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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 %
HNB
926
Huntington National Bank
Ohio
$165K – – –
TCA
927
Trifecta Capital Advisors
Illinois
$148K – – –
CA
928
Continuum Advisory
Idaho
$146K +$594 +18 +0.4%
GT
929
Glenmede Trust
Pennsylvania
$144K – – –
ME
930
McIlrath & Eck
Washington
$133K – – –
AWM
931
Avondale Wealth Management
Texas
$132K – – –
RP
932
Rowlandmiller & Partners
Georgia
$128K – – –
BF
933
BOK Financial
Oklahoma
$123K – – –
RFG
934
REAP Financial Group
Texas
$121K +$297 +9 +0.2%
FHA
935
First Horizon Advisors
Tennessee
$120K -$224K -6,795 -65%
PB
936
Pinnacle Bancorp
Nebraska
$119K -$2.14K -65 -2%
FFO
937
Fortitude Family Office
Arizona
$110K – – –
CI
938
CX Institutional
Indiana
$108K +$108K +3,272 New
NCM
939
Northwest Capital Management
Oregon
$107K +$3.63K +110 +4%
LA
940
Legacy Advisors
Pennsylvania
$106K – – –
IRC
941
Investors Research Corp
Georgia
$103K – – –
WPA
942
Wealth Preservation Advisors
Tennessee
$102K +$102K +3,087 New
BBHC
943
Brown Brothers Harriman & Co
New York
$99K +$99K +3,000 New
DFA
944
DHJJ Financial Advisors
Illinois
$94.2K -$60K -1,820 -39%
FMII
945
Farmers & Merchants Investments Inc
Nebraska
$87.6K – – –
HIA
946
Harbor Investment Advisory
Maryland
$87K – – –
CIBC Private Wealth Group
947
CIBC Private Wealth Group
Georgia
$74.1K – – –
MCA
948
Maryland Capital Advisors
Maryland
$72K -$1.25K -38 -2%
BL
949
BFSG LLC
California
$71.4K – – –
GWSA
950
Global Wealth Strategies & Associates
Colorado
$69.8K -$5.61K -170 -7%
36 37
38
39 40