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Dimensional US Core Equity 2 ETF
DFAC

Overview Fund Activity

986 hedge funds and large institutions have $25.6B invested in Dimensional US Core Equity 2 ETF in 2025 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 405 increasing their positions, 314 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
986
Holders Change
-3
Holders Change %
-0.3%
% of All Funds
13.4%
Holding in Top 10
258
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-1.15%
% of All Funds
3.51%
New
62
Increased
405
Reduced
314
Closed
41
Calls
$1.54M
Puts
$20K
Net Calls
+$1.52M
Net Calls Change
+$133K

Top Buyers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$1.77B
2
IA
2
Integrity Alliance
Iowa
$72.3M
3
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$1.33B
4
Osaic Holdings
4
Osaic Holdings
Arizona
$131M
5
AC
5
Apella Capital
Connecticut
$376M

Top Sellers

1
CW
1
Curio Wealth
Maryland
$4.31M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.72B
3
HIGP
3
Hill Investment Group Partners
Missouri
$34M
4
EP
4
Essential Planning
New Hampshire
$2.91M
5
SIM
5
Stratos Investment Management
Ohio
$109M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIM
51
Stratos Investment Management
Ohio
$109M -$49.6M -1,504,016 -31%
JWA
52
JFS Wealth Advisors
Pennsylvania
$109M +$4.02M +121,742 +4%
DF
53
DecisionPoint Financial
Arizona
$105M +$6.45M +195,363 +7%
ZF
54
Zhang Financial
Michigan
$104M +$10.4M +314,732 +11%
Royal Bank of Canada
55
Royal Bank of Canada
Ontario, Canada
$104M +$14.8M +448,499 +17%
AssetMark Inc
56
AssetMark Inc
California
$102M +$501K +15,189 +0.5%
Financial Engines Advisors
57
Financial Engines Advisors
California
$102M -$5.37M -162,677 -5%
RIM
58
Rockbridge Investment Management
New York
$101M +$30.2M +915,289 +42%
AFG
59
Altiora Financial Group
Ohio
$100M +$529K +16,046 +0.5%
VBA
60
von Borstel & Associates
Oregon
$100M +$25.1M +760,676 +33%
CSIA
61
Conrad Siegel Investment Advisors
Pennsylvania
$99.6M -$455K -13,799 -0.5%
IWC
62
Integrated Wealth Concepts
Massachusetts
$98.5M +$360K +10,905 +0.4%
CWM
63
Core Wealth Management
Florida
$97.3M -$131K -3,969 -0.1%
PAS
64
Park Avenue Securities
New York
$92.8M +$8.7M +263,582 +10%
NCM
65
New Capital Management
Texas
$92M -$5.56M -168,644 -6%
AC
66
AWM Capital
Arizona
$91.5M +$2.18M +65,932 +2%
MWP
67
Meridian Wealth Partners
Pennsylvania
$90.7M -$3.9M -118,263 -4%
B
68
BetterWealth
California
$90.4M -$3.61M -109,547 -4%
HIA
69
HFM Investment Advisors
New Jersey
$89.6M +$89.6M +2,716,978 New
RIP
70
RAM Investment Partners
Washington
$85.7M -$1.46M -44,275 -2%
SIAG
71
Safeguard Investment Advisory Group
California
$84.5M -$410K -12,430 -0.5%
Betterment LLC
72
Betterment LLC
New York
$84.2M +$9.33M +282,684 +12%
BWA
73
BCU Wealth Advisors
Illinois
$84M +$12.5M +379,735 +18%
PWIA
74
Porter White Investment Advisors
Alabama
$83.7M +$1.88M +57,050 +2%
WIM
75
Warwick Investment Management
Texas
$83M -$1.62M -49,054 -2%
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