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Dimensional US Core Equity 2 ETF
DFAC

Overview Fund Activity

1,011 hedge funds and large institutions have $28.1B invested in Dimensional US Core Equity 2 ETF in 2025 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 419 increasing their positions, 307 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,011
Holders Change
+25
Holders Change %
+2.54%
% of All Funds
13.56%
Holding in Top 10
255
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-1.16%
% of All Funds
3.42%
New
82
Increased
419
Reduced
307
Closed
35
Calls
$1.31M
Puts
$254K
Net Calls
+$1.06M
Net Calls Change
-$459K

Top Buyers

1
VAS
Vestmark Advisory Solutions
Massachusetts
+$165M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$99.9M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$94M
4
AC
AWM Capital
Arizona
+$46.8M
5
FFM
Forum Financial Management
Illinois
+$39.4M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$101M
2
HFA
Hippocratic Financial Advisors
California
-$49.2M
3
HFS
Heritage Financial Services
Massachusetts
-$33.7M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$33M
5
FPAS
Focus Partners Advisor Solutions
Missouri
-$29.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
JC
726
Jentner Corp
Ohio
$571K +$21.4K +597 +4%
TIA
727
Traphagen Investment Advisors
New Jersey
$566K +$1.69K +47 +0.3%
BIA
728
Bell Investment Advisors
California
$565K – – –
National Bank of Canada
729
National Bank of Canada
Quebec, Canada
$563K +$245K +6,797 +77%
TF
730
Threadgill Financial
Texas
$563K – – –
BRWA
731
B. Riley Wealth Advisors
Florida
$562K +$562K +15,687 New
SFC
732
SYM Financial Corp
Indiana
$560K +$40.5K +1,130 +8%
Janney Montgomery Scott
733
Janney Montgomery Scott
Pennsylvania
$558K +$20.6K +576 +4%
WSFS
734
Wilmington Savings Fund Society
Delaware
$553K – – –
Bank of Montreal
735
Bank of Montreal
Ontario, Canada
$552K -$546K -15,228 -50%
TA
736
TFB Advisors
Kansas
$552K -$40.7K -1,135 -7%
CIBC Private Wealth Group
737
CIBC Private Wealth Group
Georgia
$547K +$456K +12,723 +500%
HFA
738
Hershey Financial Advisers
Pennsylvania
$545K +$545K +15,211 New
PCA
739
Providence Capital Advisors
North Carolina
$545K +$36 +1 +0%
BW
740
BostonPremier Wealth
Massachusetts
$545K +$1.65K +46 +0.3%
BWP
741
Balboa Wealth Partners
Arizona
$542K -$16.6K -463 -3%
JFGLC
742
Johnson Financial Group LLC (Colorado)
Colorado
$541K – – –
MAA
743
Mraz Amerine & Associates
California
$540K -$117K -3,263 -18%
FF
744
Francis Financial
$533K – – –
NC
745
North Capital
Utah
$533K +$72 +2 +0%
AWC
746
Abundance Wealth Counselors
Pennsylvania
$532K +$532K +14,848 New
VH
747
Visionary Horizons
Tennessee
$529K +$154K +4,310 +41%
WTA
748
Washington Trust Advisors
Massachusetts
$521K – – –
MFA
749
Morling Financial Advisors
California
$519K – – –
BIA
750
Barry Investment Advisors
Massachusetts
$519K +$5.09K +142 +1%
28 29
30
31 32