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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 %
AIA
826
Arcadia Investment Advisors
Idaho
$59.6K – – –
AWM
827
Avior Wealth Management
Nebraska
$42.3K -$961 -28 -2%
EWP
828
Elevation Wealth Partners
California
$38.6K +$69 +2 +0.2%
CFS
829
CGC Financial Services
Oregon
$36.7K – – –
BFS
830
Bare Financial Services
Pennsylvania
$34.5K – – –
FFO
831
Fortitude Family Office
Arizona
$34.3K +$34.3K +1,001 New
SIM
832
Studio Investment Management
Illinois
$29K – – –
SAM
833
S.A. Mason
Michigan
$28.5K – – –
GJIA
834
Glass Jacobson Investment Advisors
Maryland
$28.1K – – –
JFA
835
JNBA Financial Advisors
Minnesota
$24.9K – – –
OP
836
ORG Partners
Indiana
$24.8K +$24.8K +724 New
Bank of Montreal
837
Bank of Montreal
Ontario, Canada
$23.8K +$23.8K +696 New
VAMG
838
Voisard Asset Management Group
Michigan
$23.4K – – –
BFO
839
Biltmore Family Office
North Carolina
$21.6K – – –
BAM
840
Belpointe Asset Management
Nevada
$13.7K +$34 +1 +0.3%
QC
841
Quent Capital
New York
$11K +$1.34K +39 +14%
AIC
842
Archer Investment Corporation
Indiana
$10.6K – – –
JFGIW
843
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$7.24K +$7.24K +211 New
CWM
844
Cranbrook Wealth Management
Michigan
$7.1K – – –
AWM
845
Abound Wealth Management
Tennessee
$6.04K – – –
RWA
846
Redmont Wealth Advisors
Illinois
$5.8K +$5.8K +169 New
SL
847
Salomon & Ludwin
Virginia
$5.52K -$2.95K -86 -35%
GFPC
848
Global Financial Private Client
Florida
$4.46K +$858 +25 +24%
LIS
849
Legacy Investment Solutions
Idaho
$4.31K +$4.31K +120 New
LWMI
850
Legacy Wealth Management (Idaho)
Idaho
$4.31K +$4.31K +120 New
32 33
34
35 36