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Dimensional US Core Equity 2 ETF
DFAC

Overview Fund Activity

852 hedge funds and large institutions have $24.3B invested in Dimensional US Core Equity 2 ETF in 2024 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 356 increasing their positions, 238 reducing their positions, and 23 closing their positions.

Holders
852
Holders Change
+32
Holders Change %
+3.9%
% of All Funds
12.33%
Holding in Top 10
208
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+2.97%
% of All Funds
3.01%
New
65
Increased
356
Reduced
238
Closed
23
Calls
$2.61M
Puts
–
Net Calls
+$2.61M
Net Calls Change
+$2.61M

Top Buyers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$1.33B
2
WANY
2
Wealthspire Advisors (New York)
New York
$271M
3
WA
3
Wealthstream Advisors
New York
$155M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.94B
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$1.7B

Top Sellers

1
MSWM
1
McGlone Suttner Wealth Management
Wisconsin
$94.9M
2
LWM
2
Liberty Wealth Management
California
$31.3M
3
SWG
3
Summit Wealth Group
Vermont
$18.3M
4
DWM
4
Diversify Wealth Management
Utah
$17.6M
5
SW
5
Simplicity Wealth
New Jersey
$18M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFA
776
First Foundation Advisors
California
$220K -$241K -7,026 -52%
RIL
777
Rothschild Investment LLC
Illinois
$219K – – –
Luther King Capital Management (LKCM)
778
Luther King Capital Management (LKCM)
Texas
$218K -$205K – –
JWBC
779
John W. Brooker & Co
California
$216K – – –
NMG
780
New Millennium Group
Utah
$215K +$617 +18 +0.3%
SFC
781
Sprinkle Financial Consultants
Colorado
$214K +$583 +17 +0.3%
WFA
782
WMG Financial Advisors
Tennessee
$214K -$171 -5 -0.1%
LIM
783
Lathrop Investment Management
Arkansas
$213K +$213K +6,202 New
BDF
784
Black Diamond Financial
Maryland
$212K +$212K +6,175 New
ERWM
785
Elk River Wealth Management
Colorado
$211K -$13K -380 -6%
BA
786
Bridge Advisory
California
$211K -$2.74K -80 -1%
AWM
787
Axxcess Wealth Management
California
$208K +$208K +6,055 New
TC
788
TAP Consulting
Missouri
$205K +$205K +5,988 New
RW
789
RVW Wealth
California
$204K +$204K +5,957 New
AWM
790
Accurate Wealth Management
Florida
$204K +$204K +5,880 New
LWMT
791
Legacy Wealth Management (Tennessee)
Tennessee
$204K +$204K +5,951 New
BFG
792
Berger Financial Group
Minnesota
$203K +$203K +5,929 New
AC
793
Annandale Capital
Texas
$203K +$203K +5,922 New
GT
794
Greenleaf Trust
Michigan
$202K +$202K +5,897 New
TI
795
Truepoint Inc
Ohio
$201K +$201K +5,874 New
CAS
796
Coppell Advisory Solutions
Texas
$197K – – –
TIM
797
Thompson Investment Management
Wisconsin
$191K – – –
OA
798
Operose Advisors
Wisconsin
$191K – – –
SSB
799
Sandy Spring Bank
Maryland
$190K +$514 +15 +0.3%
RI
800
Ridgewood Investments
New Jersey
$179K – – –
30 31
32
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