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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.

Holders
852
Holders Change
+32
Holders Change %
+3.9%
% of All Funds
12.33%
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
1
Focus Partners Wealth
Massachusetts
$1.33B
2
WANY
2
Wealthspire Advisors (New York)
New York
$271M
3
WA
3
Wealthstream Advisors
New York
$155M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.94B
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$1.7B

Top Sellers

1
MSWM
1
McGlone Suttner Wealth Management
Wisconsin
$94.9M
2
LWM
2
Liberty Wealth Management
California
$31.3M
3
SWG
3
Summit Wealth Group
Vermont
$18.3M
4
DWM
4
Diversify Wealth Management
Utah
$17.6M
5
SW
5
Simplicity Wealth
New Jersey
$18M
Name Market Value Shares Shares
Change 		Shares
Change %
MRC
51
Millburn Ridgefield Corp
New York
$102M 2,976,749 -203,215 -6%
CCA
52
Catalyst Capital Advisors
New York
$102M 2,976,749 -203,215 -6%
NCM
53
New Capital Management
Texas
$101M 2,958,467 +163,341 +6%
B
54
BetterWealth
California
$100M 2,925,380 +35,964 +1%
MWP
55
Meridian Wealth Partners
Pennsylvania
$99.3M 2,895,577 -30,080 -1%
RJFSA
56
Raymond James Financial Services Advisors
Florida
$98.6M 2,874,138 +51,050 +2%
DF
57
DecisionPoint Financial
Arizona
$98.1M 2,859,760 +127,839 +5%
CWM
58
Core Wealth Management
Florida
$97.8M 3,032,546 – –
MSWM
59
McGlone Suttner Wealth Management
Wisconsin
$94.9M 2,768,235 -1,832,027 -40%
AC
60
AWM Capital
Arizona
$93.9M 2,737,056 +169,337 +7%
FMWA
61
Forvis Mazars Wealth Advisors
Missouri
$93.6M 2,730,783 -73,338 -3%
WIM
62
Warwick Investment Management
Texas
$92M 2,684,398 -13,742 -0.5%
RIP
63
RAM Investment Partners
Washington
$88.2M 2,572,915 +130,625 +5%
LI
64
LRI Investments
Florida
$88.1M 2,472,250 +54,750 +2%
SIAG
65
Safeguard Investment Advisory Group
California
$86.9M 2,533,101 +101,760 +4%
PWIA
66
Porter White Investment Advisors
Alabama
$86.2M 2,513,581 +1,580 +0.1%
ZF
67
Zhang Financial
Michigan
$85.2M 2,484,739 +267,310 +12%
GM
68
GeoWealth Management
Illinois
$84.1M 2,451,782 -360,033 -13%
WWP
69
Waypoint Wealth Partners
California
$82.6M 2,409,060 +56,039 +2%
Osaic Holdings
70
Osaic Holdings
Arizona
$82.4M 2,403,637 -187,076 -7%
Creative Planning
71
Creative Planning
Kansas
$80.5M 2,348,174 +53,028 +2%
EC
72
Eaton-Cambridge
Arizona
$79.9M 2,329,182 +27,804 +1%
HIG
73
Heritage Investment Group
Florida
$78.5M 2,289,498 +12,624 +0.6%
PAS
74
Park Avenue Securities
New York
$78M 2,274,232 +131,600 +6%
MGWA
75
Monument Group Wealth Advisors
Massachusetts
$77.6M 2,261,606 +164,629 +8%
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3
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