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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.

New
Increased
Maintained
Reduced
Closed
Holders
852
Holders Change
+32
Holders Change %
+3.9%
% of All Funds
12.32%
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
Focus Partners Wealth
Massachusetts
$1.33B
2
WANY
Wealthspire Advisors (New York)
New York
$271M
3
WA
Wealthstream Advisors
New York
$155M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.94B
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
$1.7B

Top Sellers

1
MSWM
McGlone Suttner Wealth Management
Wisconsin
$94.9M
2
LWM
Liberty Wealth Management
California
$31.3M
3
SWG
Summit Wealth Group
Vermont
$18.3M
4
DWM
Diversify Wealth Management
Utah
$17.6M
5
SW
Simplicity Wealth
New Jersey
$18M
Name Holding Trade Value Shares
Change 		Shares
Change %
UWPG
726
Ullmann Wealth Partners Group
Florida
$278K +$754 +22 +0.3%
JHCP
727
Jackson Hole Capital Partners
Oklahoma
$275K +$754 +22 +0.3%
EK
728
Evensky & Katz
Florida
$272K +$721 +21 +0.3%
CA
729
Clearstead Advisors
Ohio
$269K – – –
WA
730
Waddell & Associates
Tennessee
$269K – – –
HBT
731
Hills Bank & Trust
Iowa
$269K – – –
LRIA
732
Leonard Rickey Investment Advisors
Washington
$267K -$617 -18 -0.2%
NPP
733
New Potomac Partners
Maryland
$267K – – –
CWA
734
Cascade Wealth Advisors
Washington
$266K -$17.1K -500 -6%
LC
735
Lincoln Capital
Nebraska
$266K – – –
CBT
736
CoreFirst Bank & Trust
Kansas
$265K – – –
FMN
737
Financial Management Network
California
$264K – – –
DWM
738
Dechtman Wealth Management
Colorado
$261K -$13.8K -402 -5%
VCP
739
Verus Capital Partners
Arizona
$261K +$80.1K +2,337 +44%
SAM
740
Stansberry Asset Management
Texas
$259K – – –
GHA
741
GW Henssler & Associates
Georgia
$259K +$259K +7,543 New
BWA
742
BlueChip Wealth Advisors
Georgia
$253K – – –
MJRIC
743
Mogy Joel R Investment Counsel
California
$253K – – –
EFS
744
Essex Financial Services
Connecticut
$251K – – –
SLA
745
Silver Lake Advisory
Utah
$251K +$686 +20 +0.3%
PF
746
Prosperitas Financial
California
$250K +$250K +7,292 New
HGWM
747
Horst & Graben Wealth Management
Oregon
$250K +$411 +12 +0.2%
CFA
748
Camarda Financial Advisors
Florida
$249K – – –
AWM
749
Accel Wealth Management
Iowa
$249K +$69 +2 +0%
HTC
750
Haverford Trust Company
Pennsylvania
$248K – – –
28 29
30
31 32