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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 %
WWP
76
Waypoint Wealth Partners
California
$79.7M -$3.59M -103,666 -4%
HIG
77
Heritage Investment Group
Florida
$79.7M +$535K +15,453 +0.7%
Creative Planning
78
Creative Planning
Kansas
$79.5M -$1.74M -50,188 -2%
VBA
79
von Borstel & Associates
Oregon
$78.8M +$23.9M +690,532 +44%
Betterment LLC
80
Betterment LLC
New York
$78.5M +$5.4M +156,138 +7%
WCM
81
Warburton Capital Management
Oklahoma
$78.3M +$78.3M +2,262,709 New
GWM
82
Grand Wealth Management
Michigan
$75.5M +$1.94M +55,995 +3%
BWA
83
BCU Wealth Advisors
Illinois
$75M +$876K +25,317 +1%
RIM
84
Rockbridge Investment Management
New York
$74.7M +$5.28M +152,657 +8%
RWM
85
Ruedi Wealth Management
Illinois
$74.1M -$414K -11,976 -0.6%
KAS
86
Kestra Advisory Services
Texas
$73.5M +$10.7M +309,921 +17%
W
87
WorthPointe
California
$72.1M -$1.69M -48,923 -2%
SWA
88
ShankerValleau Wealth Advisors
Illinois
$71.7M -$2.38M -68,679 -3%
SHFA
89
SC&H Financial Advisors
Maryland
$71.4M +$2.38M +68,663 +3%
VP
90
Verisail Partners
Georgia
$71.3M +$71.3M +2,060,648 New
CCWA
91
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$70.8M -$3.21M -92,928 -4%
MWM
92
Merriman Wealth Management
Washington
$70.7M -$2.58M -74,543 -4%
CA
93
Claris Advisors
Missouri
$70.5M +$13.3M +384,705 +23%
Cetera Investment Advisers
94
Cetera Investment Advisers
Illinois
$70.2M +$6.85M +197,949 +11%
PCI
95
Planning Center Inc
Illinois
$70M -$1.63M -47,113 -2%
TWA
96
TCI Wealth Advisors
Arizona
$69.2M +$2.47M +71,476 +4%
KAM
97
KEB Asset Management
Illinois
$68.7M +$2.51M +72,545 +4%
ATI
98
ARK & TLK Investments
Oklahoma
$68M +$1.43M +41,394 +2%
SWA
99
Sax Wealth Advisors
New Jersey
$67.7M -$810K -23,412 -1%
PAG
100
Private Advisor Group
New Jersey
$65.9M +$10.6M +305,413 +19%
2 3
4
5 6