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Dimensional US Core Equity 2 ETF
DFAC

Overview Fund Activity

991 hedge funds and large institutions have $26.6B invested in Dimensional US Core Equity 2 ETF in 2024 Q4 according to their latest regulatory filings, with 172 funds opening new positions, 333 increasing their positions, 284 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
991
Holders Change
+138
Holders Change %
+16.18%
% of All Funds
13.19%
Holding in Top 10
262
Holding in Top 10 Change
+53
Holding in Top 10 Change %
+25.36%
% of All Funds
3.49%
New
172
Increased
333
Reduced
284
Closed
18
Calls
$1.38M
Puts
–
Net Calls
+$1.38M
Net Calls Change
-$1.22M

Top Buyers

1
EP
Essential Planning
New Hampshire
+$137M
2
FPAS
Focus Partners Advisor Solutions
Missouri
+$103M
3
GM
GeoWealth Management
Illinois
+$101M
4
AC
Apella Capital
Connecticut
+$61.9M
5
SIM
Stratos Investment Management
Ohio
+$58.4M

Top Sellers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$124M
2
UBS Group
UBS Group
Switzerland
-$57.5M
3
SFS
Sowell Financial Services
Arkansas
-$34.1M
4
SC
Savant Capital
Illinois
-$28.7M
5
HSG
Helen Stephens Group
Texas
-$25.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAF
776
Smith Anglin Financial
Texas
$373K +$1.07K +31 +0.3%
GEA
777
Glen Eagle Advisors
New Jersey
$373K – – –
GPA
778
Garrison Point Advisors
California
$372K +$372K +10,747 New
HA
779
Hanover Advisors
South Carolina
$369K – – –
RIA
780
Regal Investment Advisors
Michigan
$367K – – –
FG
781
Fairman Group
Pennsylvania
$364K +$1.07K +31 +0.3%
ERIM
782
Eagle Ridge Investment Management
Connecticut
$364K – – –
GCM
783
G2 Capital Management
Ohio
$363K – – –
VH
784
Visionary Horizons
Tennessee
$361K -$18.7K -540 -5%
FHA
785
First Horizon Advisors
Tennessee
$361K – – –
WP
786
WealthShield Partners
North Carolina
$358K -$25.7K -744 -7%
WTC
787
WhitTier Trust Company
Nevada
$356K – – –
VC
788
Vestor Capital
Illinois
$355K – – –
PSP
789
Principal Street Partners
Tennessee
$355K +$355K +10,257 New
BCWM
790
Bartlett & Co Wealth Management
Ohio
$355K – – –
HI
791
Harbour Investments
Wisconsin
$354K – – –
EWM
792
Evercore Wealth Management
New York
$352K – – –
MAM
793
Marotta Asset Management
Virginia
$352K – – –
AWM
794
Angeles Wealth Management
California
$349K – – –
PCH
795
PGIM Custom Harvest
New Jersey
$346K – – –
BP
796
BWM Planning
Texas
$342K +$15.9K +460 +5%
AAS
797
Ameritas Advisory Services
Nebraska
$341K -$184K -5,322 -35%
KWA
798
Kingswood Wealth Advisors
California
$340K +$340K +9,820 New
SWP
799
Significant Wealth Partners
Illinois
$338K – – –
BWA
800
Bordeaux Wealth Advisors
California
$337K – – –
30 31
32
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