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Dimensional US Core Equity 2 ETF
DFAC

Overview Fund Activity

820 hedge funds and large institutions have $22.2B invested in Dimensional US Core Equity 2 ETF in 2024 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 332 increasing their positions, 243 reducing their positions, and 30 closing their positions.

Holders
820
Holders Change
+26
Holders Change %
+3.27%
% of All Funds
11.93%
Holding in Top 10
202
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.5%
% of All Funds
2.94%
New
65
Increased
332
Reduced
243
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SC
1
Savant Capital
Illinois
$315M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$1.48B
3
ATI
3
ARK & TLK Investments
Oklahoma
$62.9M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.72B
5
AC
5
Apella Capital
Connecticut
$274M

Top Sellers

1
FFM
1
Forum Financial Management
Illinois
$1.2B
2
LNC
2
Lincoln National Corp
Pennsylvania
$0
3
SWM
3
Soundmark Wealth Management
Washington
$0
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$319M
5
BSW
5
Buckingham Strategic Wealth
Missouri
$1.2B
Name Market Value Shares Shares
Change 		Shares
Change %
CCWA
76
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$70.8M 2,197,236 -56,621 -3%
SWA
77
ShankerValleau Wealth Advisors
Illinois
$70.3M 2,181,940 -24,945 -1%
Cetera Investment Advisers
78
Cetera Investment Advisers
Illinois
$70.3M 2,180,619 +337,441 +18%
W
79
WorthPointe
California
$69.7M 2,162,602 -53,740 -2%
MWM
80
Merriman Wealth Management
Washington
$69.5M 2,156,854 -24,577 -1%
PAS
81
Park Avenue Securities
New York
$69.1M 2,142,632 +108,492 +5%
Betterment LLC
82
Betterment LLC
New York
$67.8M 2,102,513 +265,740 +14%
MGWA
83
Monument Group Wealth Advisors
Massachusetts
$67.6M 2,096,977 +404,248 +24%
PCI
84
Planning Center Inc
Illinois
$67.3M 2,088,373 +12,661 +0.6%
KAS
85
Kestra Advisory Services
Texas
$65.2M 2,023,622 +181,215 +10%
SWA
86
Sax Wealth Advisors
New Jersey
$64.3M 1,995,225 +117,163 +6%
ATI
87
ARK & TLK Investments
Oklahoma
$62.9M 1,949,751 +1,949,751 New
ALWM
88
Andrews Lucia Wealth Management
California
$61.2M 1,914,576 – –
Comerica Bank
89
Comerica Bank
Texas
$61M 1,891,607 -128,348 -6%
SHFA
90
SC&H Financial Advisors
Maryland
$60.9M 1,888,886 +166,504 +10%
KAM
91
KEB Asset Management
Illinois
$60.5M 1,875,790 +36,497 +2%
THL
92
Tillman Hartley LLC
Colorado
$59.2M 1,834,979 -30,850 -2%
Cambridge Investment Research Advisors
93
Cambridge Investment Research Advisors
Iowa
$58.9M 1,827,854 -26,315 -1%
BBNB
94
Baker Boyer National Bank
Washington
$58.9M 1,826,666 +10,976 +0.6%
BWA
95
BCU Wealth Advisors
Illinois
$58M 1,800,356 +242,341 +16%
TWA
96
TCI Wealth Advisors
Arizona
$57.6M 1,787,140 +125,692 +8%
TWD
97
True Wealth Design
Ohio
$57.1M 1,770,990 +3,352 +0.2%
HNWA
98
Henrickson Nauta Wealth Advisors
Michigan
$57M 1,766,993 +23,027 +1%
AP
99
Adero Partners
California
$55M 1,704,724 -33,970 -2%
SC
100
Shearwater Capital
Colorado
$54.4M 1,687,559 -8,411 -0.5%
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4
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