DFAC icon

Dimensional US Core Equity 2 ETF
DFAC

Overview Fund Activity

852 hedge funds and large institutions have $24.3B invested in Dimensional US Core Equity 2 ETF in 2024 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 356 increasing their positions, 238 reducing their positions, and 23 closing their positions.

Holders
852
Holders Change
+32
Holders Change %
+3.9%
% of All Funds
12.33%
Holding in Top 10
208
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+2.97%
% of All Funds
3.01%
New
65
Increased
356
Reduced
238
Closed
23
Calls
$2.61M
Puts
–
Net Calls
+$2.61M
Net Calls Change
+$2.61M

Top Buyers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$1.33B
2
WANY
2
Wealthspire Advisors (New York)
New York
$271M
3
WA
3
Wealthstream Advisors
New York
$155M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.94B
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$1.7B

Top Sellers

1
MSWM
1
McGlone Suttner Wealth Management
Wisconsin
$94.9M
2
LWM
2
Liberty Wealth Management
California
$31.3M
3
SWG
3
Summit Wealth Group
Vermont
$18.3M
4
DWM
4
Diversify Wealth Management
Utah
$17.6M
5
SW
5
Simplicity Wealth
New Jersey
$18M
Name Market Value Shares Shares
Change 		Shares
Change %
SM
101
Sensible Money
Arizona
$58.1M 1,695,128 +29,865 +2%
SC
102
Shearwater Capital
Colorado
$58.1M 1,693,836 +6,277 +0.4%
AP
103
Adero Partners
California
$57.9M 1,688,997 -15,727 -0.9%
VW
104
Vance Wealth
California
$57.2M 1,669,408 +15,051 +0.9%
CA
105
Claris Advisors
Missouri
$56.7M 1,654,843 +60,357 +4%
PWM
106
Perigon Wealth Management
California
$55M 1,603,354 +7,734 +0.5%
CPA
107
Capital Performance Advisors
California
$54.9M 1,601,068 -15,781 -1%
PAG
108
Private Advisor Group
New Jersey
$54.8M 1,598,870 +38,525 +2%
VBA
109
von Borstel & Associates
Oregon
$54.4M 1,586,959 +1,586,959 New
MWM
110
Mattern Wealth Management
Kansas
$53.5M 1,560,596 +572,245 +58%
CC
111
Capstone Capital
Nevada
$53.5M 1,558,891 +15,989 +1%
CWR
112
Chico Wealth RIA
California
$53.2M 1,550,174 +17,204 +1%
HSG
113
Helen Stephens Group
Texas
$52.4M 1,528,264 +114,933 +8%
JPMorgan Chase & Co
114
JPMorgan Chase & Co
New York
$52.4M 1,528,034 +36,331 +2%
BJL
115
Brighton Jones LLC
Washington
$52.3M 1,524,169 -160,831 -10%
BCA
116
Ballentine Capital Advisors
South Carolina
$51.9M 1,513,522 -4,766 -0.3%
TWD
117
True Wealth Design
Ohio
$51.5M 1,502,386 -268,604 -15%
MML Investors Services
118
MML Investors Services
Massachusetts
$49.7M 1,450,633 +211,226 +17%
BPA
119
Beacon Pointe Advisors
California
$49.6M 1,447,288 +70,907 +5%
GFA
120
Grunden Financial Advisory
Texas
$49.1M 1,430,823 +9,338 +0.7%
EA
121
Efficient Advisors
Ohio
$48.5M 1,412,981 +11,433 +0.8%
CCMI
122
Creative Capital Management Investments
California
$48.2M 1,406,527 +146,934 +12%
Royal Bank of Canada
123
Royal Bank of Canada
Ontario, Canada
$46M 1,340,242 +45,809 +4%
C1AG
124
Client 1st Advisory Group
Florida
$45.2M 1,316,929 +20,459 +2%
LFA
125
Lauterbach Financial Advisors
Texas
$44.6M 1,299,285 +21,989 +2%
3 4
5
6 7