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Dimensional US Core Equity 2 ETF
DFAC

Overview Fund Activity

987 hedge funds and large institutions have $25.6B invested in Dimensional US Core Equity 2 ETF in 2025 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 405 increasing their positions, 316 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
987
Holders Change
-4
Holders Change %
-0.4%
% of All Funds
13.41%
Holding in Top 10
259
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-1.15%
% of All Funds
3.52%
New
61
Increased
405
Reduced
316
Closed
41
Calls
$1.54M
Puts
$20K
Net Calls
+$1.52M
Net Calls Change
+$133K

Top Buyers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$240M
2
IA
Integrity Alliance
Iowa
+$71.7M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$49M
4
Osaic Holdings
Osaic Holdings
Arizona
+$43.4M
5
AC
Apella Capital
Connecticut
+$38.7M

Top Sellers

1
CW
Curio Wealth
Maryland
-$9.11B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$167M
3
HIGP
Hill Investment Group Partners
Missouri
-$130M
4
EP
Essential Planning
New Hampshire
-$127M
5
SIM
Stratos Investment Management
Ohio
-$49.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
SQA
851
Simon Quick Advisors
New Jersey
$277K – – –
IA
852
Inspire Advisors
Idaho
$276K +$660 +20 +0.2%
MPW
853
Magnolia Private Wealth
Pennsylvania
$274K – – –
AFG
854
Albion Financial Group
Utah
$273K +$273K +8,288 New
SC
855
Sapient Capital
Indiana
$272K +$272K +8,247 New
SAM
856
Synergy Asset Management
Washington
$271K -$271K -8,210 -50%
FNA
857
First National Advisers
Nebraska
$269K – – –
UWPG
858
Ullmann Wealth Partners Group
Florida
$269K +$660 +20 +0.2%
SWA
859
Strategies Wealth Advisors
Michigan
$267K -$7.09K -215 -3%
JHCP
860
Jackson Hole Capital Partners
Oklahoma
$266K +$660 +20 +0.2%
KFAA
861
Klaas Financial Asset Advisors
Illinois
$263K – – –
FSC
862
Full Sail Capital
Oklahoma
$262K -$1.62K -49 -0.6%
EFS
863
Essex Financial Services
Connecticut
$259K – – –
WA
864
Waddell & Associates
Tennessee
$259K – – –
WCP
865
Wealthcare Capital Partners
Pennsylvania
$259K – – –
PFA
866
Pillar Financial Advisors
Kentucky
$256K -$28.4K -860 -10%
CD
867
Chapin Davis
Maryland
$253K -$24.2K -733 -9%
GAA
868
Guardian Asset Advisors
Pennsylvania
$251K -$8.28K -252 -3%
SAM
869
Stansberry Asset Management
Texas
$249K – – –
RWA
870
River Wealth Advisors
Pennsylvania
$244K – – –
MJRIC
871
Mogy Joel R Investment Counsel
California
$243K – – –
SLA
872
Silver Lake Advisory
Utah
$243K +$594 +18 +0.2%
BAM
873
Belpointe Asset Management
Nevada
$242K +$242K +7,327 New
HGWM
874
Horst & Graben Wealth Management
Oregon
$241K +$330 +10 +0.1%
HBT
875
Hills Bank & Trust
Iowa
$241K – – –
33 34
35
36 37