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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
1
Essential Planning
New Hampshire
$139M
2
FPAS
2
Focus Partners Advisor Solutions
Missouri
$557M
3
GM
3
GeoWealth Management
Illinois
$186M
4
AC
4
Apella Capital
Connecticut
$367M
5
SIM
5
Stratos Investment Management
Ohio
$167M

Top Sellers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$1.61B
2
UBS Group
2
UBS Group
Switzerland
$54.9M
3
SFS
3
Sowell Financial Services
Arkansas
$5.53M
4
SC
4
Savant Capital
Illinois
$305M
5
HSG
5
Helen Stephens Group
Texas
$27M
Name Holding Trade Value Shares
Change 		Shares
Change %
National Bank of Canada
901
National Bank of Canada
Quebec, Canada
$219K +$219K +6,338 New
KSWA
902
Kathleen S. Wright Associates
Pennsylvania
$219K +$99.7K +2,883 +84%
FWM
903
Fairhaven Wealth Management
Illinois
$219K +$219K +6,325 New
JWBC
904
John W. Brooker & Co
California
$218K – – –
GC
905
Gilbert & Cook
Iowa
$218K +$218K +6,289 New
SFC
906
Sprinkle Financial Consultants
Colorado
$216K +$623 +18 +0.3%
WFA
907
WMG Financial Advisors
Tennessee
$215K – – –
RWM
908
Ritholtz Wealth Management
New York
$215K +$215K +6,228 New
LIM
909
Lathrop Investment Management
Arkansas
$215K – – –
BDF
910
Black Diamond Financial
Maryland
$214K – – –
ERWM
911
Elk River Wealth Management
Colorado
$213K – – –
AC
912
Annandale Capital
Texas
$211K +$6.56K +190 +3%
SWM
913
SpringVest Wealth Management
Texas
$209K +$209K +6,028 New
SWP
914
Sagespring Wealth Partners
Tennessee
$207K +$207K +5,994 New
TC
915
TAP Consulting
Missouri
$207K – – –
RW
916
RVW Wealth
California
$206K – – –
LWMT
917
Legacy Wealth Management (Tennessee)
Tennessee
$206K – – –
TI
918
Truepoint Inc
Ohio
$203K – – –
AWM
919
Accurate Wealth Management
Florida
$202K +$103 +3 +0.1%
SWRP
920
Summit Wealth & Retirement Planning
California
$201K +$201K +5,822 New
PA
921
Pinnacle Associates
New York
$201K +$201K +5,814 New
MAMG
922
Milestone Asset Management Group
Connecticut
$201K +$201K +5,808 New
GLA
923
Good Life Advisors
Pennsylvania
$201K -$812K -23,478 -80%
CAS
924
Coppell Advisory Solutions
Texas
$195K -$5.2K -150 -3%
TIM
925
Thompson Investment Management
Wisconsin
$193K – – –
35 36
37
38 39