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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 %
AIM
851
Advyzon Investment Management
Illinois
$316K +$316K +8,822 New
DFS
852
Dixon Fnancial Services
California
$313K +$313K +8,726 New
HFP
853
Holistic Financial Partners
Indiana
$311K +$896 +25 +0.3%
TF
854
Tenon Financial
New Jersey
$311K – – –
MA
855
McBroom & Associates
Nevada
$310K – – –
PCH
856
PGIM Custom Harvest
New Jersey
$310K – – –
NI
857
Natural Investments
California
$307K -$122K -3,400 -28%
MAG
858
Mokosak Advisory Group
Iowa
$307K +$932 +26 +0.3%
SI
859
SimpliFi Inc
California
$305K +$305K +8,516 New
PMFA
860
Plante Moran Financial Advisors
Michigan
$304K – – –
EFS
861
Essex Financial Services
Connecticut
$304K +$22.8K +635 +8%
ML
862
McAdam LLC
Pennsylvania
$302K – – –
IA
863
Inspire Advisors
Idaho
$301K +$860 +24 +0.3%
SQA
864
Simon Quick Advisors
New Jersey
$301K – – –
FCG
865
Fielder Capital Group
Tennessee
$298K -$35.5K -991 -11%
RH
866
RFG Holdings
Texas
$298K +$298K +8,302 New
MPW
867
Magnolia Private Wealth
Pennsylvania
$297K – – –
AFG
868
Albion Financial Group
Utah
$297K – – –
SAM
869
Synergy Asset Management
Washington
$294K – – –
UWPG
870
Ullmann Wealth Partners Group
Florida
$293K +$860 +24 +0.3%
FNA
871
First National Advisers
Nebraska
$292K – – –
WCP
872
Wealthcare Capital Partners
Pennsylvania
$291K +$10.6K +295 +4%
JHCP
873
Jackson Hole Capital Partners
Oklahoma
$290K +$860 +24 +0.3%
BPWM
874
Black Point Wealth Management
Florida
$288K -$828K -23,117 -74%
GD
875
Grandfield & Dodd
New York
$288K -$35.8K -1,000 -11%
33 34
35
36 37