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Dimensional US Core Equity 2 ETF
DFAC

Overview Fund Activity

1,011 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, 419 increasing their positions, 307 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,011
Holders Change
+25
Holders Change %
+2.54%
% of All Funds
13.56%
Holding in Top 10
255
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-1.16%
% of All Funds
3.42%
New
82
Increased
419
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
$316M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
$2.03B
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.97B
4
AC
AWM Capital
Arizona
$146M
5
FFM
Forum Financial Management
Illinois
$1.39B

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
$36.5M
2
HFA
Hippocratic Financial Advisors
California
$10.1M
3
HFS
Heritage Financial Services
Massachusetts
$167M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$313M
5
FPAS
Focus Partners Advisor Solutions
Missouri
$558M
Name Holding Trade Value Shares
Change 		Shares
Change %
NWM
776
Navigoe Wealth Management
California
$469K – – –
EFP
777
EnRich Financial Partners
Wisconsin
$466K -$27.9K -779 -6%
Empower Advisory Group
778
Empower Advisory Group
Colorado
$465K – – –
KWS
779
Keystone Wealth Services
California
$455K – – –
GSWM
780
Golden State Wealth Management
California
$453K -$385K -10,755 -46%
MWM
781
Modern Wealth Management
Kansas
$451K -$1.58K -44 -0.3%
AWE
782
Avidian Wealth Enterprises
Texas
$449K +$824 +23 +0.2%
TBT
783
Texas Bank & Trust
Texas
$449K -$228K -6,375 -34%
RFA
784
Reyes Financial Architecture
California
$445K – – –
SN
785
Sittner & Nelson
Oregon
$444K +$444K +12,385 New
HI
786
Harbour Investments
Wisconsin
$433K +$43.8K +1,221 +11%
XT
787
XTX Topco
Cayman Islands
$430K +$430K +12,007 New
VF
788
Vista Finance
Missouri
$430K – – –
TRCT
789
Tower Research Capital (TRC)
New York
$425K +$425K +11,869 New
PPH
790
Pure Portfolios Holdings
Oregon
$420K -$5.56K -155 -1%
CIC
791
Cutler Investment Counsel
Oregon
$420K -$7.17K -200 -2%
BP
792
BWM Planning
Texas
$409K -$17.5K -489 -4%
SFG
793
Sovereign Financial Group
Connecticut
$408K +$408K +11,389 New
ECM
794
Exchange Capital Management
Michigan
$408K – – –
CWA
795
Canvas Wealth Advisors
Kansas
$408K – – –
CIA
796
Capital Investment Advisors
Georgia
$405K +$10.8K +301 +3%
MIM
797
MTM Investment Management
South Carolina
$405K +$405K +11,294 New
GGS
798
Galvin Gaustad & Stein
Arizona
$401K +$1.22K +34 +0.3%
CAG
799
Crestwood Advisors Group
Massachusetts
$401K -$69.6K -1,941 -15%
EGWAG
800
Elwood & Goetz Wealth Advisory Group
Georgia
$398K -$3.37K -94 -0.8%
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