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Dimensional US Core Equity 2 ETF
DFAC

Overview Fund Activity

1,012 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, 420 increasing their positions, 307 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,012
Holders Change
+25
Holders Change %
+2.53%
% of All Funds
13.57%
Holding in Top 10
256
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-1.16%
% of All Funds
3.43%
New
82
Increased
420
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 %
TPI
726
Trust Point Inc
Wisconsin
$571K – – –
JC
727
Jentner Corp
Ohio
$571K +$21.4K +597 +4%
TIA
728
Traphagen Investment Advisors
New Jersey
$566K +$1.69K +47 +0.3%
BIA
729
Bell Investment Advisors
California
$565K – – –
National Bank of Canada
730
National Bank of Canada
Quebec, Canada
$563K +$245K +6,797 +77%
TF
731
Threadgill Financial
Texas
$563K – – –
BRWA
732
B. Riley Wealth Advisors
Florida
$562K +$562K +15,687 New
SFC
733
SYM Financial Corp
Indiana
$560K +$40.5K +1,130 +8%
Janney Montgomery Scott
734
Janney Montgomery Scott
Pennsylvania
$558K +$20.6K +576 +4%
WSFS
735
Wilmington Savings Fund Society
Delaware
$553K – – –
Bank of Montreal
736
Bank of Montreal
Ontario, Canada
$552K -$546K -15,228 -50%
TA
737
TFB Advisors
Kansas
$552K -$40.7K -1,135 -7%
CIBC Private Wealth Group
738
CIBC Private Wealth Group
Georgia
$547K +$456K +12,723 +500%
HFA
739
Hershey Financial Advisers
Pennsylvania
$545K +$545K +15,211 New
PCA
740
Providence Capital Advisors
North Carolina
$545K +$36 +1 +0%
BW
741
BostonPremier Wealth
Massachusetts
$545K +$1.65K +46 +0.3%
BWP
742
Balboa Wealth Partners
Arizona
$542K -$16.6K -463 -3%
JFGLC
743
Johnson Financial Group LLC (Colorado)
Colorado
$541K – – –
MAA
744
Mraz Amerine & Associates
California
$540K -$117K -3,263 -18%
FF
745
Francis Financial
$533K – – –
NC
746
North Capital
Utah
$533K +$72 +2 +0%
AWC
747
Abundance Wealth Counselors
Pennsylvania
$532K +$532K +14,848 New
VH
748
Visionary Horizons
Tennessee
$529K +$154K +4,310 +41%
WTA
749
Washington Trust Advisors
Massachusetts
$521K – – –
MFA
750
Morling Financial Advisors
California
$519K – – –
28 29
30
31 32