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Dimensional US Core Equity 2 ETF
DFAC

Overview Fund Activity

852 hedge funds and large institutions have $24.3B invested in Dimensional US Core Equity 2 ETF in 2024 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 356 increasing their positions, 238 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
852
Holders Change
+32
Holders Change %
+3.9%
% of All Funds
12.32%
Holding in Top 10
208
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+2.97%
% of All Funds
3.01%
New
65
Increased
356
Reduced
238
Closed
23
Calls
$2.61M
Puts
–
Net Calls
+$2.61M
Net Calls Change
+$2.61M

Top Buyers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$1.31B
2
WANY
Wealthspire Advisors (New York)
New York
+$262M
3
WA
Wealthstream Advisors
New York
+$119M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$108M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$82.7M

Top Sellers

1
MSWM
McGlone Suttner Wealth Management
Wisconsin
-$62.8M
2
LWM
Liberty Wealth Management
California
-$26.7M
3
SWG
Summit Wealth Group
Vermont
-$25.5M
4
DWM
Diversify Wealth Management
Utah
-$21.4M
5
SW
Simplicity Wealth
New Jersey
-$17.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAG
626
Crestwood Advisors Group
Massachusetts
$474K -$50K -1,457 -10%
AA
627
Advisory Alpha
Michigan
$474K -$10.5K -306 -2%
SHGA
628
Sand Hill Global Advisors
California
$473K – – –
Empower Advisory Group
629
Empower Advisory Group
Colorado
$464K +$38.2K +1,114 +9%
LFG
630
Lockerman Financial Group
California
$464K -$28.5K -832 -6%
NW
631
NewEdge Wealth
Pennsylvania
$462K – – –
CTC
632
Central Trust Company
Missouri
$461K – – –
EFP
633
EnRich Financial Partners
Wisconsin
$459K +$30.9K +902 +7%
DWP
634
Destiny Wealth Partners
Florida
$457K – – –
Bank of New York Mellon
635
Bank of New York Mellon
New York
$456K -$378K -11,021 -45%
MFT
636
Moisand Fitzgerald Tamayo
Florida
$456K +$6.24K +182 +1%
FA
637
Fiduciary Alliance
South Carolina
$456K -$49.3K -1,438 -10%
CAM
638
CPA Asset Management
Florida
$448K – – –
GWSG
639
GPS Wealth Strategies Group
Colorado
$441K +$79.9K +2,329 +22%
KWS
640
Keystone Wealth Services
California
$435K – – –
GWANC
641
Guardian Wealth Advisors (North Carolina)
North Carolina
$432K +$1.17K +34 +0.3%
BCM
642
Blume Capital Management
California
$425K – – –
RIS
643
Retirement Income Solutions
Michigan
$423K +$15.3K +445 +4%
PPH
644
Pure Portfolios Holdings
Oregon
$417K +$417K +12,173 New
VF
645
Vista Finance
Missouri
$411K – – –
C
646
Certuity
Florida
$409K -$119K -3,457 -22%
CIC
647
Cutler Investment Counsel
Oregon
$409K – – –
AWA
648
Acorn Wealth Advisors
Michigan
$409K +$147K +4,300 +56%
CFGS
649
Concourse Financial Group Securities
Alabama
$403K +$30K +874 +8%
IF
650
Intrua Financial
Texas
$402K -$6.86K -200 -2%
24 25
26
27 28