DFAC icon

Dimensional US Core Equity 2 ETF
DFAC

Overview Fund Activity

990 hedge funds and large institutions have $26.5B invested in Dimensional US Core Equity 2 ETF in 2024 Q4 according to their latest regulatory filings, with 172 funds opening new positions, 332 increasing their positions, 284 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
990
Holders Change
+138
Holders Change %
+16.2%
% of All Funds
13.18%
Holding in Top 10
261
Holding in Top 10 Change
+53
Holding in Top 10 Change %
+25.48%
% of All Funds
3.47%
New
172
Increased
332
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 %
RIS
751
Retirement Income Solutions
Michigan
$427K – – –
SFC
752
SYM Financial Corp
Indiana
$425K +$24.4K +704 +6%
PPH
753
Pure Portfolios Holdings
Oregon
$422K +$830 +24 +0.2%
TWP
754
Triad Wealth Partners
Kansas
$420K +$420K +12,146 New
VF
755
Vista Finance
Missouri
$415K – – –
NI
756
Natural Investments
California
$414K +$414K +11,969 New
CIC
757
Cutler Investment Counsel
Oregon
$412K – – –
CFGS
758
Concourse Financial Group Securities
Alabama
$411K -$11.5K -320 -3%
BAM
759
BOS Asset Management
Illinois
$409K +$4.36K +126 +1%
Qube Research & Technologies (QRT)
760
Qube Research & Technologies (QRT)
United Kingdom
$408K +$327K +9,465 +409%
MWM
761
Modern Wealth Management
Kansas
$406K +$3.6K +104 +0.9%
IF
762
Intrua Financial
Texas
$406K – – –
ECM
763
Exchange Capital Management
Michigan
$404K – – –
Janney Montgomery Scott
764
Janney Montgomery Scott
Pennsylvania
$392K +$58.7K +1,700 +18%
EGWAG
765
Elwood & Goetz Wealth Advisory Group
Georgia
$391K -$3.29K -95 -0.8%
GGS
766
Galvin Gaustad & Stein
Arizona
$385K +$1.11K +32 +0.3%
FAT
767
First American Trust
California
$385K -$657 -19 -0.2%
FC
768
Fulcrum Capital
Washington
$383K – – –
AIS
769
American Investment Services
Massachusetts
$382K -$3.63K -105 -0.9%
MCM
770
Monument Capital Management
Virginia
$381K – – –
HPM
771
Hoxton Planning & Management
West Virginia
$377K – – –
AF
772
Apollon Financial
South Carolina
$376K – – –
HWM
773
Horizon Wealth Management
Illinois
$375K +$55K +1,591 +17%
BH
774
Burk Holdings
Oklahoma
$374K +$374K +10,809 New
SAF
775
Smith Anglin Financial
Texas
$373K +$1.07K +31 +0.3%
29 30
31
32 33