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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 %
SIS
776
Sound Income Strategies
Florida
$35.8K +$35.8K +1,120 New
CFS
777
CGC Financial Services
Oregon
$34.2K – – –
BFS
778
Bare Financial Services
Pennsylvania
$30.7K +$30.7K +1,007 New
SAM
779
S.A. Mason
Michigan
$26.5K +$26.5K +830 New
GJIA
780
Glass Jacobson Investment Advisors
Maryland
$26.2K +$26.2K +820 New
JFA
781
JNBA Financial Advisors
Minnesota
$23.2K – – –
VAMG
782
Voisard Asset Management Group
Michigan
$21.8K – – –
BFO
783
Biltmore Family Office
North Carolina
$20.1K – – –
TRCT
784
Tower Research Capital (TRC)
New York
$18K -$8.44K -264 -32%
MAM
785
MMA Asset Management
Pennsylvania
$15.2K +$15.2K +474 New
AIC
786
Archer Investment Corporation
Indiana
$12.5K +$2.65K +83 +27%
PS
787
Principal Securities
Iowa
$11.5K – – –
SL
788
Salomon & Ludwin
Virginia
$7.89K -$70.8K -2,217 -90%
CWM
789
Cranbrook Wealth Management
Michigan
$6.62K – – –
AWM
790
Abound Wealth Management
Tennessee
$5.62K – – –
AWM
791
Avior Wealth Management
Nebraska
$4.99K -$506K -15,828 -99%
KIG
792
Kessler Investment Group
Indiana
$2.08K +$2.08K +65 New
TLA
793
Tanglewood Legacy Advisors
Texas
$1.6K – – –
QC
794
Quent Capital
New York
$1.31K +$832 +26 +173%
TFGT
795
TS Financial Group (TSFG)
Illinois
$1K – – –
MWM
796
Meridian Wealth Management
Kentucky
– -$5.33M -182,641 Closed
Two Sigma Investments
797
Two Sigma Investments
New York
– -$5.15M -176,100 Closed
CCM
798
Carlson Capital Management
Minnesota
– -$2.45M -83,976 Closed
TSS
799
Two Sigma Securities
New York
– -$809K -27,687 Closed
KA
800
Kovack Advisors
Florida
– -$728K -24,911 Closed
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