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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 %
CC
626
Citrine Capital
California
$818K +$818K +23,661 New
ACS
627
Archford Capital Strategies
Illinois
$808K +$808K +23,366 New
EWA
628
Elevate Wealth Advisory
Georgia
$808K -$26.6K -769 -3%
ATPW
629
Ashton Thomas Private Wealth
Arizona
$800K -$10.2K -296 -1%
GCA
630
Gradient Capital Advisors
California
$796K +$19.1K +553 +2%
BFA
631
Beacon Financial Advisory
Ohio
$788K +$33.3K +962 +4%
EFP
632
Elser Financial Planning
Indiana
$786K +$786K +22,730 New
VI
633
VanderPol Investments
Michigan
$785K -$58.3K -1,685 -7%
MFG
634
Mendota Financial Group
Wisconsin
$781K -$221K -6,392 -22%
Empower Advisory Group
635
Empower Advisory Group
Colorado
$779K +$311K +8,988 +66%
MPAM
636
Murphy Pohlad Asset Management
Minnesota
$778K – – –
BAWC
637
Boyce & Associates Wealth Consulting
Texas
$775K +$5.22K +151 +0.7%
QPWM
638
Quadrant Private Wealth Management
Pennsylvania
$774K – – –
HFS
639
Hopwood Financial Services
Virginia
$774K +$774K +22,370 New
SEIA
640
Signature Estate & Investment Advisors
California
$771K +$114K +3,301 +17%
SFS
641
Security Financial Services
Indiana
$758K -$50.1K -1,448 -6%
BB
642
Busey Bank
Illinois
$758K – – –
FTUS
643
Flow Traders U.S.
New York
$746K +$746K +21,565 New
BTW
644
Boston Trust Walden
Massachusetts
$745K – – –
ACC
645
Acorn Creek Capital
Colorado
$740K -$66.7K -1,928 -8%
EIA
646
Eldridge Investment Advisors
New Hampshire
$736K +$4.29K +124 +0.6%
EWP
647
Elevation Wealth Partners
California
$734K +$695K +20,103 +1,785%
MAA
648
Mraz Amerine & Associates
California
$733K -$30.2K -874 -4%
S
649
SignatureFD
Georgia
$731K +$170K +4,927 +30%
YWM
650
Yoder Wealth Management
California
$727K – – –
24 25
26
27 28