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Dimensional US Core Equity 2 ETF
DFAC

Overview Fund Activity

986 hedge funds and large institutions have $25.6B invested in Dimensional US Core Equity 2 ETF in 2025 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 405 increasing their positions, 314 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
986
Holders Change
-3
Holders Change %
-0.3%
% of All Funds
13.4%
Holding in Top 10
258
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-1.15%
% of All Funds
3.51%
New
62
Increased
405
Reduced
314
Closed
41
Calls
$1.54M
Puts
$20K
Net Calls
+$1.52M
Net Calls Change
+$133K

Top Buyers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$1.77B
2
IA
2
Integrity Alliance
Iowa
$72.3M
3
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$1.33B
4
Osaic Holdings
4
Osaic Holdings
Arizona
$131M
5
AC
5
Apella Capital
Connecticut
$376M

Top Sellers

1
CW
1
Curio Wealth
Maryland
$4.31M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.72B
3
HIGP
3
Hill Investment Group Partners
Missouri
$34M
4
EP
4
Essential Planning
New Hampshire
$2.91M
5
SIM
5
Stratos Investment Management
Ohio
$109M
Name Holding Trade Value Shares
Change 		Shares
Change %
LI
76
LRI Investments
Florida
$79.5M -$2.43M -73,658 -3%
PAG
77
Private Advisor Group
New Jersey
$77.5M +$14.7M +445,744 +23%
HIG
78
Heritage Investment Group
Florida
$77.5M +$1.43M +43,442 +2%
WWP
79
Waypoint Wealth Partners
California
$77.1M +$1.08M +32,594 +1%
Creative Planning
80
Creative Planning
Kansas
$76.5M +$661K +20,024 +0.9%
EC
81
Eaton-Cambridge
Arizona
$76.3M -$372K -11,280 -0.5%
SWA
82
ShankerValleau Wealth Advisors
Illinois
$75.4M +$7.09M +214,968 +10%
WCM
83
Warburton Capital Management
Oklahoma
$74.2M -$415K -12,584 -0.6%
IA
84
Integrity Alliance
Iowa
$72.3M +$71.7M +2,174,216 +12,867%
SHFA
85
SC&H Financial Advisors
Maryland
$71.5M +$3.39M +102,626 +5%
RWM
86
Ruedi Wealth Management
Illinois
$70.2M -$428K -12,978 -0.6%
VP
87
Verisail Partners
Georgia
$70.2M +$2.19M +66,446 +3%
GWM
88
Grand Wealth Management
Michigan
$69.7M -$2.3M -69,763 -3%
FMWA
89
Forvis Mazars Wealth Advisors
Missouri
$67.9M -$13.1M -396,512 -16%
TWA
90
TCI Wealth Advisors
Arizona
$67.9M +$1.86M +56,442 +3%
CA
91
Claris Advisors
Missouri
$66.9M -$335K -10,165 -0.5%
PCI
92
Planning Center Inc
Illinois
$66.7M -$2.14K -65 -0%
CCWA
93
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$66M -$1.55M -46,928 -2%
ALWM
94
Andrews Lucia Wealth Management
California
$65.9M -$109K -3,151 -0.2%
KAM
95
KEB Asset Management
Illinois
$65.5M +$9.07K +275 +0%
ATI
96
ARK & TLK Investments
Oklahoma
$65.3M +$423K +12,837 +0.7%
MGWA
97
Monument Group Wealth Advisors
Massachusetts
$64.7M +$3.18M +96,462 +5%
SWA
98
Sax Wealth Advisors
New Jersey
$64M -$526K -15,938 -0.8%
KAS
99
Kestra Advisory Services
Texas
$61.8M -$8.33M -252,579 -12%
BJL
100
Brighton Jones LLC
Washington
$59.9M +$2.15M +65,149 +4%
2 3
4
5 6