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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.

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
1
Focus Partners Advisor Solutions
Missouri
$404M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$1.44B
3
GM
3
GeoWealth Management
Illinois
$91.2M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.66B
5
SIM
5
Stratos Investment Management
Ohio
$47.2M

Top Sellers

1
MHS
1
M Holdings Securities
Oregon
$573K
2
PCA
2
Prosperity Capital Advisors
Ohio
$82M
3
MSWM
3
McGlone Suttner Wealth Management
Wisconsin
$111M
4
FFM
4
Forum Financial Management
Illinois
$1.26B
5
SC
5
Savant Capital
Illinois
$171M
Name Holding Trade Value Shares
Change 		Shares
Change %
GM
51
GeoWealth Management
Illinois
$91.2M +$91.2M +2,853,144 New
FMWA
52
Forvis Mazars Wealth Advisors
Missouri
$91.2M +$316K +9,897 +0.3%
NCM
53
New Capital Management
Texas
$89.1M +$11.4M +357,645 +15%
RJFSA
54
Raymond James Financial Services Advisors
Florida
$86.8M +$9.63M +301,362 +12%
CSIA
55
Conrad Siegel Investment Advisors
Pennsylvania
$85.1M +$44.3M +1,387,635 +109%
GWM
56
Grand Wealth Management
Michigan
$83.6M +$7.37M +230,556 +10%
PCA
57
Prosperity Capital Advisors
Ohio
$82M -$49.9M -1,560,924 -38%
WIM
58
Warwick Investment Management
Texas
$81.1M -$7.46M -233,387 -8%
PWIA
59
Porter White Investment Advisors
Alabama
$81M +$4.83M +151,236 +6%
AC
60
AWM Capital
Arizona
$79.8M +$3.76M +117,612 +5%
OIA
61
OneDigital Investment Advisors
Kansas
$77M +$2.52M +78,722 +3%
IWC
62
Integrated Wealth Concepts
Massachusetts
$76.7M +$5.58M +174,743 +8%
WWP
63
Waypoint Wealth Partners
California
$76.1M -$1.47M -46,076 -2%
LI
64
LRI Investments
Florida
$75.5M +$75.5M +2,362,171 New
RIP
65
RAM Investment Partners
Washington
$73M +$2.83M +88,707 +4%
RWM
66
Ruedi Wealth Management
Illinois
$72.9M +$1.7M +53,348 +2%
DF
67
DecisionPoint Financial
Arizona
$72.5M +$6.71M +217,572 +10%
EC
68
Eaton-Cambridge
Arizona
$72.4M +$3.88M +121,525 +6%
SIAG
69
Safeguard Investment Advisory Group
California
$72.3M +$4.89M +153,070 +7%
CCWA
70
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$72M -$2.3M -72,114 -3%
HIG
71
Heritage Investment Group
Florida
$71.9M +$1.91M +59,725 +3%
W
72
WorthPointe
California
$70.8M -$202K -6,316 -0.3%
SWA
73
ShankerValleau Wealth Advisors
Illinois
$70.5M -$1.05M -32,905 -1%
MWM
74
Merriman Wealth Management
Washington
$69.7M -$1.7M -53,069 -2%
PCI
75
Planning Center Inc
Illinois
$66.3M -$1.54M -48,237 -2%
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