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Dimensional US Core Equity 2 ETF
DFAC

Overview Fund Activity

1,011 hedge funds and large institutions have $28.1B invested in Dimensional US Core Equity 2 ETF in 2025 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 419 increasing their positions, 307 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,011
Holders Change
+25
Holders Change %
+2.54%
% of All Funds
13.56%
Holding in Top 10
255
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-1.16%
% of All Funds
3.42%
New
82
Increased
419
Reduced
307
Closed
35
Calls
$1.31M
Puts
$254K
Net Calls
+$1.06M
Net Calls Change
-$459K

Top Buyers

1
VAS
Vestmark Advisory Solutions
Massachusetts
$316M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
$2.03B
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.97B
4
AC
AWM Capital
Arizona
$146M
5
FFM
Forum Financial Management
Illinois
$1.39B

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
$36.5M
2
HFA
Hippocratic Financial Advisors
California
$10.1M
3
HFS
Heritage Financial Services
Massachusetts
$167M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$313M
5
FPAS
Focus Partners Advisor Solutions
Missouri
$558M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
801
BOS Asset Management
Illinois
$395K +$5.48K +153 +1%
MCM
802
Monument Capital Management
Virginia
$395K – – –
BH
803
Burk Holdings
Oklahoma
$395K +$6.02K +168 +2%
OA
804
Oxbow Advisors
Texas
$391K – – –
SAF
805
Smith Anglin Financial
Texas
$389K +$1.15K +32 +0.3%
GEA
806
Glen Eagle Advisors
New Jersey
$386K – – –
IF
807
Intrua Financial
Texas
$385K – – –
GPA
808
Garrison Point Advisors
California
$385K – – –
RIA
809
Regal Investment Advisors
Michigan
$380K – – –
FG
810
Fairman Group
Pennsylvania
$380K +$1.11K +31 +0.3%
CIC
811
Carnegie Investment Counsel
Ohio
$377K – – –
WP
812
WealthShield Partners
North Carolina
$372K +$645 +18 +0.2%
WTC
813
WhitTier Trust Company
Nevada
$369K – – –
TF
814
Trek Financial
Arizona
$369K +$369K +10,299 New
HFS
815
Hantz Financial Services
Michigan
$369K +$369K +10,282 New
BCWM
816
Bartlett & Co Wealth Management
Ohio
$368K – – –
MAM
817
Marotta Asset Management
Virginia
$366K +$1.11K +31 +0.3%
VA
818
Vident Advisory
Georgia
$365K – – –
EWM
819
Evercore Wealth Management
New York
$365K – – –
WN
820
Williams & Novak
California
$363K +$14.7K +410 +4%
CWG
821
Cornerstone Wealth Group
North Carolina
$361K -$1.82M -50,881 -83%
BWA
822
Bordeaux Wealth Advisors
California
$359K -$47.9K -1,336 -12%
KSWA
823
Kathleen S. Wright Associates
Pennsylvania
$356K +$129K +3,610 +57%
M
824
MATAURO
New York
$356K -$6.77K -189 -2%
VBWMG
825
Von Berge Wealth Management Group
California
$355K +$20.7K +565 +6%
31 32
33
34 35