DFAC icon

Dimensional US Core Equity 2 ETF
DFAC

Overview Fund Activity

989 hedge funds and large institutions have $26.5B invested in Dimensional US Core Equity 2 ETF in 2024 Q4 according to their latest regulatory filings, with 172 funds opening new positions, 332 increasing their positions, 284 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
989
Holders Change
+137
Holders Change %
+16.08%
% of All Funds
13.17%
Holding in Top 10
261
Holding in Top 10 Change
+53
Holding in Top 10 Change %
+25.48%
% of All Funds
3.48%
New
172
Increased
332
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
$139M
2
FPAS
Focus Partners Advisor Solutions
Missouri
$557M
3
GM
GeoWealth Management
Illinois
$186M
4
AC
Apella Capital
Connecticut
$367M
5
SIM
Stratos Investment Management
Ohio
$167M

Top Sellers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
$1.61B
2
UBS Group
UBS Group
Switzerland
$54.9M
3
SFS
Sowell Financial Services
Arkansas
$5.53M
4
SC
Savant Capital
Illinois
$305M
5
HSG
Helen Stephens Group
Texas
$27M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCWM
801
Hidden Cove Wealth Management
Washington
$329K +$329K +9,525 New
WWP
802
WR Wealth Planners
Missouri
$329K -$45.5K -1,314 -12%
WAG
803
Wallace Advisory Group
California
$328K +$892 +26 +0.3%
BBA
804
BLB&B Advisors
Pennsylvania
$327K – – –
VBWMG
805
Von Berge Wealth Management Group
California
$326K +$1.8K +50 +0.6%
MA
806
McBroom & Associates
Nevada
$325K – – –
MC
807
Matisse Capital
Oregon
$324K +$934 +27 +0.3%
SFS
808
Summit Financial Strategies
Ohio
$323K – – –
EGA
809
E&G Advisors
Texas
$322K – – –
SWM
810
Spire Wealth Management
Virginia
$322K – – –
FCG
811
Fielder Capital Group
Tennessee
$322K – – –
HFS
812
Horizon Financial Services
North Carolina
$321K – – –
NAM
813
NorthCrest Asset Manangement
Minnesota
$321K – – –
RWP
814
Ridgeline Wealth Planning
Ohio
$319K +$319K +9,232 New
PVI
815
Pine Valley Investments
New Jersey
$317K +$317K +9,173 New
TCA
816
Transcend Capital Advisors
New Jersey
$314K +$314K +9,089 New
GD
817
Grandfield & Dodd
New York
$313K – – –
FFWA
818
FRG Family Wealth Advisors
Washington
$313K +$899 +26 +0.3%
GCA
819
Greenwood Capital Associates
South Carolina
$312K +$312K +9,032 New
WCM
820
Wealthcare Capital Management
Virginia
$309K -$44.3K -1,280 -13%
EA
821
Ellsworth Advisors
Ohio
$306K -$2.63K -76 -0.9%
HFP
822
Holistic Financial Partners
Indiana
$300K +$865 +25 +0.3%
FG
823
Foster Group
Iowa
$300K -$39.1K -1,129 -12%
TF
824
Tenon Financial
New Jersey
$299K – – –
PFA
825
Pillar Financial Advisors
Kentucky
$298K +$298K +8,628 New
31 32
33
34 35