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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
+$199M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$135M
3
GM
GeoWealth Management
Illinois
+$91.2M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$72.8M
5
SIM
Stratos Investment Management
Ohio
+$47.2M

Top Sellers

1
MHS
M Holdings Securities
Oregon
-$71.8M
2
PCA
Prosperity Capital Advisors
Ohio
-$49.9M
3
MSWM
McGlone Suttner Wealth Management
Wisconsin
-$35.5M
4
FFM
Forum Financial Management
Illinois
-$29.4M
5
SC
Savant Capital
Illinois
-$18.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
WTC
651
WhitTier Trust Company
Nevada
$334K – – –
FG
652
Fairman Group
Pennsylvania
$334K +$671 +21 +0.2%
GWSG
653
GPS Wealth Strategies Group
Colorado
$333K +$3.2K +100 +1%
IF
654
Ironwood Financial
Arizona
$331K – – –
BCWM
655
Bartlett & Co Wealth Management
Ohio
$328K – – –
EWM
656
Evercore Wealth Management
New York
$325K -$7.03K -220 -2%
MAM
657
Marotta Asset Management
Virginia
$325K – – –
PCH
658
PGIM Custom Harvest
New Jersey
$319K -$156K -4,880 -33%
SCM
659
Steele Capital Management
Iowa
$315K +$351 +11 +0.1%
AIA
660
Arbor Investment Advisors
North Carolina
$314K – – –
FSC
661
Full Sail Capital
Oklahoma
$313K – – –
SWP
662
Significant Wealth Partners
Illinois
$312K +$312K +9,762 New
BWA
663
Bordeaux Wealth Advisors
California
$312K – – –
Kayne Anderson Rudnick Investment Management
664
Kayne Anderson Rudnick Investment Management
California
$308K – – –
WWM
665
Waterway Wealth Management
Texas
$306K – – –
NC
666
NBW Capital
Massachusetts
$306K +$306K +9,568 New
GGS
667
Galvin Gaustad & Stein
Arizona
$305K +$80.5K +2,519 +36%
BBA
668
BLB&B Advisors
Pennsylvania
$302K – – –
MA
669
McBroom & Associates
Nevada
$300K – – –
SFS
670
Summit Financial Strategies
Ohio
$299K -$27.4K -859 -8%
SWM
671
Spire Wealth Management
Virginia
$298K – – –
MC
672
Matisse Capital
Oregon
$297K +$607 +19 +0.2%
HFS
673
Horizon Financial Services
North Carolina
$297K – – –
NAM
674
NorthCrest Asset Manangement
Minnesota
$297K -$479K -14,991 -62%
SWA
675
Strategies Wealth Advisors
Michigan
$296K +$296K +9,265 New
25 26
27
28 29