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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 %
CRC
876
Curi RMB Capital
Illinois
$238K +$692 +20 +0.3%
AAG
877
Armstrong Advisory Group
Massachusetts
$238K – – –
SI
878
Stephens Inc
Arkansas
$238K – – –
LC
879
Lindbrook Capital
California
$237K – – –
SF
880
Synovus Financial
Georgia
$237K +$623 +18 +0.3%
PF
881
Prosperitas Financial
California
$237K -$15.6K -450 -6%
EFG
882
Embree Financial Group
Illinois
$236K – – –
LEFP
883
Leading Edge Financial Planning
Tennessee
$236K – – –
GLLW
884
Graves Light Lenhart Wealth
Virginia
$235K +$553 +16 +0.2%
WN
885
Williams & Novak
California
$234K -$63.9K -1,847 -21%
M
886
MATAURO
New York
$233K +$233K +6,741 New
JC
887
Jentner Corp
Ohio
$233K +$3.36K +97 +1%
FTWA
888
Fifth Third Wealth Advisors
Ohio
$232K – – –
NGA
889
Naples Global Advisors
Florida
$231K – – –
BIM
890
Bridges Investment Management
Nebraska
$230K – – –
FFP
891
FourThought Financial Partners
Florida
$228K +$228K +6,592 New
RWP
892
Ridgecrest Wealth Partners
California
$226K – – –
WDL
893
Well Done LLC
Michigan
$225K – – –
RBC
894
Roble Belko & Company
Pennsylvania
$224K – – –
IF
895
Ironwood Financial
Arizona
$224K -$129K -3,728 -37%
IC
896
Innealta Capital
Texas
$223K – – –
OAS
897
Optivise Advisory Services
Tennessee
$223K -$4.77K -138 -2%
FFA
898
First Foundation Advisors
California
$222K – – –
RIL
899
Rothschild Investment LLC
Illinois
$220K – – –
Luther King Capital Management (LKCM)
900
Luther King Capital Management (LKCM)
Texas
$220K -$218K – –
34 35
36
37 38