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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 %
HIA
951
Harbor Investment Advisory
Maryland
$91.2K – – –
CIBC Private Wealth Group
952
CIBC Private Wealth Group
Georgia
$88.6K -$82.4K -2,365 -48%
GWSA
953
Global Wealth Strategies & Associates
Colorado
$79K -$17.3K -499 -18%
MCA
954
Maryland Capital Advisors
Maryland
$76.8K – – –
BL
955
BFSG LLC
California
$74.9K – – –
HR
956
Howe & Rusling
New York
$73.1K – – –
TC
957
Truvestments Capital
Florida
$71.3K +$208 +6 +0.3%
TAM
958
Tucker Asset Management
Colorado
$68.4K +$208 +6 +0.3%
AIA
959
Arcadia Investment Advisors
Idaho
$60.1K – – –
MA
960
Modus Advisors
Minnesota
$57.9K +$57.9K +1,673 New
CIAS
961
Capital Investment Advisory Services
North Carolina
$57.3K -$10.3K -299 -15%
AWM
962
Avior Wealth Management
Nebraska
$45.7K +$3.01K +87 +7%
AWM
963
Abound Wealth Management
Tennessee
$45.3K +$39.3K +1,135 +645%
EK
964
Evensky & Katz
Florida
$43K -$234K -6,693 -84%
CFS
965
CGC Financial Services
Oregon
$37K – – –
BFS
966
Bare Financial Services
Pennsylvania
$34.8K – – –
SIM
967
Studio Investment Management
Illinois
$29.3K – – –
SAM
968
S.A. Mason
Michigan
$28.7K – – –
GJIA
969
Glass Jacobson Investment Advisors
Maryland
$28.4K – – –
JFA
970
JNBA Financial Advisors
Minnesota
$25.1K – – –
OP
971
ORG Partners
Indiana
$25.1K – – –
PSFG
972
Park Square Financial Group
Georgia
$23.8K +$23.8K +687 New
BFO
973
Biltmore Family Office
North Carolina
$21.8K – – –
WTFG
974
Wood Tarver Financial Group
Idaho
$19K +$19K +551 New
PAM
975
Parvin Asset Management
South Dakota
$17.3K +$17.3K +500 New
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39
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