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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 %
OA
751
Operose Advisors
Wisconsin
$178K – – –
SSB
752
Sandy Spring Bank
Maryland
$176K +$32 +1 +0%
TCA
753
Trifecta Capital Advisors
Illinois
$144K – – –
GT
754
Glenmede Trust
Pennsylvania
$140K – – –
CA
755
Continuum Advisory
Idaho
$136K +$136K +4,301 New
ME
756
McIlrath & Eck
Washington
$129K – – –
AWM
757
Avondale Wealth Management
Texas
$128K – – –
RP
758
Rowlandmiller & Partners
Georgia
$124K – – –
MAWCM
759
Mine & Arao Wealth Creation & Management
California
$123K – – –
PB
760
Pinnacle Bancorp
Nebraska
$122K -$11.2K -350 -8%
BF
761
BOK Financial
Oklahoma
$119K – – –
FHA
762
First Horizon Advisors
Tennessee
$117K – – –
RFG
763
REAP Financial Group
Texas
$116K -$15.1K -474 -12%
SIM
764
Studio Investment Management
Illinois
$114K +$114K +3,583 New
KSWA
765
Kathleen S. Wright Associates
Pennsylvania
$110K +$110K +3,452 New
MCA
766
Maryland Capital Advisors
Maryland
$89.9K -$8.91K -279 -9%
HIA
767
Harbor Investment Advisory
Maryland
$84.3K – – –
GWSA
768
Global Wealth Strategies & Associates
Colorado
$76K – – –
VWWMG
769
Vermillion & White Wealth Management Group
Pennsylvania
$68.8K +$68.8K +2,152 New
HR
770
Howe & Rusling
New York
$67.5K +$67.5K +2,114 New
TC
771
Truvestments Capital
Florida
$65.3K +$160 +5 +0.2%
TAM
772
Tucker Asset Management
Colorado
$62.6K +$62.6K +1,960 New
CIAS
773
Capital Investment Advisory Services
North Carolina
$61.4K – – –
AIA
774
Arcadia Investment Advisors
Idaho
$55.5K – – –
EWP
775
Elevation Wealth Partners
California
$35.9K +$128 +4 +0.4%
29 30
31
32 33