DFAC icon

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
12.33%
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
1
Focus Partners Wealth
Massachusetts
$1.33B
2
WANY
2
Wealthspire Advisors (New York)
New York
$271M
3
WA
3
Wealthstream Advisors
New York
$155M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.94B
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$1.7B

Top Sellers

1
MSWM
1
McGlone Suttner Wealth Management
Wisconsin
$94.9M
2
LWM
2
Liberty Wealth Management
California
$31.3M
3
SWG
3
Summit Wealth Group
Vermont
$18.3M
4
DWM
4
Diversify Wealth Management
Utah
$17.6M
5
SW
5
Simplicity Wealth
New Jersey
$18M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWP
751
Hibernia Wealth Partners
Louisiana
$247K +$247K +7,200 New
CC
752
Chicago Capital
Illinois
$246K – – –
RCS
753
Retirement Capital Strategies
California
$244K – – –
GCIM
754
Gunn & Company Investment Management
Florida
$239K – – –
CPSAC
755
Chas P. Smith & Associates (CPS)
Florida
$239K – – –
MWC
756
MBM Wealth Consultants
Missouri
$238K – – –
AAG
757
Armstrong Advisory Group
Massachusetts
$236K – – –
SI
758
Stephens Inc
Arkansas
$236K – – –
CRC
759
Curi RMB Capital
Illinois
$235K +$652 +19 +0.3%
LC
760
Lindbrook Capital
California
$235K – – –
P
761
&Partners
Tennessee
$235K +$235K +6,848 New
EFG
762
Embree Financial Group
Illinois
$234K – – –
SF
763
Synovus Financial
Georgia
$234K +$652 +19 +0.3%
LEFP
764
Leading Edge Financial Planning
Tennessee
$234K -$27.7K -809 -11%
GLLW
765
Graves Light Lenhart Wealth
Virginia
$233K +$549 +16 +0.2%
FTWA
766
Fifth Third Wealth Advisors
Ohio
$230K +$230K +6,718 New
NGA
767
Naples Global Advisors
Florida
$229K – – –
BIM
768
Bridges Investment Management
Nebraska
$228K – – –
JC
769
Jentner Corp
Ohio
$228K – – –
OAS
770
Optivise Advisory Services
Tennessee
$226K – – –
WDL
771
Well Done LLC
Michigan
$225K – – –
RWP
772
Ridgecrest Wealth Partners
California
$224K – – –
RBC
773
Roble Belko & Company
Pennsylvania
$222K – – –
IC
774
Innealta Capital
Texas
$221K – – –
Prudential Financial
775
Prudential Financial
New Jersey
$221K +$221K +6,445 New
29 30
31
32 33