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Dimensional US Core Equity 2 ETF
DFAC

Overview Fund Activity

794 hedge funds and large institutions have $21.2B invested in Dimensional US Core Equity 2 ETF in 2024 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 347 increasing their positions, 207 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
794
Holders Change
+34
Holders Change %
+4.47%
% of All Funds
11.51%
Holding in Top 10
201
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+1.52%
% of All Funds
2.91%
New
70
Increased
347
Reduced
207
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FPAS
Focus Partners Advisor Solutions
Missouri
$404M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
$1.44B
3
GM
GeoWealth Management
Illinois
$91.2M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.66B
5
SIM
Stratos Investment Management
Ohio
$47.2M

Top Sellers

1
MHS
M Holdings Securities
Oregon
$573K
2
PCA
Prosperity Capital Advisors
Ohio
$82M
3
MSWM
McGlone Suttner Wealth Management
Wisconsin
$111M
4
FFM
Forum Financial Management
Illinois
$1.26B
5
SC
Savant Capital
Illinois
$171M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
726
Axxcess Wealth Management
California
$220K +$220K +6,896 New
SI
727
Stephens Inc
Arkansas
$220K – – –
LC
728
Lindbrook Capital
California
$219K – – –
EFG
729
Embree Financial Group
Illinois
$218K -$41.4K -1,295 -16%
CRC
730
Curi RMB Capital
Illinois
$218K +$218K +6,827 New
TFG
731
Tilson Financial Group
New Jersey
$218K +$218K +6,815 New
SF
732
Synovus Financial
Georgia
$217K +$217K +6,788 New
GLLW
733
Graves Light Lenhart Wealth
Virginia
$216K +$216K +6,750 New
NGA
734
Naples Global Advisors
Florida
$213K +$213K +6,666 New
JC
735
Jentner Corp
Ohio
$212K +$212K +6,642 New
SW
736
SlateStone Wealth
Florida
$210K +$210K +6,561 New
WDL
737
Well Done LLC
Michigan
$210K +$210K +6,570 New
Ameriprise
738
Ameriprise
Minnesota
$209K +$209K +6,557 New
RWP
739
Ridgecrest Wealth Partners
California
$209K +$209K +6,544 New
LIM
740
Lathrop Investment Management
Arkansas
$209K +$209K +6,552 New
BIM
741
Bridges Investment Management
Nebraska
$208K +$208K +6,500 New
RBC
742
Roble Belko & Company
Pennsylvania
$207K – – –
SCTC
743
Sanibel Captiva Trust Company
Florida
$206K +$206K +6,439 New
Luther King Capital Management (LKCM)
744
Luther King Capital Management (LKCM)
Texas
$203K – – –
IGWM
745
ICA Group Wealth Management
Colorado
$201K – – –
JWBC
746
John W. Brooker & Co
California
$201K +$201K +6,301 New
AAG
747
Armstrong Advisory Group
Massachusetts
$201K – – –
PMFA
748
Plante Moran Financial Advisors
Michigan
$195K – – –
CF
749
Centaurus Financial
California
$194K +$194K +6,075 New
TIM
750
Thompson Investment Management
Wisconsin
$178K – – –
28 29
30
31 32