558
Kingsview Wealth Management
Oregon
$1.15M +$3.22K +93 +0.3%
APC
559
Aspire Private Capital
North Carolina
$1.15M +$30.2K +874 +3%
CB
560
Commerce Bank
Missouri
$1.14M – – –
AIM
561
Archer Investment Management
Texas
$1.13M +$1.13M +32,594 New
CFG
562
Cooper Financial Group
California
$1.13M -$133K -3,835 -11%
RA
563
Rise Advisors
New York
$1.12M +$3.15K +91 +0.3%
HWA
564
Heritage Wealth Advisors
Virginia
$1.12M – – –
CFO
565
Collective Family Office
Pennsylvania
$1.12M – – –
LBC
566
Lowe Brockenbrough & Co
Virginia
$1.11M – – –
FSWA
567
Financial Synergies Wealth Advisors
Texas
$1.1M +$3.15K +91 +0.3%
QCM
568
QRG Capital Management
Illinois
$1.1M +$181K +5,233 +20%
FWM
569
Fortress Wealth Management
California
$1.08M +$352K +10,183 +48%
Goldman Sachs
570
Goldman Sachs
New York
$1.08M +$1.08M +31,161 New
O3W
571
Omni 360 Wealth
New Jersey
$1.08M -$47.3K -1,368 -4%
Bank of New York Mellon
572
Bank of New York Mellon
New York
$1.07M +$613K +17,735 +133%
HPA
573
High Probability Advisors
New York
$1.07M +$3.46K +100 +0.3%
FWA
574
FSM Wealth Advisors
Ohio
$1.07M +$423 +12 +0%
DAS
575
Diversify Advisory Services
Utah
$1.06M -$1.27K -37 -0.1%
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