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Dimensional US Core Equity 2 ETF
DFAC

Overview Fund Activity

987 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 61 funds opening new positions, 405 increasing their positions, 316 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
987
Holders Change
-4
Holders Change %
-0.4%
% of All Funds
13.41%
Holding in Top 10
259
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-1.15%
% of All Funds
3.52%
New
61
Increased
405
Reduced
316
Closed
41
Calls
$1.54M
Puts
$20K
Net Calls
+$1.52M
Net Calls Change
+$133K

Top Buyers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$240M
2
IA
Integrity Alliance
Iowa
+$71.7M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$49M
4
Osaic Holdings
Osaic Holdings
Arizona
+$43.4M
5
AC
Apella Capital
Connecticut
+$38.7M

Top Sellers

1
CW
Curio Wealth
Maryland
-$9.11B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$167M
3
HIGP
Hill Investment Group Partners
Missouri
-$130M
4
EP
Essential Planning
New Hampshire
-$127M
5
SIM
Stratos Investment Management
Ohio
-$49.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
BW
726
BostonPremier Wealth
Massachusetts
$500K +$29.3K +889 +6%
JFGLC
727
Johnson Financial Group LLC (Colorado)
Colorado
$498K – – –
Janney Montgomery Scott
728
Janney Montgomery Scott
Pennsylvania
$495K +$120K +3,647 +32%
FF
729
Francis Financial
$491K – – –
NC
730
North Capital
Utah
$491K +$491K +14,873 New
AG
731
Ascent Group
Virginia
$480K -$16.8K -509 -3%
WTA
732
Washington Trust Advisors
Massachusetts
$480K – – –
MFA
733
Morling Financial Advisors
California
$478K -$66 -2 -0%
SFC
734
SYM Financial Corp
Indiana
$478K +$73K +2,214 +18%
RA
735
Rockingstone Advisors
Massachusetts
$477K – – –
HG
736
Harbor Group
New Hampshire
$474K -$10K -304 -2%
BIA
737
Barry Investment Advisors
Massachusetts
$473K +$891 +27 +0.2%
HFA
738
Highland Financial Advisors
New Jersey
$470K – – –
GCA
739
Greenwood Capital Associates
South Carolina
$466K +$168K +5,081 +56%
AGP
740
Autumn Glory Partners
Texas
$465K +$465K +14,082 New
BIG
741
Brooklyn Investment Group
New York
$459K +$459K +13,918 New
EFP
742
EnRich Financial Partners
Wisconsin
$455K +$22.7K +688 +5%
AA
743
Advisory Alpha
Michigan
$451K -$5.01K -152 -1%
LFG
744
Lockerman Financial Group
California
$446K – – –
SWP
745
Sagespring Wealth Partners
Tennessee
$446K +$248K +7,529 +126%
NW
746
NewEdge Wealth
Pennsylvania
$444K – – –
MFT
747
Moisand Fitzgerald Tamayo
Florida
$444K -$1.58K -48 -0.4%
GWANC
748
Guardian Wealth Advisors (North Carolina)
North Carolina
$441K +$1.02K +31 +0.2%
DWP
749
Destiny Wealth Partners
Florida
$440K – – –
SPA
750
Shore Point Advisors
New Jersey
$439K -$182K -5,528 -29%
28 29
30
31 32