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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 %
WWA
901
Wingate Wealth Advisors
Massachusetts
$253K – – –
CPSAC
902
Chas P. Smith & Associates (CPS)
Florida
$249K – – –
MWC
903
MBM Wealth Consultants
Missouri
$249K – – –
FWA
904
FSC Wealth Advisors
New York
$248K +$248K +6,907 New
SF
905
Synovus Financial
Georgia
$247K +$717 +20 +0.3%
SWRP
906
Summit Wealth & Retirement Planning
California
$247K +$28.1K +784 +13%
SI
907
Stephens Inc
Arkansas
$246K – – –
P
908
&Partners
Tennessee
$246K +$179 +5 +0.1%
EFG
909
Embree Financial Group
Illinois
$245K – – –
GLLW
910
Graves Light Lenhart Wealth
Virginia
$245K +$609 +17 +0.2%
LEFP
911
Leading Edge Financial Planning
Tennessee
$245K – – –
1WA
912
180 Wealth Advisors
Washington
$244K +$244K +6,806 New
AC
913
Annandale Capital
Texas
$242K +$23.3K +650 +11%
LWM
914
Lodestone Wealth Management
Washington
$240K – – –
NGA
915
Naples Global Advisors
Florida
$239K – – –
BOSSRA
916
B.O.S.S. Retirement Advisors
Utah
$239K +$239K +6,658 New
LA
917
Legacy Advisors
Pennsylvania
$238K -$6.41M -229,820 -96%
RWP
918
Ridgecrest Wealth Partners
California
$235K – – –
RBC
919
Roble Belko & Company
Pennsylvania
$232K – – –
IC
920
Innealta Capital
Texas
$231K – – –
OAS
921
Optivise Advisory Services
Tennessee
$231K – – –
FFA
922
First Foundation Advisors
California
$230K – – –
GIA
923
Gladstone Institutional Advisory
Florida
$230K +$230K +6,422 New
MAMG
924
Milestone Asset Management Group
Connecticut
$230K +$824 +23 +0.4%
RIL
925
Rothschild Investment LLC
Illinois
$228K – – –
35 36
37
38 39