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Dimensional US Core Equity 2 ETF
DFAC

Overview Fund Activity

820 hedge funds and large institutions have $22.2B invested in Dimensional US Core Equity 2 ETF in 2024 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 332 increasing their positions, 243 reducing their positions, and 30 closing their positions.

Holders
820
Holders Change
+26
Holders Change %
+3.27%
% of All Funds
11.93%
Holding in Top 10
202
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.5%
% of All Funds
2.94%
New
65
Increased
332
Reduced
243
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SC
1
Savant Capital
Illinois
$315M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$1.48B
3
ATI
3
ARK & TLK Investments
Oklahoma
$62.9M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.72B
5
AC
5
Apella Capital
Connecticut
$274M

Top Sellers

1
FFM
1
Forum Financial Management
Illinois
$1.2B
2
LNC
2
Lincoln National Corp
Pennsylvania
$0
3
SWM
3
Soundmark Wealth Management
Washington
$0
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$319M
5
BSW
5
Buckingham Strategic Wealth
Missouri
$1.2B
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
51
Conrad Siegel Investment Advisors
Pennsylvania
$94.3M 2,923,692 +260,252 +10%
B
52
BetterWealth
California
$93.2M 2,889,416 -3,530 -0.1%
PCA
53
Prosperity Capital Advisors
Ohio
$91.3M 2,832,183 +264,689 +10%
DF
54
DecisionPoint Financial
Arizona
$91.1M 2,731,921 +379,448 +16%
RJFSA
55
Raymond James Financial Services Advisors
Florida
$91M 2,823,088 +104,880 +4%
GM
56
GeoWealth Management
Illinois
$90.7M 2,811,815 -41,329 -1%
FMWA
57
Forvis Mazars Wealth Advisors
Missouri
$90.4M 2,804,121 -48,899 -2%
NCM
58
New Capital Management
Texas
$90.1M 2,795,126 +7,136 +0.3%
OIA
59
OneDigital Investment Advisors
Kansas
$88.7M 2,750,325 +339,207 +14%
WIM
60
Warwick Investment Management
Texas
$87M 2,698,140 +160,605 +6%
Financial Engines Advisors
61
Financial Engines Advisors
California
$84.1M 2,609,893 +757,337 +41%
Osaic Holdings
62
Osaic Holdings
Arizona
$83.5M 2,590,713 +1,066,981 +70%
AC
63
AWM Capital
Arizona
$82.8M 2,567,719 +71,496 +3%
PWIA
64
Porter White Investment Advisors
Alabama
$81M 2,512,001 -22,653 -0.9%
SIM
65
Stratos Investment Management
Ohio
$80.7M 2,503,788 +1,027,322 +70%
RIP
66
RAM Investment Partners
Washington
$78.7M 2,442,290 +156,084 +7%
SIAG
67
Safeguard Investment Advisory Group
California
$78.4M 2,431,341 +168,031 +7%
LI
68
LRI Investments
Florida
$77.9M 2,417,500 +55,329 +2%
WWP
69
Waypoint Wealth Partners
California
$75.9M 2,353,021 -30,177 -1%
EC
70
Eaton-Cambridge
Arizona
$74.2M 2,301,378 +35,589 +2%
Creative Planning
71
Creative Planning
Kansas
$74M 2,295,146 +331,197 +17%
HIG
72
Heritage Investment Group
Florida
$73.4M 2,276,874 +26,997 +1%
GWM
73
Grand Wealth Management
Michigan
$71.8M 2,227,721 -388,157 -15%
RWM
74
Ruedi Wealth Management
Illinois
$71.6M 2,220,798 -60,986 -3%
ZF
75
Zhang Financial
Michigan
$71.5M 2,217,429 +263,234 +13%
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