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Dimensional US Core Equity 2 ETF
DFAC

Overview Fund Activity

1,011 hedge funds and large institutions have $28.1B invested in Dimensional US Core Equity 2 ETF in 2025 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 419 increasing their positions, 307 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,011
Holders Change
+25
Holders Change %
+2.54%
% of All Funds
13.57%
Holding in Top 10
255
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-1.16%
% of All Funds
3.42%
New
82
Increased
419
Reduced
307
Closed
35
Calls
$1.31M
Puts
$254K
Net Calls
+$1.06M
Net Calls Change
-$459K

Top Buyers

1
VAS
1
Vestmark Advisory Solutions
Massachusetts
$316M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$2.03B
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.97B
4
AC
4
AWM Capital
Arizona
$146M
5
FFM
5
Forum Financial Management
Illinois
$1.39B

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$36.5M
2
HFA
2
Hippocratic Financial Advisors
California
$10.1M
3
HFS
3
Heritage Financial Services
Massachusetts
$167M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$313M
5
FPAS
5
Focus Partners Advisor Solutions
Missouri
$558M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAM
1001
Parvin Asset Management
South Dakota
$17.9K – – –
WAS
1002
Winch Advisory Services
Wisconsin
$16.9K +$36 +1 +0.2%
MPWT
1003
MassMutual Private Wealth & Trust
Connecticut
$11.6K +$11.6K +324 New
CIAS
1004
Capital Investment Advisory Services
North Carolina
$11.3K -$53.7K -1,499 -83%
AIC
1005
Archer Investment Corporation
Indiana
$11K – – –
SAS
1006
Spurstone Advisory Services
Connecticut
$9.03K – – –
CWM
1007
Cranbrook Wealth Management
Michigan
$7.42K – – –
TWM
1008
Topsail Wealth Management
North Carolina
$3.58K – – –
IHWM
1009
Iron Horse Wealth Management
Iowa
$3.44K – – –
Russell Investments Group
1010
Russell Investments Group
United Kingdom
$2.4K – – –
TLA
1011
Tanglewood Legacy Advisors
Texas
$1.79K – – –
TFGT
1012
TS Financial Group (TSFG)
Illinois
$1K – – –
ACP
1013
Aveo Capital Partners
Colorado
– -$8.48M -258,593 Closed
FA
1014
Fiducient Advisors
Illinois
– -$5.64M -170,955 Closed
FCI
1015
Financial Counselors Inc
Kansas
– -$5.22M -158,089 Closed
VCM
1016
Virtue Capital Management
Tennessee
– -$1.79M -54,108 Closed
SFC
1017
Strategic Financial Concepts
Texas
– -$1.56M -47,328 Closed
MHFA
1018
Mission Hills Financial Advisory
California
– -$1.24M -37,571 Closed
Fisher Asset Management
1019
Fisher Asset Management
Washington
– -$911K -27,609 Closed
ARC
1020
Advisor Resource Council
Texas
– -$738K -22,381 Closed
CST
1021
Charles Schwab Trust
Nevada
– -$573K -17,369 Closed
AA
1022
Advisory Alpha
Michigan
– -$451K -13,659 Closed
HF
1023
HRT Financial
New York
– -$374K -11,355 Closed
FC
1024
Fulcrum Capital
Washington
– -$365K -11,065 Closed
AIS
1025
American Investment Services
Massachusetts
– -$365K -11,049 Closed
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