DFAC icon

Dimensional US Core Equity 2 ETF
DFAC

Overview Fund Activity

820 hedge funds and large institutions have $22.2B invested in Dimensional US Core Equity 2 ETF in 2024 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 332 increasing their positions, 243 reducing their positions, and 30 closing their positions.

Holders
820
Holders Change
+26
Holders Change %
+3.27%
% of All Funds
11.93%
Holding in Top 10
202
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.5%
% of All Funds
2.94%
New
65
Increased
332
Reduced
243
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SC
1
Savant Capital
Illinois
$315M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$1.48B
3
ATI
3
ARK & TLK Investments
Oklahoma
$62.9M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.72B
5
AC
5
Apella Capital
Connecticut
$274M

Top Sellers

1
FFM
1
Forum Financial Management
Illinois
$1.2B
2
LNC
2
Lincoln National Corp
Pennsylvania
$0
3
SWM
3
Soundmark Wealth Management
Washington
$0
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$319M
5
BSW
5
Buckingham Strategic Wealth
Missouri
$1.2B
Name Market Value Shares Shares
Change 		Shares
Change %
BJL
101
Brighton Jones LLC
Washington
$54.3M 1,685,000 +114,332 +7%
SM
102
Sensible Money
Arizona
$53.7M 1,665,263 +193,780 +13%
VW
103
Vance Wealth
California
$53.3M 1,654,357 -41,979 -2%
CPA
104
Capital Performance Advisors
California
$52.1M 1,616,849 -7,952 -0.5%
PWM
105
Perigon Wealth Management
California
$51.4M 1,595,620 +76,495 +5%
CA
106
Claris Advisors
Missouri
$51.4M 1,594,486 -33,407 -2%
PAG
107
Private Advisor Group
New Jersey
$50.3M 1,560,345 +145,135 +10%
CC
108
Capstone Capital
Nevada
$49.7M 1,542,902 +33,278 +2%
CWR
109
Chico Wealth RIA
California
$49.4M 1,532,970 +55,159 +4%
BCA
110
Ballentine Capital Advisors
South Carolina
$48.9M 1,518,288 +47,643 +3%
JPMorgan Chase & Co
111
JPMorgan Chase & Co
New York
$48.1M 1,491,703 +83,951 +6%
GFA
112
Grunden Financial Advisory
Texas
$45.8M 1,421,485 +16,546 +1%
HSG
113
Helen Stephens Group
Texas
$45.6M 1,413,331 +110,584 +8%
EA
114
Efficient Advisors
Ohio
$45.2M 1,401,548 -21,540 -2%
BPA
115
Beacon Pointe Advisors
California
$44.4M 1,376,381 -70,549 -5%
PWM
116
PBMares Wealth Management
Virginia
$44M 1,365,321 +62,000 +5%
C1AG
117
Client 1st Advisory Group
Florida
$41.8M 1,296,470 +19,865 +2%
Royal Bank of Canada
118
Royal Bank of Canada
Ontario, Canada
$41.7M 1,294,433 +18,237 +1%
SWG
119
Summit Wealth Group
Vermont
$41.3M 1,280,125 -28,545 -2%
AWM
120
Austin Wealth Management
Texas
$41.2M 1,251,888 -17,061 -1%
LFA
121
Lauterbach Financial Advisors
Texas
$40.9M 1,277,296 -23,471 -2%
CCMI
122
Creative Capital Management Investments
California
$40.6M 1,259,593 +80,237 +7%
MML Investors Services
123
MML Investors Services
Massachusetts
$40M 1,239,407 +1,210 +0.1%
GWS
124
Glassman Wealth Services
Virginia
$39.8M 1,233,567 +109,255 +10%
RCI
125
RS Crum Inc
California
$39.7M 1,232,429 -236,859 -16%
3 4
5
6 7