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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 %
EF
826
Empowered Funds
Pennsylvania
– -$2.75M -86,134 Closed
SAM
827
Silvercrest Asset Management
New York
– -$1.33M -41,632 Closed
EW
828
Evoke Wealth
California
– -$868K -27,176 Closed
CBFP
829
Cedar Brook Financial Partners
Ohio
– -$689K -21,560 Closed
JCM
830
Jacobi Capital Management
Pennsylvania
– -$647K -20,260 Closed
TA
831
Tectonic Advisors
Texas
– -$426K -13,331 Closed
CTA
832
Camelot Technology Advisors
California
– -$366K -11,471 Closed
AIA
833
Arbor Investment Advisors
North Carolina
– -$314K -9,832 Closed
WWM
834
Waterway Wealth Management
Texas
– -$306K -9,579 Closed
NC
835
NBW Capital
Massachusetts
– -$306K -9,568 Closed
Fisher Asset Management
836
Fisher Asset Management
Washington
– -$267K -8,356 Closed
RVPG
837
Relative Value Partners Group
– -$222K -7,602 Closed
SC
838
Scotia Capital
Ontario, Canada
– -$235K -7,350 Closed
HWP
839
Hibernia Wealth Partners
Louisiana
– -$228K -7,147 Closed
SAM
840
Strategy Asset Managers
California
– -$226K -7,077 Closed
I
841
INVST
Indiana
– -$224K -7,028 Closed
AWM
842
Axxcess Wealth Management
California
– -$220K -6,896 Closed
TFG
843
Tilson Financial Group
New Jersey
– -$218K -6,815 Closed
SW
844
SlateStone Wealth
Florida
– -$210K -6,561 Closed
LIM
845
Lathrop Investment Management
Arkansas
– -$209K -6,552 Closed
IGWM
846
ICA Group Wealth Management
Colorado
– -$201K -6,302 Closed
MAWCM
847
Mine & Arao Wealth Creation & Management
California
– -$123K -3,854 Closed
TC
848
Truvestments Capital
Florida
– -$65.3K -2,044 Closed
SIS
849
Sound Income Strategies
Florida
– -$35.8K -1,120 Closed
MAM
850
MMA Asset Management
Pennsylvania
– -$15.2K -474 Closed
31 32 33
34
35