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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.

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 %
OA
926
Operose Advisors
Wisconsin
$192K – – –
SSB
927
Sandy Spring Bank
Maryland
$192K +$553 +16 +0.3%
TWC
928
TD Waterhouse Canada
Ontario, Canada
$182K +$182K +5,263 New
BlackRock
929
BlackRock
New York
$181K +$181K +5,220 New
RI
930
Ridgewood Investments
New Jersey
$180K – – –
NMG
931
New Millennium Group
Utah
$179K -$37.6K -1,087 -17%
DFA
932
DHJJ Financial Advisors
Illinois
$162K – – –
WMS
933
Wealth Management Strategies
Pennsylvania
$158K +$158K +458,049 New
TCA
934
Trifecta Capital Advisors
Illinois
$155K – – –
CA
935
Continuum Advisory
Idaho
$152K -$6.88K -199 -4%
GT
936
Glenmede Trust
Pennsylvania
$152K – – –
ME
937
McIlrath & Eck
Washington
$140K – – –
AWM
938
Avondale Wealth Management
Texas
$138K – – –
RP
939
Rowlandmiller & Partners
Georgia
$134K – – –
BF
940
BOK Financial
Oklahoma
$128K – – –
PB
941
Pinnacle Bancorp
Nebraska
$127K – – –
RFG
942
REAP Financial Group
Texas
$126K +$346 +10 +0.3%
VWWMG
943
Vermillion & White Wealth Management Group
Pennsylvania
$126K +$69 +2 +0.1%
HFS
944
Hantz Financial Services
Michigan
$124K +$124K +3,598 New
KBFS
945
Kohmann Bosshard Financial Services
Ohio
$116K +$116K +3,363 New
FFO
946
Fortitude Family Office
Arizona
$115K +$80.7K +2,332 +233%
NCM
947
Northwest Capital Management
Oregon
$109K +$2.11K +61 +2%
IRC
948
Investors Research Corp
Georgia
$108K – – –
TLCM
949
Twin Lakes Capital Management
California
$106K +$106K +3,055 New
FMII
950
Farmers & Merchants Investments Inc
Nebraska
$91.8K – – –
36 37
38
39 40