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Dimensional US Core Equity 2 ETF
DFAC

Overview Fund Activity

794 hedge funds and large institutions have $21.2B invested in Dimensional US Core Equity 2 ETF in 2024 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 347 increasing their positions, 207 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
794
Holders Change
+34
Holders Change %
+4.47%
% of All Funds
11.51%
Holding in Top 10
201
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+1.52%
% of All Funds
2.91%
New
70
Increased
347
Reduced
207
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FPAS
1
Focus Partners Advisor Solutions
Missouri
$404M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$1.44B
3
GM
3
GeoWealth Management
Illinois
$91.2M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.66B
5
SIM
5
Stratos Investment Management
Ohio
$47.2M

Top Sellers

1
MHS
1
M Holdings Securities
Oregon
$573K
2
PCA
2
Prosperity Capital Advisors
Ohio
$82M
3
MSWM
3
McGlone Suttner Wealth Management
Wisconsin
$111M
4
FFM
4
Forum Financial Management
Illinois
$1.26B
5
SC
5
Savant Capital
Illinois
$171M
Name Holding Trade Value Shares
Change 		Shares
Change %
LNC
101
Lincoln National Corp
Pennsylvania
$49.9M -$668K -20,904 -1%
BWA
102
BCU Wealth Advisors
Illinois
$49.8M +$9.66M +302,279 +24%
Osaic Holdings
103
Osaic Holdings
Arizona
$48.7M -$4.21M -131,680 -8%
PWM
104
Perigon Wealth Management
California
$48.5M -$341K -10,659 -0.7%
CC
105
Capstone Capital
Nevada
$48.2M +$4.39M +137,558 +10%
CWR
106
Chico Wealth RIA
California
$47.2M +$2.38M +74,474 +5%
SIM
107
Stratos Investment Management
Ohio
$47.2M +$47.2M +1,476,466 New
SM
108
Sensible Money
Arizona
$47M +$3.42M +107,111 +8%
RCI
109
RS Crum Inc
California
$46.9M +$5.75M +180,105 +14%
BCA
110
Ballentine Capital Advisors
South Carolina
$46.8M +$1.17M +36,701 +3%
BPA
111
Beacon Pointe Advisors
California
$46.2M -$126K -3,943 -0.3%
EA
112
Efficient Advisors
Ohio
$45.5M +$427K +13,361 +0.9%
PAG
113
Private Advisor Group
New Jersey
$45.2M +$976K +30,548 +2%
JPMorgan Chase & Co
114
JPMorgan Chase & Co
New York
$45M +$3.03M +94,769 +7%
GFA
115
Grunden Financial Advisory
Texas
$44.9M +$113K +3,533 +0.3%
SWG
116
Summit Wealth Group
Vermont
$41.8M +$585K +18,312 +1%
PWM
117
PBMares Wealth Management
Virginia
$41.6M +$1.45M +45,346 +4%
HSG
118
Helen Stephens Group
Texas
$41.6M +$6.58M +206,100 +19%
LFA
119
Lauterbach Financial Advisors
Texas
$41.6M -$1.12M -34,978 -3%
C1AG
120
Client 1st Advisory Group
Florida
$40.8M +$3.97M +124,105 +11%
Royal Bank of Canada
121
Royal Bank of Canada
Ontario, Canada
$40.8M +$2.03M +63,624 +5%
AWM
122
Austin Wealth Management
Texas
$40.6M -$732K -22,903 -2%
MML Investors Services
123
MML Investors Services
Massachusetts
$39.6M +$5.3M +165,857 +15%
RK
124
Rather & Kittrell
Tennessee
$39M -$322K -10,093 -0.8%
VAG
125
Vannoy Advisory Group
Texas
$38.5M -$290K -9,084 -0.7%
3 4
5
6 7