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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 62 funds opening new positions, 405 increasing their positions, 314 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
986
Holders Change
-3
Holders Change %
-0.3%
% of All Funds
13.4%
Holding in Top 10
258
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-1.15%
% of All Funds
3.51%
New
62
Increased
405
Reduced
314
Closed
41
Calls
$1.54M
Puts
$20K
Net Calls
+$1.52M
Net Calls Change
+$133K

Top Buyers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$1.77B
2
IA
2
Integrity Alliance
Iowa
$72.3M
3
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$1.33B
4
Osaic Holdings
4
Osaic Holdings
Arizona
$131M
5
AC
5
Apella Capital
Connecticut
$376M

Top Sellers

1
CW
1
Curio Wealth
Maryland
$4.31M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.72B
3
HIGP
3
Hill Investment Group Partners
Missouri
$34M
4
EP
4
Essential Planning
New Hampshire
$2.91M
5
SIM
5
Stratos Investment Management
Ohio
$109M
Name Holding Trade Value Shares
Change 		Shares
Change %
BBNB
101
Baker Boyer National Bank
Washington
$59.6M +$485K +14,694 +0.8%
SM
102
Sensible Money
Arizona
$59.4M +$2.57M +77,951 +5%
THL
103
Tillman Hartley LLC
Colorado
$59.3M -$1.4M -42,398 -2%
HNWA
104
Henrickson Nauta Wealth Advisors
Michigan
$58.7M +$4.27M +139,473 +8%
W
105
WorthPointe
California
$57.5M -$11.2M -341,012 -16%
MWM
106
Mattern Wealth Management
Kansas
$57.3M +$3.58M +108,446 +7%
JPMorgan Chase & Co
107
JPMorgan Chase & Co
New York
$56.9M +$5.95M +180,450 +12%
Comerica Bank
108
Comerica Bank
Texas
$56.4M -$415K -12,570 -0.7%
CC
109
Capstone Capital
Nevada
$55.5M +$2.14M +64,886 +4%
VW
110
Vance Wealth
California
$55.4M +$1.62M +49,230 +3%
SC
111
Shearwater Capital
Colorado
$54.6M -$1.28M -38,775 -2%
HFA
112
Hippocratic Financial Advisors
California
$54.5M +$5.22M +158,164 +11%
MSWM
113
Master's Wealth Management
Pennsylvania
$54.5M +$815K +24,712 +2%
CWR
114
Chico Wealth RIA
California
$53.6M +$1.02M +30,945 +2%
AP
115
Adero Partners
California
$53.6M -$1.55M -47,009 -3%
PWM
116
Perigon Wealth Management
California
$52.8M -$53.3K -1,617 -0.1%
CPA
117
Capital Performance Advisors
California
$52.6M +$254K +7,699 +0.5%
PMIM
118
Prudent Man Investment Management
Colorado
$52M – – –
UBS Group
119
UBS Group
Switzerland
$51.2M -$1.16M -35,030 -2%
BCA
120
Ballentine Capital Advisors
South Carolina
$49.8M +$671K +20,353 +1%
EWA
121
EP Wealth Advisors
California
$48.5M +$9.44M +286,187 +24%
TWD
122
True Wealth Design
Ohio
$48.1M -$752K -22,808 -2%
CCMI
123
Creative Capital Management Investments
California
$47.5M +$483K +14,653 +1%
PWM
124
Parkshore Wealth Management
California
$47.3M +$6.24M +189,009 +15%
EA
125
Efficient Advisors
Ohio
$47.2M +$615K +18,628 +1%
3 4
5
6 7