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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.

New
Increased
Maintained
Reduced
Closed
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 %
CIBC Private Wealth Group
801
CIBC Private Wealth Group
Georgia
$168K – – –
CA
802
Continuum Advisory
Idaho
$164K +$10.8K +304 +7%
DFA
803
DHJJ Financial Advisors
Illinois
$160K -$10.5K -305 -6%
TCA
804
Trifecta Capital Advisors
Illinois
$154K – – –
GT
805
Glenmede Trust
Pennsylvania
$150K – – –
ME
806
McIlrath & Eck
Washington
$138K – – –
AWM
807
Avondale Wealth Management
Texas
$137K – – –
RP
808
Rowlandmiller & Partners
Georgia
$133K – – –
BF
809
BOK Financial
Oklahoma
$126K – – –
PB
810
Pinnacle Bancorp
Nebraska
$126K – – –
RFG
811
REAP Financial Group
Texas
$125K +$343 +10 +0.3%
VWWMG
812
Vermillion & White Wealth Management Group
Pennsylvania
$125K +$5.11K +149 +4%
KSWA
813
Kathleen S. Wright Associates
Pennsylvania
$118K – – –
IRC
814
Investors Research Corp
Georgia
$107K – – –
NCM
815
Northwest Capital Management
Oregon
$106K +$106K +3,078 New
GWSA
816
Global Wealth Strategies & Associates
Colorado
$95.5K +$13.9K +406 +17%
FMII
817
Farmers & Merchants Investments Inc
Nebraska
$91K – – –
HIA
818
Harbor Investment Advisory
Maryland
$90.4K – – –
Qube Research & Technologies (QRT)
819
Qube Research & Technologies (QRT)
United Kingdom
$79.4K -$452K -13,177 -85%
MCA
820
Maryland Capital Advisors
Maryland
$76.1K -$11K -321 -13%
BL
821
BFSG LLC
California
$74.2K +$74.2K +2,164 New
HR
822
Howe & Rusling
New York
$72.5K – – –
TC
823
Truvestments Capital
Florida
$70.5K +$70.5K +2,055 New
TAM
824
Tucker Asset Management
Colorado
$67.6K +$171 +5 +0.3%
CIAS
825
Capital Investment Advisory Services
North Carolina
$67.1K +$2.74K +80 +4%
31 32
33
34 35