DFAC icon

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
$404M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
$1.44B
3
GM
GeoWealth Management
Illinois
$91.2M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.66B
5
SIM
Stratos Investment Management
Ohio
$47.2M

Top Sellers

1
MHS
M Holdings Securities
Oregon
$573K
2
PCA
Prosperity Capital Advisors
Ohio
$82M
3
MSWM
McGlone Suttner Wealth Management
Wisconsin
$111M
4
FFM
Forum Financial Management
Illinois
$1.26B
5
SC
Savant Capital
Illinois
$171M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAG
676
Mokosak Advisory Group
Iowa
$296K -$6.2K -194 -2%
IWM
677
Iams Wealth Management
Nebraska
$295K – – –
AWM
678
Angeles Wealth Management
California
$292K +$243K +7,607 +499%
GD
679
Grandfield & Dodd
New York
$289K – – –
M1FG
680
Mach-1 Financial Group
Arkansas
$287K – – –
WAG
681
Wallace Advisory Group
California
$277K +$965 +33 +0.3%
TF
682
Tenon Financial
New Jersey
$277K +$277K +8,666 New
HFP
683
Holistic Financial Partners
Indiana
$276K -$3.2K -100 -1%
EK
684
Evensky & Katz
Florida
$274K +$448 +14 +0.2%
EA
685
Ellsworth Advisors
Ohio
$274K -$11.8K -382 -4%
FFWA
686
FRG Family Wealth Advisors
Washington
$273K +$548 +18 +0.2%
Qube Research & Technologies (QRT)
687
Qube Research & Technologies (QRT)
United Kingdom
$271K -$111K -3,484 -29%
UWPG
688
Ullmann Wealth Partners Group
Florida
$270K -$38.3K -1,198 -12%
ML
689
McAdam LLC
Pennsylvania
$270K – – –
CD
690
Chapin Davis
Maryland
$269K -$9.23K -289 -3%
KFAA
691
Klaas Financial Asset Advisors
Illinois
$267K – – –
Fisher Asset Management
692
Fisher Asset Management
Washington
$267K +$267K +8,356 New
HGERS
693
Householder Group Estate & Retirement Specialist
Arizona
$266K – – –
SAM
694
Synergy Asset Management
Washington
$262K – – –
FNA
695
First National Advisers
Nebraska
$261K – – –
HBT
696
Hills Bank & Trust
Iowa
$260K – – –
VBWMG
697
Von Berge Wealth Management Group
California
$257K +$19.3K +605 +8%
CBT
698
CoreFirst Bank & Trust
Kansas
$256K +$187K +5,867 +275%
WA
699
Waddell & Associates
Tennessee
$250K – – –
DFA
700
DHJJ Financial Advisors
Illinois
$250K -$27.2K -850 -10%
26 27
28
29 30