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Dimensional US Core Equity 2 ETF
DFAC

998 hedge funds and large institutions have $26.7B invested in Dimensional US Core Equity 2 ETF in 2024 Q4 according to their latest regulatory filings, with 174 funds opening new positions, 336 increasing their positions, 285 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

867% more first-time investments, than exits

New positions opened: 174 | Existing positions closed: 18

25% more funds holding in top 10

Funds holding in top 10: 211 → 264 (+53)

18% more repeat investments, than reductions

Existing positions increased: 336 | Existing positions reduced: 285

16% more funds holding

Funds holding: 858 → 998 (+140)

9% more capital invested

Capital invested by funds: $24.5B → $26.7B (+$2.23B)

4.04% more ownership

Funds ownership: 78.57% → 82.6% (+4%)

Holders
998
Holders Change
+140
Holders Change %
+16.32%
% of All Funds
13.15%
Holding in Top 10
264
Holding in Top 10 Change
+53
Holding in Top 10 Change %
+25.12%
% of All Funds
3.48%
New
174
Increased
336
Reduced
285
Closed
18
Calls
$1.38M
Puts
–
Net Calls
+$1.38M
Net Calls Change
-$1.22M

Top Buyers

Rank Fund Capital Flow
1
EP
Essential Planning
New Hampshire
+$137M
2
FPAS
Focus Partners Advisor Solutions
Missouri
+$105M
3
GM
GeoWealth Management
Illinois
+$103M
4
AC
Apella Capital
Connecticut
+$63M
5
SIM
Stratos Investment Management
Ohio
+$59.5M

Top Sellers

Rank Fund Capital Flow
1
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$127M
2
UBS Group
UBS Group
Switzerland
-$58.6M
3
SFS
Sowell Financial Services
Arkansas
-$34.7M
4
SC
Savant Capital
Illinois
-$29.3M
5
HSG
Helen Stephens Group
Texas
-$26.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
WDL
901
Well Done LLC
Michigan
$225K – – –
RBC
902
Roble Belko & Company
Pennsylvania
$224K – – –
IF
903
Ironwood Financial
Arizona
$224K -$131K -3,728 -37%
IC
904
Innealta Capital
Texas
$223K – – –
OAS
905
Optivise Advisory Services
Tennessee
$223K -$4.86K -138 -2%
FFA
906
First Foundation Advisors
California
$222K – – –
RIL
907
Rothschild Investment LLC
Illinois
$220K – – –
Luther King Capital Management (LKCM)
908
Luther King Capital Management (LKCM)
Texas
$220K – – –
National Bank of Canada
909
National Bank of Canada
Quebec, Canada
$219K +$223K +6,338 New
KSWA
910
Kathleen S. Wright Associates
Pennsylvania
$219K +$102K +2,883 +84%
FWM
911
Fairhaven Wealth Management
Illinois
$219K +$223K +6,325 New
JWBC
912
John W. Brooker & Co
California
$218K – – –
GC
913
Gilbert & Cook
Iowa
$218K +$221K +6,289 New
SFC
914
Sprinkle Financial Consultants
Colorado
$216K +$634 +18 +0.3%
WFA
915
WMG Financial Advisors
Tennessee
$215K – – –
RWM
916
Ritholtz Wealth Management
New York
$215K +$219K +6,228 New
LIM
917
Lathrop Investment Management
Arkansas
$215K – – –
BDF
918
Black Diamond Financial
Maryland
$214K – – –
ERWM
919
Elk River Wealth Management
Colorado
$213K – – –
AC
920
Annandale Capital
Texas
$211K +$6.69K +190 +3%
SWM
921
SpringVest Wealth Management
Texas
$209K +$212K +6,028 New
SWP
922
Sagespring Wealth Partners
Tennessee
$207K +$211K +5,994 New
TC
923
TAP Consulting
Missouri
$207K – – –
RW
924
RVW Wealth
California
$206K – – –
LWMT
925
Legacy Wealth Management (Tennessee)
Tennessee
$206K – – –
35 36
37
38 39

DFAC Hedge Fund Activity: Q4 2024 in Review

998 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Core Equity 2 ETF (DFAC) for Q4 2024, worth a combined $26.7B — up 9.1% from $24.5B a quarter earlier.

Buyers outnumbered sellers: 174 funds opened new DFAC positions and 18 closed out — a net gain of 156 holders — while 336 added to existing stakes and 285 trimmed.

The largest buyer was Essential Planning, adding an estimated $137M. The largest seller was Mercer Global Advisors, cutting an estimated $127M.

  • 998 institutional investors held Dimensional US Core Equity 2 ETF (DFAC) as of Q4 2024, up from 858 in Q3 2024.
  • Funds reported $26.7B of Dimensional US Core Equity 2 ETF stock for Q4 2024, up 9.1% quarter-over-quarter.
  • 174 funds opened new Dimensional US Core Equity 2 ETF positions in Q4 2024 and 18 closed out, a net change of +156 holders.
  • The largest Dimensional US Core Equity 2 ETF buyer in Q4 2024 was Essential Planning, an estimated $137M added.
  • The largest Dimensional US Core Equity 2 ETF seller in Q4 2024 was Mercer Global Advisors, an estimated $127M sold.

Based on aggregated 13F filings for Q4 2024.