DFAC icon

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 %
DI
601
Disciplined Investors
Texas
$942K +$942K +27,355 New
Jones Financial Companies
602
Jones Financial Companies
Missouri
$932K +$293K +8,467 +46%
CWS
603
Confluence Wealth Services
Pennsylvania
$931K +$210K +5,819 +29%
MPW
604
Monterey Private Wealth
California
$930K -$2.87K -83 -0.3%
OC
605
Oakworth Capital
Alabama
$929K – – –
IFWM
606
Institute for Wealth Management
Colorado
$927K +$553 +16 +0.1%
DCM
607
DGS Capital Management
New Jersey
$915K – – –
AWP
608
Astra Wealth Partners
New Jersey
$915K +$915K +26,442 New
HWM
609
HB Wealth Management
Georgia
$910K – – –
MECA
610
Miller Equity Capital Advisors
Texas
$898K +$157K +4,535 +21%
TFM
611
TFC Financial Management
Massachusetts
$896K +$2.21K +64 +0.2%
ACA
612
Affinity Capital Advisors
California
$893K – – –
SA
613
Stewardship Advisors
Pennsylvania
$880K +$120K +3,466 +16%
EW
614
Evoke Wealth
California
$874K -$59K -1,706 -6%
CFS
615
CRA Financial Services
New Jersey
$871K – – –
RPSA
616
Richard P. Slaughter Associates
Texas
$871K – – –
IAA
617
Independent Advisor Alliance
North Carolina
$865K +$865K +25,013 New
BCP
618
Blue Chip Partners
Michigan
$855K – – –
LPFG
619
Landing Point Financial Group
Ohio
$855K +$855K +24,054 New
CWM
620
CarsonAllaria Wealth Management
Illinois
$853K -$16.7K -484 -2%
BTWM
621
Baker Tilly Wealth Management
Wisconsin
$843K +$843K +24,364 New
BTI
622
Blue Trust Inc
Georgia
$836K -$7.23K -209 -0.9%
S4W
623
Solutions 4 Wealth
Texas
$828K -$16.8K -486 -2%
DJSG
624
D.J. St. Germain
Massachusetts
$825K -$37.2K -1,074 -4%
SRSA
625
S.R. Schill & Associates
Washington
$820K +$2.35K +68 +0.3%
23 24
25
26 27