DFAC icon

Dimensional US Core Equity 2 ETF
DFAC

Overview Fund Activity

820 hedge funds and large institutions have $22.2B invested in Dimensional US Core Equity 2 ETF in 2024 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 332 increasing their positions, 243 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
820
Holders Change
+26
Holders Change %
+3.27%
% of All Funds
11.93%
Holding in Top 10
202
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.5%
% of All Funds
2.94%
New
65
Increased
332
Reduced
243
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SC
1
Savant Capital
Illinois
$315M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$1.48B
3
ATI
3
ARK & TLK Investments
Oklahoma
$62.9M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.72B
5
AC
5
Apella Capital
Connecticut
$274M

Top Sellers

1
FFM
1
Forum Financial Management
Illinois
$1.2B
2
LNC
2
Lincoln National Corp
Pennsylvania
$0
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$319M
4
BSW
4
Buckingham Strategic Wealth
Missouri
$1.2B
5
GWM
5
Grand Wealth Management
Michigan
$71.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
RP
776
Rowlandmiller & Partners
Georgia
$125K – – –
LIA
777
Lynx Investment Advisory
District of Columbia
$124K +$124K +3,849 New
BF
778
BOK Financial
Oklahoma
$120K – – –
PB
779
Pinnacle Bancorp
Nebraska
$118K -$5.16K -160 -4%
FHA
780
First Horizon Advisors
Tennessee
$118K – – –
RFG
781
REAP Financial Group
Texas
$117K +$355 +11 +0.3%
VWWMG
782
Vermillion & White Wealth Management Group
Pennsylvania
$113K +$43.2K +1,339 +62%
KSWA
783
Kathleen S. Wright Associates
Pennsylvania
$111K – – –
GI
784
Gradient Investments
Minnesota
$107K +$107K +3,308 New
IRC
785
Investors Research Corp
Georgia
$101K +$101K +3,135 New
Jones Financial Companies
786
Jones Financial Companies
Missouri
$98.1K +$98.1K +3,044 New
FMII
787
Farmers & Merchants Investments Inc
Nebraska
$85.6K +$85.6K +2,654 New
HIA
788
Harbor Investment Advisory
Maryland
$85K – – –
MCA
789
Maryland Capital Advisors
Maryland
$81.9K -$8.77K -272 -10%
GWSA
790
Global Wealth Strategies & Associates
Colorado
$76.7K – – –
HR
791
Howe & Rusling
New York
$68.2K – – –
TAM
792
Tucker Asset Management
Colorado
$63.4K +$193 +6 +0.3%
CIAS
793
Capital Investment Advisory Services
North Carolina
$60.5K -$1.42K -44 -2%
National Bank of Canada
794
National Bank of Canada
Quebec, Canada
$56.3K +$56.3K +1,726 New
AIA
795
Arcadia Investment Advisors
Idaho
$56K – – –
AFWM
796
Abich Financial Wealth Management
Virginia
$53.9K +$53.9K +1,673 New
AWM
797
Avior Wealth Management
Nebraska
$40.7K +$35.6K +1,105 +708%
EWP
798
Elevation Wealth Partners
California
$36.3K +$65 +2 +0.2%
CFS
799
CGC Financial Services
Oregon
$34.5K – – –
BFS
800
Bare Financial Services
Pennsylvania
$33.6K – – –
30 31
32
33 34