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Dimensional US Core Equity 2 ETF
DFAC

Overview Fund Activity

987 hedge funds and large institutions have $25.6B invested in Dimensional US Core Equity 2 ETF in 2025 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 405 increasing their positions, 316 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
987
Holders Change
-4
Holders Change %
-0.4%
% of All Funds
13.41%
Holding in Top 10
259
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-1.15%
% of All Funds
3.52%
New
61
Increased
405
Reduced
316
Closed
41
Calls
$1.54M
Puts
$20K
Net Calls
+$1.52M
Net Calls Change
+$133K

Top Buyers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$240M
2
IA
Integrity Alliance
Iowa
+$71.7M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$49M
4
Osaic Holdings
Osaic Holdings
Arizona
+$43.4M
5
AC
Apella Capital
Connecticut
+$38.7M

Top Sellers

1
CW
Curio Wealth
Maryland
-$9.11B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$167M
3
HIGP
Hill Investment Group Partners
Missouri
-$130M
4
EP
Essential Planning
New Hampshire
-$127M
5
SIM
Stratos Investment Management
Ohio
-$49.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
WTC
801
WhitTier Trust Company
Nevada
$340K – – –
PSP
802
Principal Street Partners
Tennessee
$338K – – –
BCWM
803
Bartlett & Co Wealth Management
Ohio
$338K – – –
VC
804
Vestor Capital
Illinois
$338K – – –
VA
805
Vident Advisory
Georgia
$336K +$336K +10,189 New
EWM
806
Evercore Wealth Management
New York
$336K – – –
AAS
807
Ameritas Advisory Services
Nebraska
$335K -$2.54K -74 -0.8%
M
808
MATAURO
New York
$334K +$112K +3,389 +50%
WAG
809
Wallace Advisory Group
California
$331K +$969 +28 +0.3%
SWP
810
Significant Wealth Partners
Illinois
$322K – – –
WN
811
Williams & Novak
California
$322K +$97.9K +2,958 +44%
WDL
812
Well Done LLC
Michigan
$320K +$92.4K +2,672 +41%
FAT
813
First American Trust
California
$318K -$48.8K -1,479 -13%
IWM
814
Iams Wealth Management
Nebraska
$318K – – –
Kayne Anderson Rudnick Investment Management
815
Kayne Anderson Rudnick Investment Management
California
$318K – – –
KWA
816
Kingswood Wealth Advisors
California
$315K -$8.97K -272 -3%
CIA
817
Concurrent Investment Advisors
Florida
$315K +$315K +9,540 New
HCWM
818
Hidden Cove Wealth Management
Washington
$314K – – –
GTAM
819
Global Trust Asset Management
Florida
$313K -$1.05M -31,895 -77%
BBA
820
BLB&B Advisors
Pennsylvania
$312K – – –
GB
821
Goepper Burkhardt
South Carolina
$311K +$311K +9,424 New
MC
822
Matisse Capital
Oregon
$310K +$759 +23 +0.2%
MA
823
McBroom & Associates
Nevada
$310K – – –
EGA
824
E&G Advisors
Texas
$307K – – –
FCG
825
Fielder Capital Group
Tennessee
$307K – – –
31 32
33
34 35