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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 %
RWM
576
Riverbend Wealth Management
South Carolina
$1.06M +$1.06M +30,678 New
TP
577
Tranquility Partners
Tennessee
$1.06M – – –
SOS
578
Silver Oak Securities
Tennessee
$1.05M +$67K +1,934 +7%
MA
579
Montag & Associates
Georgia
$1.05M +$1.05M +30,235 New
JC
580
JB Capital
Connecticut
$1.04M +$2.35K +68 +0.2%
CCMG
581
Clark Capital Management Group
Pennsylvania
$1.03M +$339K +9,789 +49%
EFL
582
ERn Financial LLC
Wisconsin
$1.03M -$8.06K -233 -0.8%
NFG
583
Northeast Financial Group
Pennsylvania
$1.02M -$70.7K -2,044 -6%
FWI
584
Facet Wealth Inc
Maryland
$1.01M -$56.7K -1,594 -5%
RB
585
Renasant Bank
Mississippi
$996K – – –
OWP
586
Obermeyer Wealth Partners
Colorado
$995K -$687K -19,851 -41%
MFWP
587
Mosaic Family Wealth Partners
Missouri
$994K -$18.4K -531 -2%
KC
588
Kades & Cheifetz
Pennsylvania
$988K +$988K +28,565 New
KFSC
589
Keystone Financial Services (Colorado)
Colorado
$988K +$988K +28,553 New
TCM
590
TruNorth Capital Management
Michigan
$986K -$52.1K -1,507 -5%
WT
591
Washington Trust
Rhode Island
$984K – – –
RWM
592
Rialto Wealth Management
New York
$978K +$978K +28,260 New
ASN
593
Advisory Services Network
Georgia
$973K -$64.4K -1,861 -6%
ECG
594
Edge Capital Group
Georgia
$972K – – –
PIA
595
Perennial Investment Advisors
California
$972K -$4.26K -123 -0.4%
NP
596
NorthRock Partners
Minnesota
$964K – – –
LWM
597
Lodestone Wealth Management
Washington
$962K +$962K +30,437 New
QFA
598
Quantum Financial Advisors
California
$961K -$208 -6 -0%
PNC Financial Services Group
599
PNC Financial Services Group
Pennsylvania
$951K +$92.1K +2,664 +11%
MCA
600
Magnolia Capital Advisors
Mississippi
$944K -$62.4K -1,805 -6%
22 23
24
25 26