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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 %
LC
876
Lincoln Capital
Nebraska
$240K – – –
CFA
877
Camarda Financial Advisors
Florida
$240K – – –
HTC
878
Haverford Trust Company
Pennsylvania
$239K – – –
RW
879
Ridgeline Wealth
Arizona
$239K – – –
AWM
880
Accel Wealth Management
Iowa
$239K -$891 -27 -0.4%
AAG
881
Armstrong Advisory Group
Massachusetts
$238K – – –
CC
882
Chicago Capital
Illinois
$236K – – –
SAM
883
Strategy Asset Managers
California
$235K – – –
RCS
884
Retirement Capital Strategies
California
$235K – – –
WWA
885
Wingate Wealth Advisors
Massachusetts
$233K – – –
CPSAC
886
Chas P. Smith & Associates (CPS)
Florida
$230K – – –
HPM
887
Hoxton Planning & Management
West Virginia
$229K -$131K -3,958 -36%
MWC
888
MBM Wealth Consultants
Missouri
$229K – – –
FMN
889
Financial Management Network
California
$229K – – –
CA
890
Calton & Associates
Florida
$228K +$228K +6,905 New
SI
891
Stephens Inc
Arkansas
$227K – – –
SF
892
Synovus Financial
Georgia
$226K +$594 +18 +0.3%
LC
893
Lindbrook Capital
California
$226K – – –
EFG
894
Embree Financial Group
Illinois
$226K – – –
LEFP
895
Leading Edge Financial Planning
Tennessee
$225K – – –
P
896
&Partners
Tennessee
$225K +$164 +5 +0.1%
GLLW
897
Graves Light Lenhart Wealth
Virginia
$225K +$495 +15 +0.2%
HH
898
Hilltop Holdings
Texas
$222K -$296K -8,961 -57%
FFP
899
FourThought Financial Partners
Florida
$222K +$4.39K +133 +2%
LWM
900
Lodestone Wealth Management
Washington
$221K -$783K -23,732 -78%
34 35
36
37 38