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Dimensional US Core Equity 2 ETF
DFAC

Overview Fund Activity

1,011 hedge funds and large institutions have $28.1B invested in Dimensional US Core Equity 2 ETF in 2025 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 419 increasing their positions, 307 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,011
Holders Change
+25
Holders Change %
+2.54%
% of All Funds
13.56%
Holding in Top 10
255
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-1.16%
% of All Funds
3.42%
New
82
Increased
419
Reduced
307
Closed
35
Calls
$1.31M
Puts
$254K
Net Calls
+$1.06M
Net Calls Change
-$459K

Top Buyers

1
VAS
Vestmark Advisory Solutions
Massachusetts
$316M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
$2.03B
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.97B
4
AC
AWM Capital
Arizona
$146M
5
FFM
Forum Financial Management
Illinois
$1.39B

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
$36.5M
2
HFA
Hippocratic Financial Advisors
California
$10.1M
3
HFS
Heritage Financial Services
Massachusetts
$167M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$313M
5
FPAS
Focus Partners Advisor Solutions
Missouri
$558M
Name Holding Trade Value Shares
Change 		Shares
Change %
FMWA
101
Forvis Mazars Wealth Advisors
Missouri
$66.3M -$7.56M -210,879 -10%
MWM
102
Mattern Wealth Management
Kansas
$65M +$2.71M +75,653 +4%
BBNB
103
Baker Boyer National Bank
Washington
$64.9M +$145K +4,036 +0.2%
THL
104
Tillman Hartley LLC
Colorado
$63.4M -$1M -27,934 -2%
W
105
WorthPointe
California
$63.3M +$798K +22,257 +1%
MSWM
106
Master's Wealth Management
Pennsylvania
$63.1M +$3.93M +109,721 +7%
VW
107
Vance Wealth
California
$62.6M +$2.42M +67,532 +4%
CC
108
Capstone Capital
Nevada
$62.2M +$1.89M +52,710 +3%
PWM
109
Parkshore Wealth Management
California
$62.1M +$10.7M +297,369 +21%
SC
110
Shearwater Capital
Colorado
$61.1M +$1.78M +49,629 +3%
Comerica Bank
111
Comerica Bank
Texas
$60.8M -$468K -13,057 -0.8%
JPMorgan Chase & Co
112
JPMorgan Chase & Co
New York
$60.1M -$1.77M -49,360 -3%
CA
113
Claris Advisors
Missouri
$59.9M -$12.8M -358,352 -18%
CWR
114
Chico Wealth RIA
California
$58.7M +$523K +14,605 +0.9%
PWM
115
Perigon Wealth Management
California
$56.7M -$689K -19,211 -1%
CPA
116
Capital Performance Advisors
California
$56.2M -$913K -25,481 -2%
EA
117
Efficient Advisors
Ohio
$56.1M +$4.81M +134,183 +9%
BCA
118
Ballentine Capital Advisors
South Carolina
$54M -$125K -3,481 -0.2%
BCI
119
Brinker Capital Investments
Pennsylvania
$53.9M +$28.4M +791,685 +111%
Cambridge Investment Research Advisors
120
Cambridge Investment Research Advisors
Iowa
$53.5M +$2.91M +81,066 +6%
CCMI
121
Creative Capital Management Investments
California
$52.9M +$1.34M +37,490 +3%
GWS
122
Glassman Wealth Services
Virginia
$52.5M +$2.93M +81,668 +6%
SPWM
123
Straight Path Wealth Management
Michigan
$52.4M +$4.91M +137,082 +10%
PMIM
124
Prudent Man Investment Management
Colorado
$51.9M -$106K -3,077 -0.2%
MML Investors Services
125
MML Investors Services
Massachusetts
$51.4M +$2.38M +66,319 +5%
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5
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