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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 %
SRC
676
Sage Rhino Capital
California
$634K -$69 -2 -0%
KP
677
Keel Point
Alabama
$633K -$23.2K -670 -4%
PFP
678
Pinnacle Financial Partners
Tennessee
$633K – – –
CCIA
679
Cherry Creek Investment Advisors
Colorado
$628K – – –
SHF
680
Stage Harbor Financial
Massachusetts
$624K +$624K +18,035 New
MHS
681
M Holdings Securities
Oregon
$621K – – –
CT
682
Colonial Trust
South Carolina
$621K -$21.8K -629 -3%
BP
683
BBR Partners
New York
$620K +$934 +27 +0.2%
PFGIA
684
Patriot Financial Group Insurance Agency
Massachusetts
$619K -$6.54K -189 -1%
TFO
685
Timonier Family Office
North Carolina
$613K +$613K +17,727 New
BRWA
686
B. Riley Wealth Advisors
Florida
$611K -$348K -10,075 -36%
FVWA
687
Foster Victor Wealth Advisors
South Carolina
$604K +$1.74K +49 +0.3%
ATC
688
Argent Trust Co
Tennessee
$603K – – –
CST
689
Charles Schwab Trust
Nevada
$601K – – –
MWG
690
Martin Worley Group
Utah
$593K +$593K +17,133 New
NWMG
691
National Wealth Management Group
Ohio
$592K +$692 +20 +0.1%
SPC
692
Sigma Planning Corp
Michigan
$587K +$1.04K +30 +0.2%
HI
693
Human Investing
Oregon
$586K +$586K +16,945 New
PFA
694
Pettinga Financial Advisors
Indiana
$586K – – –
IA
695
Integrity Alliance
Iowa
$585K +$585K +16,898 New
R
696
Rebalance
California
$582K – – –
CWA
697
CogentBlue Wealth Advisors
Tennessee
$579K +$579K +16,740 New
EF
698
Exeter Financial
Arizona
$579K +$519 +15 +0.1%
EA
699
Evolution Advisers
Virginia
$576K – – –
DWM
700
Destination Wealth Management
California
$571K -$39.5K -1,143 -6%
26 27
28
29 30