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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 %
HWM
826
Horizon Wealth Management
Illinois
$353K -$25.3K -705 -7%
HA
827
Hanover Advisors
South Carolina
$352K -$30.5K -850 -8%
FA
828
FSA Advisors
Michigan
$351K -$303K -8,442 -46%
SWP
829
Significant Wealth Partners
Illinois
$350K – – –
BP
830
BBR Partners
New York
$346K -$297K -8,282 -46%
IWM
831
Iams Wealth Management
Nebraska
$346K – – –
Kayne Anderson Rudnick Investment Management
832
Kayne Anderson Rudnick Investment Management
California
$346K – – –
KWA
833
Kingswood Wealth Advisors
California
$342K +$251 +7 +0.1%
FAT
834
First American Trust
California
$340K -$5.77K -161 -2%
BBA
835
BLB&B Advisors
Pennsylvania
$339K – – –
MC
836
Matisse Capital
Oregon
$338K +$1K +28 +0.3%
RIS
837
Retirement Income Solutions
Michigan
$337K -$105K -2,937 -24%
WCM
838
Wealthcare Capital Management
Virginia
$337K +$14.6K +406 +5%
AWM
839
Angeles Wealth Management
California
$333K – – –
GTAM
840
Global Trust Asset Management
Florida
$333K -$7.17K -200 -2%
JWM
841
Jessup Wealth Management
Ohio
$331K – – –
SFS
842
Summit Financial Strategies
Ohio
$331K – – –
RWP
843
Ridgeline Wealth Planning
Ohio
$331K – – –
WTB
844
Washington Trust Bank
Washington
$326K -$932 -26 -0.3%
FFWA
845
FRG Family Wealth Advisors
Washington
$326K +$968 +27 +0.3%
EGA
846
E&G Advisors
Texas
$326K -$8.24K -230 -2%
NAM
847
NorthCrest Asset Manangement
Minnesota
$317K +$146 +4 +0%
WAG
848
Wallace Advisory Group
California
$317K +$792 +24 +0.3%
RBC
849
Romano Brothers & Co
Illinois
$317K – – –
MSWMA
850
Market Street Wealth Management Advisors
Indiana
$316K +$316K +8,826 New
32 33
34
35 36