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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 %
WAS
976
Winch Advisory Services
Wisconsin
$16.2K +$16.2K +469 New
GFPC
977
Global Financial Private Client
Florida
$11.8K +$7.27K +210 +162%
AIC
978
Archer Investment Corporation
Indiana
$10.7K – – –
QC
979
Quent Capital
New York
$8.84K -$2.25K -65 -20%
SAS
980
Spurstone Advisory Services
Connecticut
$8.72K +$8.72K +252 New
CWM
981
Cranbrook Wealth Management
Michigan
$7.16K – – –
SL
982
Salomon & Ludwin
Virginia
$5.57K – – –
NRG
983
Nemes Rush Group
Michigan
$5.15K +$5.15K +149 New
TWM
984
Topsail Wealth Management
North Carolina
$3.46K +$3.46K +100 New
Simplex Trading
985
Simplex Trading
Illinois
$3K +$3K +100 New
LIS
986
Legacy Investment Solutions
Idaho
$2.14K -$2.14K -60 -50%
LWMI
987
Legacy Wealth Management (Idaho)
Idaho
$2.14K -$2.14K -60 -50%
TLA
988
Tanglewood Legacy Advisors
Texas
$1.73K – – –
TFGT
989
TS Financial Group (TSFG)
Illinois
$1K – – –
CSPIA
990
Cary Street Partners Investment Advisory
Virginia
– -$8.04M -234,458 Closed
PMG
991
ProVise Management Group
Florida
– -$1.29M -37,669 Closed
FFS
992
Founders Financial Securities
Maryland
– -$935K -27,257 Closed
CGFA
993
Colton Groome Financial Advisors
North Carolina
– -$852K -24,838 Closed
AR
994
Apeiron RIA
Texas
– -$686K -20,010 Closed
C
995
Certuity
Florida
– -$409K -11,926 Closed
HGERS
996
Householder Group Estate & Retirement Specialist
Arizona
– -$361K -10,540 Closed
AIA
997
Arbor Investment Advisors
North Carolina
– -$337K -9,832 Closed
M1FG
998
Mach-1 Financial Group
Arkansas
– -$298K -8,692 Closed
DWM
999
Dechtman Wealth Management
Colorado
– -$261K -7,607 Closed
HWP
1000
Hibernia Wealth Partners
Louisiana
– -$247K -7,200 Closed
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