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Dimensional US Core Equity 2 ETF
DFAC

Overview Fund Activity

989 hedge funds and large institutions have $26.5B invested in Dimensional US Core Equity 2 ETF in 2024 Q4 according to their latest regulatory filings, with 172 funds opening new positions, 332 increasing their positions, 284 reducing their positions, and 18 closing their positions.

Holders
989
Holders Change
+137
Holders Change %
+16.08%
% of All Funds
13.17%
Holding in Top 10
261
Holding in Top 10 Change
+53
Holding in Top 10 Change %
+25.48%
% of All Funds
3.48%
New
172
Increased
332
Reduced
284
Closed
18
Calls
$1.38M
Puts
–
Net Calls
+$1.38M
Net Calls Change
-$1.22M

Top Buyers

1
EP
1
Essential Planning
New Hampshire
$139M
2
FPAS
2
Focus Partners Advisor Solutions
Missouri
$557M
3
GM
3
GeoWealth Management
Illinois
$186M
4
AC
4
Apella Capital
Connecticut
$367M
5
SIM
5
Stratos Investment Management
Ohio
$167M

Top Sellers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$1.61B
2
UBS Group
2
UBS Group
Switzerland
$54.9M
3
SFS
3
Sowell Financial Services
Arkansas
$5.53M
4
SC
4
Savant Capital
Illinois
$305M
5
HSG
5
Helen Stephens Group
Texas
$27M
Name Holding Trade Value Shares
Change 		Shares
Change %
ALWM
101
Andrews Lucia Wealth Management
California
$65.4M -$452K -13,174 -0.7%
MGWA
102
Monument Group Wealth Advisors
Massachusetts
$64.6M -$13.7M -395,446 -17%
THL
103
Tillman Hartley LLC
Colorado
$63.6M +$60.5K +1,748 +0.1%
BBNB
104
Baker Boyer National Bank
Washington
$62M -$744K -21,495 -1%
HNWA
105
Henrickson Nauta Wealth Advisors
Michigan
$61.5M +$277K +7,999 +0.5%
BJL
106
Brighton Jones LLC
Washington
$60.5M +$7.8M +225,501 +15%
SM
107
Sensible Money
Arizona
$59.6M +$1,000K +28,902 +2%
Comerica Bank
108
Comerica Bank
Texas
$59.6M -$2.44M -70,459 -4%
SC
109
Shearwater Capital
Colorado
$58.6M -$14.8K -429 -0%
AP
110
Adero Partners
California
$57.8M -$641K -18,542 -1%
VW
111
Vance Wealth
California
$56.4M -$1.32M -38,188 -2%
PWM
112
Perigon Wealth Management
California
$56.4M -$63.4K -1,801 -0.1%
MWM
113
Mattern Wealth Management
Kansas
$56.3M +$2.35M +67,848 +4%
MSWM
114
Master's Wealth Management
Pennsylvania
$56.2M +$56.2M +1,625,844 New
CC
115
Capstone Capital
Nevada
$56M +$2.07M +59,820 +4%
CWR
116
Chico Wealth RIA
California
$55.1M +$1.5M +43,400 +3%
CPA
117
Capital Performance Advisors
California
$54.9M -$508K -14,698 -0.9%
UBS Group
118
UBS Group
Switzerland
$54.9M -$57.5M -1,662,948 -51%
JPMorgan Chase & Co
119
JPMorgan Chase & Co
New York
$53.5M +$611K +17,651 +1%
PMIM
120
Prudent Man Investment Management
Colorado
$52M +$52M +1,502,359 New
HFA
121
Hippocratic Financial Advisors
California
$51.7M +$51.7M +1,494,873 New
BCA
122
Ballentine Capital Advisors
South Carolina
$51.6M -$798K -23,056 -2%
TWD
123
True Wealth Design
Ohio
$51.2M -$718K -20,744 -1%
GFA
124
Grunden Financial Advisory
Texas
$50.2M +$746K +21,577 +2%
MML Investors Services
125
MML Investors Services
Massachusetts
$50.2M -$18K -520 -0%
3 4
5
6 7