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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 %
SIM
801
Studio Investment Management
Illinois
$27.3K -$88.2K -2,737 -76%
SAM
802
S.A. Mason
Michigan
$26.8K – – –
GJIA
803
Glass Jacobson Investment Advisors
Maryland
$26.4K – – –
JFA
804
JNBA Financial Advisors
Minnesota
$23.4K – – –
JWM
805
Janiczek Wealth Management
Colorado
$22.6K +$22.6K +700 New
VAMG
806
Voisard Asset Management Group
Michigan
$22K – – –
BFO
807
Biltmore Family Office
North Carolina
$20.3K – – –
PS
808
Principal Securities
Iowa
$14.7K +$3.13K +97 +27%
HT
809
Headlands Technologies
Illinois
$13.7K +$13.7K +426 New
BAM
810
Belpointe Asset Management
Nevada
$12.8K +$12.8K +398 New
BFEC
811
Benjamin F. Edwards & Company
Missouri
$12K +$12K +364 New
AIC
812
Archer Investment Corporation
Indiana
$9.93K -$2.68K -83 -21%
QC
813
Quent Capital
New York
$9.06K +$7.74K +240 +585%
SL
814
Salomon & Ludwin
Virginia
$7.96K – – –
CWM
815
Cranbrook Wealth Management
Michigan
$6.68K – – –
AWM
816
Abound Wealth Management
Tennessee
$5.68K – – –
GFPC
817
Global Financial Private Client
Florida
$3.39K +$3.39K +105 New
HFA
818
Hershey Financial Advisers
Pennsylvania
$3K +$3K +93 New
TLA
819
Tanglewood Legacy Advisors
Texas
$1.61K – – –
TFGT
820
TS Financial Group (TSFG)
Illinois
$1K – – –
NRG
821
Nemes Rush Group
Michigan
$742 +$742 +23 New
LNC
822
Lincoln National Corp
Pennsylvania
– -$49.9M -1,562,110 Closed
SWM
823
Soundmark Wealth Management
Washington
– -$25.3M -792,563 Closed
Jane Street
824
Jane Street
New York
– -$10.6M -331,019 Closed
NL
825
NWAM LLC
Washington
– -$8.91M -280,153 Closed
31 32
33
34 35