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Dimensional US Core Equity 2 ETF
DFAC

Overview Fund Activity

1,007 hedge funds and large institutions have $28B invested in Dimensional US Core Equity 2 ETF in 2025 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 417 increasing their positions, 305 reducing their positions, and 35 closing their positions.

Holders
1,007
Holders Change
+21
Holders Change %
+2.13%
% of All Funds
13.52%
Holding in Top 10
254
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-1.55%
% of All Funds
3.41%
New
82
Increased
417
Reduced
305
Closed
35
Calls
$1.31M
Puts
$254K
Net Calls
+$1.06M
Net Calls Change
-$459K

Top Buyers

1
VAS
1
Vestmark Advisory Solutions
Massachusetts
$316M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$2.03B
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.97B
4
AC
4
AWM Capital
Arizona
$146M
5
MPW
5
MASECO Private Wealth
$42.5M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$36.5M
2
HFA
2
Hippocratic Financial Advisors
California
$10.1M
3
HFS
3
Heritage Financial Services
Massachusetts
$167M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$313M
5
FPAS
5
Focus Partners Advisor Solutions
Missouri
$558M
Name Market Value Shares Shares
Change 		Shares
Change %
LI
76
LRI Investments
Florida
$85.9M 2,397,655 -12,447 -0.5%
WCM
77
Warburton Capital Management
Oklahoma
$85.2M 2,309,292 +59,167 +3%
AssetMark Inc
78
AssetMark Inc
California
$84.4M 2,355,240 -738,376 -24%
Creative Planning
79
Creative Planning
Kansas
$83.7M 2,335,241 +17,231 +0.7%
SWA
80
ShankerValleau Wealth Advisors
Illinois
$82.5M 2,300,751 +13,868 +0.6%
HIG
81
Heritage Investment Group
Florida
$79.3M 2,211,526 -136,867 -6%
IA
82
Integrity Alliance
Iowa
$79.1M 2,207,897 +16,783 +0.8%
VP
83
Verisail Partners
Georgia
$78.5M 2,189,067 +61,973 +3%
RWM
84
Ruedi Wealth Management
Illinois
$77.1M 2,151,141 +21,925 +1%
SHFA
85
SC&H Financial Advisors
Maryland
$76.2M 2,125,865 -41,008 -2%
SWA
86
Sax Wealth Advisors
New Jersey
$76M 2,121,805 +181,408 +9%
PCI
87
Planning Center Inc
Illinois
$75.1M 2,094,750 +71,994 +4%
GWM
88
Grand Wealth Management
Michigan
$73.3M 2,045,117 -66,439 -3%
ATI
89
ARK & TLK Investments
Oklahoma
$72.9M 2,032,769 +52,813 +3%
KAM
90
KEB Asset Management
Illinois
$72M 2,008,195 +23,122 +1%
TWA
91
TCI Wealth Advisors
Arizona
$71.8M 2,003,861 -53,973 -3%
KAS
92
Kestra Advisory Services
Texas
$71.1M 1,983,445 +111,651 +6%
HNWA
93
Henrickson Nauta Wealth Advisors
Michigan
$71M 1,981,414 +64,989 +3%
MGWA
94
Monument Group Wealth Advisors
Massachusetts
$70.8M 1,975,570 +12,948 +0.7%
CCWA
95
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$68.8M 1,920,574 -80,097 -4%
BJL
96
Brighton Jones LLC
Washington
$68.2M 1,901,625 +86,806 +5%
SM
97
Sensible Money
Arizona
$67.7M 1,888,686 +86,705 +5%
ALWM
98
Andrews Lucia Wealth Management
California
$66.7M 1,860,710 -43,110 -2%
HWM
99
HB Wealth Management
Georgia
$66.3M 1,850,414 +931,179 +101%
WAM
100
WNY Asset Management
New York
$66.3M 1,849,535 +755,073 +69%
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