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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 %
WA
701
WBH Advisory
Maryland
$570K – – –
FA
702
FSA Advisors
Michigan
$568K -$65K -1,879 -10%
SAM
703
Synergy Asset Management
Washington
$565K +$283K +8,210 +100%
BCA
704
Bay Capital Advisors
Virginia
$564K +$564K +16,293 New
SW
705
Simplicity Wealth
New Jersey
$564K -$17.6M -509,955 -97%
MAS
706
MPWM Advisory Solutions
Georgia
$559K +$559K +16,163 New
KIM
707
Kestra Investment Management
Texas
$556K +$57.2K +1,654 +11%
TPI
708
Trust Point Inc
Wisconsin
$552K +$552K +15,945 New
MC
709
Moors & Cabot
Massachusetts
$549K – – –
BWP
710
Balboa Wealth Partners
Arizona
$548K -$18.4K -531 -3%
GWM
711
GDS Wealth Management
Texas
$547K – – –
BIA
712
Bell Investment Advisors
California
$546K – – –
MFG
713
Magnus Financial Group
New York
$546K +$1.59K +46 +0.3%
TIA
714
Traphagen Investment Advisors
New Jersey
$544K +$544K +15,715 New
TF
715
Threadgill Financial
Texas
$543K – – –
HH
716
Hilltop Holdings
Texas
$543K +$242 +7 +0%
T
717
Tableaux
Massachusetts
$541K +$541K +15,649 New
WSFS
718
Wilmington Savings Fund Society
Delaware
$534K – – –
PCA
719
Providence Capital Advisors
North Carolina
$526K – – –
JFGLC
720
Johnson Financial Group LLC (Colorado)
Colorado
$522K – – –
AG
721
Ascent Group
Virginia
$521K -$46.2K -1,336 -8%
CAM
722
CPA Asset Management
Florida
$518K +$66.1K +1,912 +15%
FF
723
Francis Financial
$515K -$168K -4,851 -25%
HG
724
Harbor Group
New Hampshire
$508K -$1.35K -39 -0.3%
WTA
725
Washington Trust Advisors
Massachusetts
$503K – – –
27 28
29
30 31