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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 %
VA
751
Valmark Advisers
Ohio
$435K +$7.56K +229 +2%
CAG
752
Crestwood Advisors Group
Massachusetts
$433K -$8.91K -270 -2%
GWSG
753
GPS Wealth Strategies Group
Colorado
$433K +$2.84K +86 +0.7%
NWM
754
Navigoe Wealth Management
California
$432K – – –
Empower Advisory Group
755
Empower Advisory Group
Colorado
$428K -$315K -9,545 -42%
Bessemer Group
756
Bessemer Group
New Jersey
$419K – – –
KWS
757
Keystone Wealth Services
California
$419K – – –
MWM
758
Modern Wealth Management
Kansas
$417K +$29.4K +891 +8%
AWE
759
Avidian Wealth Enterprises
Texas
$413K +$594 +18 +0.1%
FA
760
Fiduciary Alliance
South Carolina
$411K -$22.7K -689 -5%
RFA
761
Reyes Financial Architecture
California
$409K – – –
CTC
762
Central Trust Company
Missouri
$408K -$16.2K -490 -4%
RIS
763
Retirement Income Solutions
Michigan
$407K – – –
T
764
Tableaux
Massachusetts
$407K -$109K -3,317 -21%
VF
765
Vista Finance
Missouri
$396K – – –
NI
766
Natural Investments
California
$394K – – –
CIC
767
Cutler Investment Counsel
Oregon
$393K – – –
BP
768
BWM Planning
Texas
$392K +$65.6K +1,988 +20%
PPH
769
Pure Portfolios Holdings
Oregon
$392K -$10.5K -317 -3%
KP
770
Keel Point
Alabama
$380K -$224K -6,805 -37%
ECM
771
Exchange Capital Management
Michigan
$376K -$9.9K -300 -3%
BWA
772
Bordeaux Wealth Advisors
California
$374K +$52.7K +1,596 +16%
HF
773
HRT Financial
New York
$374K +$374K +11,355 New
EGWAG
774
Elwood & Goetz Wealth Advisory Group
Georgia
$369K -$3.79K -115 -1%
GGS
775
Galvin Gaustad & Stein
Arizona
$368K +$891 +27 +0.2%
29 30
31
32 33