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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 %
SPP
651
Single Point Partners
Massachusetts
$725K – – –
ST
652
Sabal Trust
Florida
$724K +$724K +20,928 New
KA
653
Kovack Advisors
Florida
$721K -$141K -4,075 -16%
PIFP
654
Partners in Financial Planning
Virginia
$714K +$1.11K +32 +0.2%
MAS
655
Meeder Advisory Services
Ohio
$714K -$17.3K -500 -2%
KAS
656
KPP Advisory Services
Kentucky
$711K +$14.8K +427 +2%
BMD
657
Better Money Decisions
New Mexico
$707K +$2.77K +80 +0.4%
SWMG
658
Sard Wealth Management Group
Georgia
$704K +$2.04K +59 +0.3%
CSIC
659
Clifford Swan Investment Counsel
California
$704K -$33K -954 -4%
CAI
660
Capital Advisors Inc
Oklahoma
$693K -$369K -10,680 -35%
BF
661
bLong Financial
Tennessee
$684K +$684K +19,784 New
PS
662
Principal Securities
Iowa
$684K +$22.4K +647 +3%
AHC
663
Anderson Hoagland & Co
Missouri
$683K +$683K +19,248 New
RWP
664
RWA Wealth Partners
Massachusetts
$675K – – –
TA
665
TFB Advisors
Kansas
$669K +$20.7K +597 +3%
CA
666
CoreCap Advisors
Michigan
$668K +$668K +19,298 New
Natixis Advisors
667
Natixis Advisors
Massachusetts
$665K +$60.7K +1,754 +10%
JIC
668
Johnson Investment Counsel
Ohio
$662K – – –
LNWWM
669
Laird Norton Wetherby Wealth Management
California
$655K +$655K +18,948 New
TBT
670
Texas Bank & Trust
Texas
$654K +$654K +18,907 New
OWA
671
Oak Wealth Advisors
Illinois
$653K +$653K +18,866 New
SPA
672
Shore Point Advisors
New Jersey
$651K +$1.87K +54 +0.3%
EB
673
Emprise Bank
Kansas
$645K -$124K -3,591 -16%
GSWM
674
Golden State Wealth Management
California
$643K +$643K +18,589 New
TT
675
TI-Trust
Illinois
$636K – – –
25 26
27
28 29