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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 %
HWA
576
Heritage Wealth Advisors
Virginia
$1.07M – – –
FSWA
577
Financial Synergies Wealth Advisors
Texas
$1.07M +$20.6K +624 +2%
RWM
578
Rialto Wealth Management
New York
$1.07M +$134K +4,064 +14%
CB
579
Commerce Bank
Missouri
$1.07M -$23.4K -709 -2%
CFO
580
Collective Family Office
Pennsylvania
$1.07M – – –
LBC
581
Lowe Brockenbrough & Co
Virginia
$1.05M – – –
BWM
582
Benchmark Wealth Management
Connecticut
$1.03M +$1.03M +31,269 New
BPWM
583
Black Point Wealth Management
Florida
$1.03M -$3.91M -118,637 -79%
O3W
584
Omni 360 Wealth
New Jersey
$1.03M – – –
HPA
585
High Probability Advisors
New York
$1.02M -$1.29K -39 -0.1%
SA
586
Stewardship Advisors
Pennsylvania
$1.01M +$172K +5,208 +20%
Bank of Montreal
587
Bank of Montreal
Ontario, Canada
$1.01M +$780K +23,639 +338%
NP
588
NorthRock Partners
Minnesota
$1.01M +$90.1K +2,730 +10%
TP
589
Tranquility Partners
Tennessee
$1.01M – – –
FWA
590
FSM Wealth Advisors
Ohio
$1M +$363 +11 +0%
MA
591
Montag & Associates
Georgia
$997K – – –
PNC Financial Services Group
592
PNC Financial Services Group
Pennsylvania
$994K +$87.2K +2,642 +10%
CFG
593
Cooper Financial Group
California
$991K -$82K -2,485 -8%
CCMG
594
Clark Capital Management Group
Pennsylvania
$987K – – –
EFL
595
ERn Financial LLC
Wisconsin
$986K – – –
Bank of New York Mellon
596
Bank of New York Mellon
New York
$981K -$43.2K -1,308 -4%
NFG
597
Northeast Financial Group
Pennsylvania
$967K -$3.73K -113 -0.4%
KFSC
598
Keystone Financial Services (Colorado)
Colorado
$963K +$20.6K +623 +2%
JC
599
JB Capital
Connecticut
$956K -$33.4K -1,011 -3%
OWP
600
Obermeyer Wealth Partners
Colorado
$949K – – –
22 23
24
25 26