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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 %
CBT
851
CoreFirst Bank & Trust
Kansas
$268K – – –
SAM
852
Stansberry Asset Management
Texas
$261K – – –
GHA
853
GW Henssler & Associates
Georgia
$259K – – –
BF
854
Brooklyn FI
New York
$258K +$258K +7,449 New
AFG
855
Atomi Financial Group
New York
$257K +$257K +7,436 New
RWA
856
River Wealth Advisors
Pennsylvania
$256K +$256K +7,403 New
BWA
857
BlueChip Wealth Advisors
Georgia
$256K – – –
MJRIC
858
Mogy Joel R Investment Counsel
California
$255K – – –
SLA
859
Silver Lake Advisory
Utah
$254K +$726 +21 +0.3%
HBT
860
Hills Bank & Trust
Iowa
$253K -$18.2K -525 -7%
HGWM
861
Horst & Graben Wealth Management
Oregon
$253K +$415 +12 +0.2%
CFA
862
Camarda Financial Advisors
Florida
$251K – – –
AWM
863
Accel Wealth Management
Iowa
$251K +$69 +2 +0%
RWM
864
Revisor Wealth Management
Ohio
$250K -$501K -14,481 -67%
HTC
865
Haverford Trust Company
Pennsylvania
$250K – – –
RW
866
Ridgeline Wealth
Arizona
$250K +$250K +7,237 New
CC
867
Chicago Capital
Illinois
$248K – – –
SAM
868
Strategy Asset Managers
California
$246K -$102K -2,954 -29%
RCS
869
Retirement Capital Strategies
California
$246K – – –
MSAM
870
Moloney Securities Asset Management
Missouri
$246K +$246K +7,112 New
WWA
871
Wingate Wealth Advisors
Massachusetts
$245K +$245K +7,071 New
Bank of Montreal
872
Bank of Montreal
Ontario, Canada
$242K +$218K +6,304 +906%
CPSAC
873
Chas P. Smith & Associates (CPS)
Florida
$241K – – –
MWC
874
MBM Wealth Consultants
Missouri
$240K – – –
P
875
&Partners
Tennessee
$239K +$140 +4 +0.1%
33 34
35
36 37