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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 61 funds opening new positions, 405 increasing their positions, 315 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
986
Holders Change
-4
Holders Change %
-0.4%
% of All Funds
13.39%
Holding in Top 10
258
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-1.15%
% of All Funds
3.5%
New
61
Increased
405
Reduced
315
Closed
41
Calls
$1.54M
Puts
$20K
Net Calls
+$1.52M
Net Calls Change
+$133K

Top Buyers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$240M
2
IA
Integrity Alliance
Iowa
+$71.7M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$49M
4
Osaic Holdings
Osaic Holdings
Arizona
+$43.4M
5
AC
Apella Capital
Connecticut
+$38.7M

Top Sellers

1
CW
Curio Wealth
Maryland
-$9.11B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$167M
3
HIGP
Hill Investment Group Partners
Missouri
-$130M
4
EP
Essential Planning
New Hampshire
-$127M
5
SIM
Stratos Investment Management
Ohio
-$49.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
1001
GDS Wealth Management
Texas
– -$547K -15,806 Closed
CFGS
1002
Concourse Financial Group Securities
Alabama
– -$411K -11,444 Closed
TRCT
1003
Tower Research Capital (TRC)
New York
– -$298K -8,603 Closed
CWA
1004
Cascade Wealth Advisors
Washington
– -$269K -7,770 Closed
CBT
1005
CoreFirst Bank & Trust
Kansas
– -$268K -7,734 Closed
AFG
1006
Atomi Financial Group
New York
– -$257K -7,436 Closed
MSAM
1007
Moloney Securities Asset Management
Missouri
– -$246K -7,112 Closed
PF
1008
Prosperitas Financial
California
– -$237K -6,842 Closed
FTWA
1009
Fifth Third Wealth Advisors
Ohio
– -$232K -6,718 Closed
BIM
1010
Bridges Investment Management
Nebraska
– -$230K -6,650 Closed
RWM
1011
Ritholtz Wealth Management
New York
– -$215K -6,228 Closed
LIM
1012
Lathrop Investment Management
Arkansas
– -$215K -6,202 Closed
ERWM
1013
Elk River Wealth Management
Colorado
– -$213K -6,161 Closed
SWM
1014
SpringVest Wealth Management
Texas
– -$209K -6,028 Closed
RW
1015
RVW Wealth
California
– -$206K -5,957 Closed
LWMT
1016
Legacy Wealth Management (Tennessee)
Tennessee
– -$206K -5,951 Closed
AWM
1017
Accurate Wealth Management
Florida
– -$202K -5,883 Closed
TI
1018
Truepoint Inc
Ohio
– -$203K -5,874 Closed
PA
1019
Pinnacle Associates
New York
– -$201K -5,814 Closed
GLA
1020
Good Life Advisors
Pennsylvania
– -$201K -5,800 Closed
TWC
1021
TD Waterhouse Canada
Ontario, Canada
– -$182K -5,263 Closed
HFS
1022
Hantz Financial Services
Michigan
– -$124K -3,598 Closed
KBFS
1023
Kohmann Bosshard Financial Services
Ohio
– -$116K -3,363 Closed
TLCM
1024
Twin Lakes Capital Management
California
– -$106K -3,055 Closed
MA
1025
Modus Advisors
Minnesota
– -$57.9K -1,673 Closed
38 39 40
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