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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 %
TRCT
826
Tower Research Capital (TRC)
New York
$298K +$298K +8,603 New
SWA
827
Strategies Wealth Advisors
Michigan
$297K -$16.7K -467 -5%
MAG
828
Mokosak Advisory Group
Iowa
$294K -$13K -375 -4%
First Trust Advisors
829
First Trust Advisors
Illinois
$294K +$294K +8,497 New
PMFA
830
Plante Moran Financial Advisors
Michigan
$293K – – –
ML
831
McAdam LLC
Pennsylvania
$292K – – –
LRIA
832
Leonard Rickey Investment Advisors
Washington
$291K +$21.7K +627 +8%
SQA
833
Simon Quick Advisors
New Jersey
$290K – – –
IA
834
Inspire Advisors
Idaho
$289K +$289K +8,361 New
CD
835
Chapin Davis
Maryland
$288K – – –
MPW
836
Magnolia Private Wealth
Pennsylvania
$287K +$287K +8,296 New
FNA
837
First National Advisers
Nebraska
$282K – – –
UWPG
838
Ullmann Wealth Partners Group
Florida
$281K +$796 +23 +0.3%
JHCP
839
Jackson Hole Capital Partners
Oklahoma
$279K +$796 +23 +0.3%
GAA
840
Guardian Asset Advisors
Pennsylvania
$277K +$277K +7,879 New
FSC
841
Full Sail Capital
Oklahoma
$277K -$49.4K -1,428 -15%
KFAA
842
Klaas Financial Asset Advisors
Illinois
$276K -$13.8K -400 -5%
VCP
843
Verus Capital Partners
Arizona
$275K +$12.2K +354 +5%
CA
844
Clearstead Advisors
Ohio
$272K – – –
EFS
845
Essex Financial Services
Connecticut
$271K +$21.7K +628 +9%
WA
846
Waddell & Associates
Tennessee
$271K – – –
WCP
847
Wealthcare Capital Partners
Pennsylvania
$271K +$271K +7,836 New
FMN
848
Financial Management Network
California
$269K – – –
CWA
849
Cascade Wealth Advisors
Washington
$269K – – –
LC
850
Lincoln Capital
Nebraska
$269K – – –
32 33
34
35 36