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Dimensional US Core Equity 2 ETF
DFAC

998 hedge funds and large institutions have $26.7B invested in Dimensional US Core Equity 2 ETF in 2024 Q4 according to their latest regulatory filings, with 174 funds opening new positions, 336 increasing their positions, 285 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

867% more first-time investments, than exits

New positions opened: 174 | Existing positions closed: 18

25% more funds holding in top 10

Funds holding in top 10: 211 → 264 (+53)

18% more repeat investments, than reductions

Existing positions increased: 336 | Existing positions reduced: 285

16% more funds holding

Funds holding: 858 → 998 (+140)

9% more capital invested

Capital invested by funds: $24.5B → $26.7B (+$2.23B)

4.04% more ownership

Funds ownership: 78.57% → 82.6% (+4%)

Holders
998
Holders Change
+140
Holders Change %
+16.32%
% of All Funds
13.15%
Holding in Top 10
264
Holding in Top 10 Change
+53
Holding in Top 10 Change %
+25.12%
% of All Funds
3.48%
New
174
Increased
336
Reduced
285
Closed
18
Calls
$1.38M
Puts
–
Net Calls
+$1.38M
Net Calls Change
-$1.22M

Top Buyers

Rank Fund Capital Flow
1
EP
Essential Planning
New Hampshire
+$137M
2
FPAS
Focus Partners Advisor Solutions
Missouri
+$105M
3
GM
GeoWealth Management
Illinois
+$103M
4
AC
Apella Capital
Connecticut
+$63M
5
SIM
Stratos Investment Management
Ohio
+$59.5M

Top Sellers

Rank Fund Capital Flow
1
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$127M
2
UBS Group
UBS Group
Switzerland
-$58.6M
3
SFS
Sowell Financial Services
Arkansas
-$34.7M
4
SC
Savant Capital
Illinois
-$29.3M
5
HSG
Helen Stephens Group
Texas
-$26.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
AIS
776
American Investment Services
Massachusetts
$382K -$3.7K -105 -0.9%
MCM
777
Monument Capital Management
Virginia
$381K – – –
HPM
778
Hoxton Planning & Management
West Virginia
$377K – – –
AF
779
Apollon Financial
South Carolina
$376K – – –
HWM
780
Horizon Wealth Management
Illinois
$375K +$56K +1,591 +17%
BH
781
Burk Holdings
Oklahoma
$374K +$381K +10,809 New
SAF
782
Smith Anglin Financial
Texas
$373K +$1.09K +31 +0.3%
GEA
783
Glen Eagle Advisors
New Jersey
$373K – – –
GPA
784
Garrison Point Advisors
California
$372K +$378K +10,747 New
HA
785
Hanover Advisors
South Carolina
$369K – – –
RIA
786
Regal Investment Advisors
Michigan
$367K – – –
FG
787
Fairman Group
Pennsylvania
$364K +$1.09K +31 +0.3%
ERIM
788
Eagle Ridge Investment Management
Connecticut
$364K – – –
GCM
789
G2 Capital Management
Ohio
$363K – – –
VH
790
Visionary Horizons
Tennessee
$361K -$19K -540 -5%
FHA
791
First Horizon Advisors
Tennessee
$361K – – –
WP
792
WealthShield Partners
North Carolina
$358K -$26.2K -744 -7%
WTC
793
WhitTier Trust Company
Nevada
$356K – – –
VC
794
Vestor Capital
Illinois
$355K – – –
PSP
795
Principal Street Partners
Tennessee
$355K +$361K +10,257 New
BCWM
796
Bartlett & Co Wealth Management
Ohio
$355K – – –
HI
797
Harbour Investments
Wisconsin
$354K – – –
EWM
798
Evercore Wealth Management
New York
$352K – – –
MAM
799
Marotta Asset Management
Virginia
$352K – – –
AWM
800
Angeles Wealth Management
California
$349K – – –
30 31
32
33 34

DFAC Hedge Fund Activity: Q4 2024 in Review

998 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Core Equity 2 ETF (DFAC) for Q4 2024, worth a combined $26.7B — up 9.1% from $24.5B a quarter earlier.

Buyers outnumbered sellers: 174 funds opened new DFAC positions and 18 closed out — a net gain of 156 holders — while 336 added to existing stakes and 285 trimmed.

The largest buyer was Essential Planning, adding an estimated $137M. The largest seller was Mercer Global Advisors, cutting an estimated $127M.

  • 998 institutional investors held Dimensional US Core Equity 2 ETF (DFAC) as of Q4 2024, up from 858 in Q3 2024.
  • Funds reported $26.7B of Dimensional US Core Equity 2 ETF stock for Q4 2024, up 9.1% quarter-over-quarter.
  • 174 funds opened new Dimensional US Core Equity 2 ETF positions in Q4 2024 and 18 closed out, a net change of +156 holders.
  • The largest Dimensional US Core Equity 2 ETF buyer in Q4 2024 was Essential Planning, an estimated $137M added.
  • The largest Dimensional US Core Equity 2 ETF seller in Q4 2024 was Mercer Global Advisors, an estimated $127M sold.

Based on aggregated 13F filings for Q4 2024.