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Dimensional US Core Equity 2 ETF
DFAC

Overview Fund Activity

1,012 hedge funds and large institutions have $28.1B invested in Dimensional US Core Equity 2 ETF in 2025 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 420 increasing their positions, 307 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,012
Holders Change
+25
Holders Change %
+2.53%
% of All Funds
13.57%
Holding in Top 10
256
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-1.16%
% of All Funds
3.43%
New
82
Increased
420
Reduced
307
Closed
35
Calls
$1.31M
Puts
$254K
Net Calls
+$1.06M
Net Calls Change
-$459K

Top Buyers

1
VAS
Vestmark Advisory Solutions
Massachusetts
+$165M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$99.9M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$94M
4
AC
AWM Capital
Arizona
+$46.8M
5
FFM
Forum Financial Management
Illinois
+$39.4M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$101M
2
HFA
Hippocratic Financial Advisors
California
-$49.2M
3
HFS
Heritage Financial Services
Massachusetts
-$33.7M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$33M
5
FPAS
Focus Partners Advisor Solutions
Missouri
-$29.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
SRSA
651
S.R. Schill & Associates
Washington
$854K +$2.55K +71 +0.3%
CC
652
Citrine Capital
California
$850K +$1.18K +33 +0.1%
VI
653
VanderPol Investments
Michigan
$849K -$70K -1,953 -8%
MWP
654
Meredith Wealth Planning
Illinois
$845K +$845K +23,580 New
CWS
655
Confluence Wealth Services
Pennsylvania
$838K +$11.6K +325 +1%
EWA
656
Elevate Wealth Advisory
Georgia
$837K +$717 +20 +0.1%
BTWM
657
Baker Tilly Wealth Management
Wisconsin
$831K +$2.47K +69 +0.3%
FWI
658
Facet Wealth Inc
Maryland
$826K -$178K -4,866 -18%
GHA
659
GW Henssler & Associates
Georgia
$826K +$503K +14,043 +156%
MPAM
660
Murphy Pohlad Asset Management
Minnesota
$807K – – –
QPWM
661
Quadrant Private Wealth Management
Pennsylvania
$802K – – –
HFS
662
Hopwood Financial Services
Virginia
$802K – – –
YWM
663
Yardley Wealth Management
Pennsylvania
$791K – – –
BTI
664
Blue Trust Inc
Georgia
$790K -$15.1K -422 -2%
C
665
Certuity
Florida
$788K +$788K +21,994 New
BB
666
Busey Bank
Illinois
$786K – – –
KFSC
667
Keystone Financial Services (Colorado)
Colorado
$784K -$262K -7,314 -25%
ETC
668
Exchange Traded Concepts
Oklahoma
$783K +$783K +21,846 New
KP
669
Keel Point
Alabama
$778K +$365K +10,191 +89%
CCMG
670
Clark Capital Management Group
Pennsylvania
$775K -$298K -8,306 -28%
BTW
671
Boston Trust Walden
Massachusetts
$772K – – –
EWP
672
Elevation Wealth Partners
California
$770K +$2.26K +63 +0.3%
MFG
673
Mendota Financial Group
Wisconsin
$765K – – –
S
674
SignatureFD
Georgia
$758K -$143 -4 -0%
EIA
675
Eldridge Investment Advisors
New Hampshire
$755K -$7.06K -197 -0.9%
25 26
27
28 29