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Dimensional US Core Equity 2 ETF
DFAC

Overview Fund Activity

820 hedge funds and large institutions have $22.2B invested in Dimensional US Core Equity 2 ETF in 2024 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 332 increasing their positions, 243 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
820
Holders Change
+26
Holders Change %
+3.27%
% of All Funds
11.93%
Holding in Top 10
202
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.5%
% of All Funds
2.94%
New
65
Increased
332
Reduced
243
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SC
1
Savant Capital
Illinois
$315M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$1.48B
3
ATI
3
ARK & TLK Investments
Oklahoma
$62.9M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.72B
5
AC
5
Apella Capital
Connecticut
$274M

Top Sellers

1
FFM
1
Forum Financial Management
Illinois
$1.2B
2
LNC
2
Lincoln National Corp
Pennsylvania
$0
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$319M
4
BSW
4
Buckingham Strategic Wealth
Missouri
$1.2B
5
GWM
5
Grand Wealth Management
Michigan
$71.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
651
Apollon Financial
South Carolina
$351K – – –
GEA
652
Glen Eagle Advisors
New Jersey
$347K – – –
SAF
653
Smith Anglin Financial
Texas
$347K – – –
WWP
654
WR Wealth Planners
Missouri
$346K -$15.2K -470 -4%
RIA
655
Regal Investment Advisors
Michigan
$342K – – –
GWSG
656
GPS Wealth Strategies Group
Colorado
$339K +$3.13K +97 +0.9%
ERIM
657
Eagle Ridge Investment Management
Connecticut
$339K – – –
GCM
658
G2 Capital Management
Ohio
$338K -$16.7K -518 -5%
FG
659
Fairman Group
Pennsylvania
$338K +$999 +31 +0.3%
WTC
660
WhitTier Trust Company
Nevada
$337K – – –
IF
661
Ironwood Financial
Arizona
$334K – – –
WCM
662
Wealthcare Capital Management
Virginia
$334K -$4.13K -128 -1%
BCWM
663
Bartlett & Co Wealth Management
Ohio
$331K – – –
VC
664
Vestor Capital
Illinois
$330K +$330K +10,250 New
EWM
665
Evercore Wealth Management
New York
$328K – – –
MAM
666
Marotta Asset Management
Virginia
$328K – – –
HI
667
Harbour Investments
Wisconsin
$328K -$26.7K -828 -8%
PCH
668
PGIM Custom Harvest
New Jersey
$322K – – –
SCM
669
Steele Capital Management
Iowa
$319K +$548 +17 +0.2%
FSC
670
Full Sail Capital
Oklahoma
$316K – – –
SWP
671
Significant Wealth Partners
Illinois
$315K – – –
BWA
672
Bordeaux Wealth Advisors
California
$314K – – –
IWM
673
Iams Wealth Management
Nebraska
$311K – – –
Kayne Anderson Rudnick Investment Management
674
Kayne Anderson Rudnick Investment Management
California
$311K – – –
WAG
675
Wallace Advisory Group
California
$307K +$1.55K +48 +0.5%
25 26
27
28 29