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Dimensional US Core Equity 2 ETF
DFAC

Overview Fund Activity

991 hedge funds and large institutions have $26.6B invested in Dimensional US Core Equity 2 ETF in 2024 Q4 according to their latest regulatory filings, with 172 funds opening new positions, 333 increasing their positions, 284 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
991
Holders Change
+138
Holders Change %
+16.18%
% of All Funds
13.19%
Holding in Top 10
262
Holding in Top 10 Change
+53
Holding in Top 10 Change %
+25.36%
% of All Funds
3.49%
New
172
Increased
333
Reduced
284
Closed
18
Calls
$1.38M
Puts
–
Net Calls
+$1.38M
Net Calls Change
-$1.22M

Top Buyers

1
EP
Essential Planning
New Hampshire
+$137M
2
FPAS
Focus Partners Advisor Solutions
Missouri
+$103M
3
GM
GeoWealth Management
Illinois
+$101M
4
AC
Apella Capital
Connecticut
+$61.9M
5
SIM
Stratos Investment Management
Ohio
+$58.4M

Top Sellers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$124M
2
UBS Group
UBS Group
Switzerland
-$57.5M
3
SFS
Sowell Financial Services
Arkansas
-$34.1M
4
SC
Savant Capital
Illinois
-$28.7M
5
HSG
Helen Stephens Group
Texas
-$25.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFA
726
Morling Financial Advisors
California
$501K – – –
RA
727
Rockingstone Advisors
Massachusetts
$501K – – –
BFM
728
Boston Financial Management
Massachusetts
$496K – – –
BIA
729
Barry Investment Advisors
Massachusetts
$495K +$1.56K +45 +0.3%
BW
730
BostonPremier Wealth
Massachusetts
$493K +$493K +14,266 New
HFA
731
Highland Financial Advisors
New Jersey
$493K – – –
KWAG
732
Kiely Wealth Advisory Group
North Carolina
$487K +$182K +5,078 +59%
AA
733
Advisory Alpha
Michigan
$478K +$35 +1 +0%
LFG
734
Lockerman Financial Group
California
$468K – – –
MFT
735
Moisand Fitzgerald Tamayo
Florida
$467K +$6.54K +189 +1%
NW
736
NewEdge Wealth
Pennsylvania
$466K – – –
CAG
737
Crestwood Advisors Group
Massachusetts
$464K -$14.3K -412 -3%
SHGA
738
Sand Hill Global Advisors
California
$462K -$14.6K -422 -3%
GWANC
739
Guardian Wealth Advisors (North Carolina)
North Carolina
$462K +$26.3K +761 +6%
DWP
740
Destiny Wealth Partners
Florida
$461K – – –
FA
741
Fiduciary Alliance
South Carolina
$455K -$5.02K -145 -1%
EFP
742
EnRich Financial Partners
Wisconsin
$453K -$10K -289 -2%
NWM
743
Navigoe Wealth Management
California
$452K +$452K +13,096 New
GWSG
744
GPS Wealth Strategies Group
Colorado
$451K +$6.26K +181 +1%
VA
745
Valmark Advisers
Ohio
$448K +$448K +12,950 New
CTC
746
Central Trust Company
Missouri
$445K -$20.1K -582 -4%
BCM
747
Blume Capital Management
California
$443K +$13.8K +400 +3%
KWS
748
Keystone Wealth Services
California
$439K – – –
Bessemer Group
749
Bessemer Group
New Jersey
$439K -$62.2K -1,799 -12%
AWE
750
Avidian Wealth Enterprises
Texas
$432K +$432K +12,497 New
28 29
30
31 32