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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 %
CWM
551
Connecticut Wealth Management
Connecticut
$1.23M -$20K -606 -2%
BFP
552
Brewster Financial Planning
New York
$1.23M – – –
LA
553
Lifeworks Advisors
Michigan
$1.23M +$4.22K +128 +0.3%
MFWP
554
Mosaic Family Wealth Partners
Missouri
$1.22M +$276K +8,365 +29%
MWM
555
MGB Wealth Management
Texas
$1.22M – – –
VWM
556
Vermillion Wealth Management
Minnesota
$1.21M -$38.6K -1,169 -3%
VPIM
557
Vanguard Personalized Indexing Management
California
$1.19M – – –
DEM
558
Disciplined Equity Management
Florida
$1.19M +$5.94K +180 +0.5%
LA
559
Lane & Associates
New Jersey
$1.18M +$80.7K +2,446 +7%
FMC
560
First Merchants Corp
Indiana
$1.17M -$101K -3,065 -8%
ECM
561
Evergreen Capital Management
Washington
$1.16M – – –
KIM
562
Kestra Investment Management
Texas
$1.16M +$626K +18,968 +118%
Ameriprise
563
Ameriprise
Minnesota
$1.15M -$372K -11,291 -24%
MADFP
564
Michael A Dubis Financial Planning
Wisconsin
$1.15M – – –
WIA
565
World Investment Advisors
California
$1.15M +$24K +726 +2%
FWM
566
Fortress Wealth Management
California
$1.15M +$112K +3,403 +11%
KWM
567
Kingsview Wealth Management
Oregon
$1.14M +$48.7K +1,475 +4%
LG
568
LAM Group
Oregon
$1.12M – – –
LSA
569
Lion Street Advisors
Texas
$1.11M -$32.5K -985 -3%
SOS
570
Silver Oak Securities
Tennessee
$1.11M +$114K +3,469 +11%
FA
571
Fortis Advisors
Pennsylvania
$1.1M -$289K -8,758 -21%
APC
572
Aspire Private Capital
North Carolina
$1.09M -$7.13K -216 -0.7%
AIP
573
Almanack Investment Partners
Pennsylvania
$1.08M -$79.7K -2,417 -7%
BCM
574
Brookstone Capital Management
Illinois
$1.08M -$22.1K -671 -2%
RA
575
Rise Advisors
New York
$1.07M +$2.64K +80 +0.2%
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