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Dimensional US Core Equity 2 ETF
DFAC

Overview Fund Activity

989 hedge funds and large institutions have $26.5B invested in Dimensional US Core Equity 2 ETF in 2024 Q4 according to their latest regulatory filings, with 172 funds opening new positions, 332 increasing their positions, 284 reducing their positions, and 18 closing their positions.

Holders
989
Holders Change
+137
Holders Change %
+16.08%
% of All Funds
13.17%
Holding in Top 10
261
Holding in Top 10 Change
+53
Holding in Top 10 Change %
+25.48%
% of All Funds
3.48%
New
172
Increased
332
Reduced
284
Closed
18
Calls
$1.38M
Puts
–
Net Calls
+$1.38M
Net Calls Change
-$1.22M

Top Buyers

1
EP
1
Essential Planning
New Hampshire
$139M
2
FPAS
2
Focus Partners Advisor Solutions
Missouri
$557M
3
GM
3
GeoWealth Management
Illinois
$186M
4
AC
4
Apella Capital
Connecticut
$367M
5
SIM
5
Stratos Investment Management
Ohio
$167M

Top Sellers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$1.61B
2
UBS Group
2
UBS Group
Switzerland
$54.9M
3
SFS
3
Sowell Financial Services
Arkansas
$5.53M
4
SC
4
Savant Capital
Illinois
$305M
5
HSG
5
Helen Stephens Group
Texas
$27M
Name Holding Trade Value Shares
Change 		Shares
Change %
JWA
51
JFS Wealth Advisors
Pennsylvania
$110M +$3.91M +113,084 +4%
UWM
52
United Wealth Management
Virginia
$109M +$109M +3,141,750 New
CCA
53
Catalyst Capital Advisors
New York
$109M +$5.64M +162,917 +5%
MRC
54
Millburn Ridgefield Corp
New York
$109M +$5.64M +162,917 +5%
AssetMark Inc
55
AssetMark Inc
California
$106M -$2.76M -79,832 -3%
CSIA
56
Conrad Siegel Investment Advisors
Pennsylvania
$105M +$964K +27,858 +0.9%
AFG
57
Altiora Financial Group
Ohio
$105M -$2.87M -82,966 -3%
DF
58
DecisionPoint Financial
Arizona
$104M +$4.81M +139,038 +5%
IWC
59
Integrated Wealth Concepts
Massachusetts
$103M -$4.83M -139,703 -4%
NCM
60
New Capital Management
Texas
$102M -$19K -548 -0%
CWM
61
Core Wealth Management
Florida
$102M -$2.77M -80,088 -3%
MWP
62
Meridian Wealth Partners
Pennsylvania
$99.2M -$1M -28,952 -1%
B
63
BetterWealth
California
$98.5M -$2.66M -77,030 -3%
ZF
64
Zhang Financial
Michigan
$98M +$12.1M +349,509 +14%
AC
65
AWM Capital
Arizona
$93.6M -$1.04M -30,000 -1%
Royal Bank of Canada
66
Royal Bank of Canada
Ontario, Canada
$93M +$46.7M +1,349,010 +101%
Osaic Holdings
67
Osaic Holdings
Arizona
$92.4M +$9.25M +267,353 +11%
RIP
68
RAM Investment Partners
Washington
$91.4M +$2.4M +69,269 +3%
SIAG
69
Safeguard Investment Advisory Group
California
$89.1M +$1.43M +41,370 +2%
WIM
70
Warwick Investment Management
Texas
$88.7M -$4.16M -120,285 -4%
PAS
71
Park Avenue Securities
New York
$88.2M +$9.55M +276,190 +12%
LI
72
LRI Investments
Florida
$85.9M +$398K +11,510 +0.5%
PWIA
73
Porter White Investment Advisors
Alabama
$85.9M -$1.08M -31,340 -1%
FMWA
74
Forvis Mazars Wealth Advisors
Missouri
$85M -$9.5M -274,635 -10%
EC
75
Eaton-Cambridge
Arizona
$80.4M -$146K -4,212 -0.2%
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