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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 %
IWA
551
Icon Wealth Advisors
Texas
$1.53M – – –
CMP
552
Coston McIsaac & Partners
Maine
$1.52M +$10.5K +294 +0.7%
SRB
553
Shotwell Rutter Baer
Michigan
$1.51M +$37 +1 +0%
TC
554
TownSquare Capital
Utah
$1.51M -$6.69M -186,757 -82%
RC
555
Roundview Capital
New Jersey
$1.51M +$4.52K +126 +0.3%
BWM
556
Benchmark Wealth Management
Connecticut
$1.48M +$358K +9,975 +32%
EE
557
EWG Elevate
California
$1.41M +$1.41M +39,465 New
AFA
558
Avant Financial Advisors
Texas
$1.41M -$13.5K -377 -0.9%
TNBTD
559
Trustmark National Bank Trust Department
Mississippi
$1.4M – – –
MIAS
560
Mason Investment Advisory Services
Virginia
$1.4M +$4.19K +117 +0.3%
PA
561
Probity Advisors
Texas
$1.4M – – –
HIP
562
HUB Investment Partners
Texas
$1.39M -$357K -9,970 -20%
SCTC
563
Sanibel Captiva Trust Company
Florida
$1.38M – – –
VFIC
564
Valley Forge Investment Consultants
Pennsylvania
$1.37M -$1.09M -30,402 -44%
UF
565
Univest Financial
Pennsylvania
$1.36M – – –
SIA
566
SeaBridge Investment Advisors
New Jersey
$1.36M +$3.48K +97 +0.3%
NB
567
Nicolet Bankshares
Wisconsin
$1.36M -$21.7K -606 -2%
CWM
568
Connecticut Wealth Management
Connecticut
$1.34M – – –
LA
569
Lifeworks Advisors
Michigan
$1.34M +$2.15K +60 +0.2%
VWM
570
Vermillion Wealth Management
Minnesota
$1.32M +$2.22K +62 +0.2%
BFP
571
Brewster Financial Planning
New York
$1.31M -$26.8K -749 -2%
DEM
572
Disciplined Equity Management
Florida
$1.3M +$8.24K +230 +0.6%
VPIM
573
Vanguard Personalized Indexing Management
California
$1.3M -$36 -1 -0%
MFWP
574
Mosaic Family Wealth Partners
Missouri
$1.29M -$36.7K -1,023 -3%
ECM
575
Evergreen Capital Management
Washington
$1.27M +$7.17K +200 +0.6%
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