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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 %
RB
601
Renasant Bank
Mississippi
$945K -$5.51K -167 -0.6%
TCM
602
TruNorth Capital Management
Michigan
$941K – – –
DI
603
Disciplined Investors
Texas
$941K +$38.2K +1,157 +4%
WT
604
Washington Trust
Rhode Island
$938K – – –
JWCA
605
J.W. Cole Advisors
Florida
$930K -$437K -13,255 -32%
SCM
606
SCS Capital Management
Massachusetts
$927K +$927K +28,110 New
PIA
607
Perennial Investment Advisors
California
$926K -$924 -28 -0.1%
OPWM
608
Oakwell Private Wealth Management
Texas
$921K -$218K -6,614 -19%
QFA
609
Quantum Financial Advisors
California
$916K – – –
EF
610
Exeter Financial
Arizona
$914K +$362K +10,970 +66%
Fisher Asset Management
611
Fisher Asset Management
Washington
$911K +$911K +27,609 New
MCA
612
Magnolia Capital Advisors
Mississippi
$903K +$2.24K +68 +0.2%
FWI
613
Facet Wealth Inc
Maryland
$902K -$33.4K -1,016 -4%
CFS
614
CRA Financial Services
New Jersey
$891K +$59.4K +1,802 +7%
EW
615
Evoke Wealth
California
$890K +$56.2K +1,705 +7%
SHGA
616
Sand Hill Global Advisors
California
$890K +$449K +13,625 +102%
MPW
617
Monterey Private Wealth
California
$888K +$1.02K +31 +0.1%
IFWM
618
Institute for Wealth Management
Colorado
$884K +$495 +15 +0.1%
ASN
619
Advisory Services Network
Georgia
$877K -$51.1K -1,548 -6%
DAS
620
Diversify Advisory Services
Utah
$877K -$125K -3,872 -12%
AWP
621
Astra Wealth Partners
New Jersey
$872K – – –
Natixis Advisors
622
Natixis Advisors
Massachusetts
$868K +$234K +7,084 +37%
TFM
623
TFC Financial Management
Massachusetts
$856K +$1.85K +56 +0.2%
RWM
624
Revisor Wealth Management
Ohio
$848K +$609K +18,459 +255%
VI
625
VanderPol Investments
Michigan
$846K +$96.9K +2,936 +13%
23 24
25
26 27