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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
13.57%
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
1
Vestmark Advisory Solutions
Massachusetts
$316M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$2.03B
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.97B
4
AC
4
AWM Capital
Arizona
$146M
5
FFM
5
Forum Financial Management
Illinois
$1.39B

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$36.5M
2
HFA
2
Hippocratic Financial Advisors
California
$10.1M
3
HFS
3
Heritage Financial Services
Massachusetts
$167M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$313M
5
FPAS
5
Focus Partners Advisor Solutions
Missouri
$558M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAP
126
Wealthcare Advisory Partners
Pennsylvania
$51.2M +$1.43M +39,868 +3%
FS
127
Financial Symmetry
North Carolina
$50.9M +$6.82M +190,426 +15%
ODA
128
One Degree Advisors
California
$50.4M +$2.01M +56,162 +4%
UBS Group
129
UBS Group
Switzerland
$49.8M -$5.8M -161,740 -10%
TWD
130
True Wealth Design
Ohio
$49.7M -$2.62M -73,134 -5%
GFA
131
Grunden Financial Advisory
Texas
$49.1M -$1.28M -35,831 -3%
MCM
132
Morton Capital Management
California
$48.5M +$3.54M +98,749 +8%
AC
133
Applied Capital
Arkansas
$47.2M +$2.11M +58,851 +5%
TCOTS
134
Trust Company of the South
North Carolina
$47M +$1.83M +51,171 +4%
WAN
135
Wealth Advisors Northwest
Oregon
$46.9M +$3.69M +102,897 +9%
EWA
136
EP Wealth Advisors
California
$46.6M -$6.07M -169,494 -12%
NWM
137
Northwest Wealth Management
Iowa
$46M -$897K -25,038 -2%
LFA
138
Lauterbach Financial Advisors
Texas
$45.4M +$4.05K +113 +0%
PCM
139
Passive Capital Management
Maryland
$44.6M +$2.57M +71,391 +6%
MHB
140
Midwest Heritage Bank
Iowa
$44.5M -$35.7K -997 -0.1%
ACM
141
Aspen Capital Management
Idaho
$43.8M +$1.56M +43,628 +4%
C1AG
142
Client 1st Advisory Group
Florida
$43.5M -$3.04M -84,901 -7%
VAG
143
Vannoy Advisory Group
Texas
$42.7M +$841K +23,475 +2%
MPW
144
MASECO Private Wealth
$42.5M +$42.5M +1,186,959 New
BAM
145
Bayshore Asset Management
Florida
$42.2M +$931K +25,980 +2%
CPWM
146
Cypress Point Wealth Management
Texas
$42.2M -$1.83M -50,984 -4%
CWM
147
Cherrydale Wealth Management
New Jersey
$41.9M +$262K +7,307 +0.6%
BWMG
148
Bannerman Wealth Management Group
Texas
$41.6M -$1.22M -33,909 -3%
RK
149
Rather & Kittrell
Tennessee
$41.4M -$329K -9,187 -0.8%
SCA
150
Strathmore Capital Advisors
North Carolina
$41.4M +$41.4M +1,135,804 New
4 5
6
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