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Dimensional US Core Equity 2 ETF
DFAC

Overview Fund Activity

852 hedge funds and large institutions have $24.3B invested in Dimensional US Core Equity 2 ETF in 2024 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 356 increasing their positions, 238 reducing their positions, and 23 closing their positions.

Holders
852
Holders Change
+32
Holders Change %
+3.9%
% of All Funds
12.33%
Holding in Top 10
208
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+2.97%
% of All Funds
3.01%
New
65
Increased
356
Reduced
238
Closed
23
Calls
$2.61M
Puts
–
Net Calls
+$2.61M
Net Calls Change
+$2.61M

Top Buyers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$1.33B
2
WANY
2
Wealthspire Advisors (New York)
New York
$271M
3
WA
3
Wealthstream Advisors
New York
$155M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.94B
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$1.7B

Top Sellers

1
MSWM
1
McGlone Suttner Wealth Management
Wisconsin
$94.9M
2
LWM
2
Liberty Wealth Management
California
$31.3M
3
SWG
3
Summit Wealth Group
Vermont
$18.3M
4
DWM
4
Diversify Wealth Management
Utah
$17.6M
5
SW
5
Simplicity Wealth
New Jersey
$18M
Name Market Value Shares Shares
Change 		Shares
Change %
Financial Engines Advisors
76
Financial Engines Advisors
California
$74.1M 2,162,157 -447,736 -17%
RWM
77
Ruedi Wealth Management
Illinois
$73.9M 2,154,170 -66,628 -3%
BWA
78
BCU Wealth Advisors
Illinois
$73.5M 2,142,200 +341,844 +19%
SWA
79
ShankerValleau Wealth Advisors
Illinois
$73.4M 2,140,594 -41,346 -2%
CCWA
80
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$73.4M 2,140,527 -56,709 -3%
W
81
WorthPointe
California
$73.1M 2,132,937 -29,665 -1%
GWM
82
Grand Wealth Management
Michigan
$72.9M 2,125,324 -102,397 -5%
MWM
83
Merriman Wealth Management
Washington
$72.6M 2,118,571 -38,283 -2%
Betterment LLC
84
Betterment LLC
New York
$72.5M 2,114,157 +11,644 +0.6%
PCI
85
Planning Center Inc
Illinois
$71M 2,069,934 -18,439 -0.9%
RIM
86
Rockbridge Investment Management
New York
$68.9M 2,007,942 +1,077,699 +116%
SHFA
87
SC&H Financial Advisors
Maryland
$68.4M 1,995,584 +106,698 +6%
SWA
88
Sax Wealth Advisors
New Jersey
$67.9M 1,979,747 -15,478 -0.8%
Cambridge Investment Research Advisors
89
Cambridge Investment Research Advisors
Iowa
$66.2M 1,931,128 +103,274 +6%
TWA
90
TCI Wealth Advisors
Arizona
$66.2M 1,929,916 +142,776 +8%
ATI
91
ARK & TLK Investments
Oklahoma
$66M 1,925,725 -24,026 -1%
KAM
92
KEB Asset Management
Illinois
$65.6M 1,912,253 +36,463 +2%
SP
93
Symmetry Partners
Connecticut
$63.4M 1,850,010 +1,433,161 +344%
THL
94
Tillman Hartley LLC
Colorado
$63M 1,836,749 +1,770 +0.1%
Cetera Investment Advisers
95
Cetera Investment Advisers
Illinois
$62.8M 1,831,192 -349,427 -16%
BBNB
96
Baker Boyer National Bank
Washington
$62.2M 1,814,746 -11,920 -0.7%
KAS
97
Kestra Advisory Services
Texas
$62.2M 1,814,452 -209,170 -10%
ALWM
98
Andrews Lucia Wealth Management
California
$61.9M 1,920,145 +5,569 +0.3%
Comerica Bank
99
Comerica Bank
Texas
$61.5M 1,792,077 -99,530 -5%
HNWA
100
Henrickson Nauta Wealth Advisors
Michigan
$60.7M 1,768,953 +1,960 +0.1%
2 3
4
5 6