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Dimensional US Core Equity 2 ETF
DFAC

Overview Fund Activity

852 hedge funds and large institutions have $24.3B invested in Dimensional US Core Equity 2 ETF in 2024 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 356 increasing their positions, 238 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
852
Holders Change
+32
Holders Change %
+3.9%
% of All Funds
12.32%
Holding in Top 10
208
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+2.97%
% of All Funds
3.01%
New
65
Increased
356
Reduced
238
Closed
23
Calls
$2.61M
Puts
–
Net Calls
+$2.61M
Net Calls Change
+$2.61M

Top Buyers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$1.33B
2
WANY
Wealthspire Advisors (New York)
New York
$271M
3
WA
Wealthstream Advisors
New York
$155M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.94B
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
$1.7B

Top Sellers

1
MSWM
McGlone Suttner Wealth Management
Wisconsin
$94.9M
2
LWM
Liberty Wealth Management
California
$31.3M
3
SWG
Summit Wealth Group
Vermont
$18.3M
4
DWM
Diversify Wealth Management
Utah
$17.6M
5
SW
Simplicity Wealth
New Jersey
$18M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCWM
676
Bartlett & Co Wealth Management
Ohio
$352K – – –
VC
677
Vestor Capital
Illinois
$351K – – –
HI
678
Harbour Investments
Wisconsin
$351K +$2.06K +60 +0.6%
WCM
679
Wealthcare Capital Management
Virginia
$350K -$5.08K -148 -1%
IF
680
Ironwood Financial
Arizona
$350K -$5.14K -150 -1%
EWM
681
Evercore Wealth Management
New York
$349K – – –
MAM
682
Marotta Asset Management
Virginia
$349K – – –
AWM
683
Angeles Wealth Management
California
$346K +$33.4K +973 +11%
SAM
684
Strategy Asset Managers
California
$346K +$346K +10,076 New
PCH
685
PGIM Custom Harvest
New Jersey
$343K – – –
AIA
686
Arbor Investment Advisors
North Carolina
$337K +$337K +9,832 New
FG
687
Foster Group
Iowa
$336K +$25.5K +744 +8%
SWP
688
Significant Wealth Partners
Illinois
$335K – – –
BWA
689
Bordeaux Wealth Advisors
California
$334K – – –
Janney Montgomery Scott
690
Janney Montgomery Scott
Pennsylvania
$331K -$565K -16,456 -63%
IWM
691
Iams Wealth Management
Nebraska
$331K – – –
Kayne Anderson Rudnick Investment Management
692
Kayne Anderson Rudnick Investment Management
California
$331K – – –
BBA
693
BLB&B Advisors
Pennsylvania
$324K – – –
BP
694
BWM Planning
Texas
$324K +$324K +9,440 New
FSC
695
Full Sail Capital
Oklahoma
$323K -$12.5K -365 -4%
SA
696
Sanctuary Advisors
Indiana
$323K +$9.63K +267 +3%
MA
697
McBroom & Associates
Nevada
$322K – – –
VBWMG
698
Von Berge Wealth Management Group
California
$322K +$12.5K +350 +4%
MC
699
Matisse Capital
Oregon
$321K +$892 +26 +0.3%
SFS
700
Summit Financial Strategies
Ohio
$320K – – –
26 27
28
29 30