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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
TI
926
Truepoint Inc
Ohio
$203K – – –
AWM
927
Accurate Wealth Management
Florida
$202K +$106 +3 +0.1%
SWRP
928
Summit Wealth & Retirement Planning
California
$201K +$205K +5,822 New
PA
929
Pinnacle Associates
New York
$201K +$205K +5,814 New
MAMG
930
Milestone Asset Management Group
Connecticut
$201K +$205K +5,808 New
GLA
931
Good Life Advisors
Pennsylvania
$201K -$827K -23,478 -80%
CAS
932
Coppell Advisory Solutions
Texas
$195K -$5.28K -150 -3%
TIM
933
Thompson Investment Management
Wisconsin
$193K – – –
OA
934
Operose Advisors
Wisconsin
$192K – – –
SSB
935
Sandy Spring Bank
Maryland
$192K +$563 +16 +0.3%
TWC
936
TD Waterhouse Canada
Ontario, Canada
$182K +$185K +5,263 New
BlackRock
937
BlackRock
New York
$181K +$184K +5,220 New
RI
938
Ridgewood Investments
New Jersey
$180K – – –
NMG
939
New Millennium Group
Utah
$179K -$38.3K -1,087 -17%
DFA
940
DHJJ Financial Advisors
Illinois
$162K – – –
WMS
941
Wealth Management Strategies
Pennsylvania
$158K +$16.1M +458,049 New
TCA
942
Trifecta Capital Advisors
Illinois
$155K – – –
CA
943
Continuum Advisory
Idaho
$152K -$7.01K -199 -4%
GT
944
Glenmede Trust
Pennsylvania
$152K – – –
ME
945
McIlrath & Eck
Washington
$140K – – –
AWM
946
Avondale Wealth Management
Texas
$138K – – –
RP
947
Rowlandmiller & Partners
Georgia
$134K – – –
BF
948
BOK Financial
Oklahoma
$128K – – –
PB
949
Pinnacle Bancorp
Nebraska
$127K – – –
RFG
950
REAP Financial Group
Texas
$126K +$352 +10 +0.3%
36 37
38
39 40

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.