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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 %
NGA
901
Naples Global Advisors
Florida
$220K – – –
BWA
902
BlueChip Wealth Advisors
Georgia
$216K -$27.4K -830 -11%
RWP
903
Ridgecrest Wealth Partners
California
$216K – – –
RBC
904
Roble Belko & Company
Pennsylvania
$214K – – –
IF
905
Ironwood Financial
Arizona
$214K – – –
IC
906
Innealta Capital
Texas
$213K – – –
OAS
907
Optivise Advisory Services
Tennessee
$213K – – –
FFA
908
First Foundation Advisors
California
$212K – – –
MAMG
909
Milestone Asset Management Group
Connecticut
$211K +$19.2K +583 +10%
RIL
910
Rothschild Investment LLC
Illinois
$210K – – –
KSWA
911
Kathleen S. Wright Associates
Pennsylvania
$209K – – –
JWBC
912
John W. Brooker & Co
California
$208K – – –
CGH
913
Crossmark Global Holdings
Texas
$207K +$207K +6,261 New
WFA
914
WMG Financial Advisors
Tennessee
$205K -$990 -30 -0.5%
BDF
915
Black Diamond Financial
Maryland
$204K – – –
AC
916
Annandale Capital
Texas
$202K – – –
CAS
917
Coppell Advisory Solutions
Texas
$202K +$19.8K +611 +11%
SWRP
918
Summit Wealth & Retirement Planning
California
$201K +$9.2K +279 +5%
SSB
919
Sandy Spring Bank
Maryland
$193K +$10.1K +305 +5%
TIM
920
Thompson Investment Management
Wisconsin
$184K – – –
OA
921
Operose Advisors
Wisconsin
$183K – – –
CA
922
Clearstead Advisors
Ohio
$173K -$86.4K -2,619 -33%
RI
923
Ridgewood Investments
New Jersey
$172K – – –
NMG
924
New Millennium Group
Utah
$171K +$429 +13 +0.3%
RF
925
Rossby Financial
Florida
$168K +$168K +5,224 New
35 36
37
38 39