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Dimensional US Core Equity 2 ETF
DFAC

Overview Fund Activity

794 hedge funds and large institutions have $21.2B invested in Dimensional US Core Equity 2 ETF in 2024 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 347 increasing their positions, 207 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
794
Holders Change
+34
Holders Change %
+4.47%
% of All Funds
11.51%
Holding in Top 10
201
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+1.52%
% of All Funds
2.91%
New
70
Increased
347
Reduced
207
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FPAS
Focus Partners Advisor Solutions
Missouri
$404M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
$1.44B
3
GM
GeoWealth Management
Illinois
$91.2M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.66B
5
SIM
Stratos Investment Management
Ohio
$47.2M

Top Sellers

1
MHS
M Holdings Securities
Oregon
$573K
2
PCA
Prosperity Capital Advisors
Ohio
$82M
3
MSWM
McGlone Suttner Wealth Management
Wisconsin
$111M
4
FFM
Forum Financial Management
Illinois
$1.26B
5
SC
Savant Capital
Illinois
$171M
Name Holding Trade Value Shares
Change 		Shares
Change %
IF
626
Intrua Financial
Texas
$381K – – –
CIC
627
Cutler Investment Counsel
Oregon
$381K -$10.8K -337 -3%
Janney Montgomery Scott
628
Janney Montgomery Scott
Pennsylvania
$379K +$379K +11,852 New
ATC
629
Argent Trust Co
Tennessee
$379K -$32K -1,000 -8%
CTA
630
Camelot Technology Advisors
California
$366K +$767 +24 +0.2%
WT
631
Washington Trust
Rhode Island
$365K – – –
FAT
632
First American Trust
California
$363K -$76K -2,380 -17%
QCM
633
Quantinno Capital Management
New York
$361K +$361K +11,295 New
MECA
634
Miller Equity Capital Advisors
Texas
$360K +$360K +11,255 New
BAM
635
BOS Asset Management
Illinois
$358K +$14.8K +462 +4%
WWP
636
WR Wealth Planners
Missouri
$358K -$95.7K -2,994 -21%
CFGS
637
Concourse Financial Group Securities
Alabama
$355K -$4.79K -150 -1%
VH
638
Visionary Horizons
Tennessee
$355K -$12.7K -410 -3%
WP
639
WealthShield Partners
North Carolina
$353K -$131K -4,111 -27%
MCM
640
Monument Capital Management
Virginia
$352K – – –
GCM
641
G2 Capital Management
Ohio
$352K – – –
HI
642
Harbour Investments
Wisconsin
$351K +$84.5K +2,645 +32%
AF
643
Apollon Financial
South Carolina
$348K – – –
GEA
644
Glen Eagle Advisors
New Jersey
$344K – – –
SAF
645
Smith Anglin Financial
Texas
$343K +$343K +10,751 New
MSFS
646
Main Street Financial Solutions
Pennsylvania
$342K +$75.9K +2,377 +29%
RIA
647
Regal Investment Advisors
Michigan
$339K – – –
ERIM
648
Eagle Ridge Investment Management
Connecticut
$336K – – –
WCM
649
Wealthcare Capital Management
Virginia
$335K -$24.1K -754 -7%
BRWA
650
B. Riley Wealth Advisors
Florida
$335K +$126K +4,823 +61%
24 25
26
27 28