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Dimensional US Core Equity 2 ETF
DFAC

Overview Fund Activity

794 hedge funds and large institutions have $21.2B invested in Dimensional US Core Equity 2 ETF in 2024 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 347 increasing their positions, 207 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
794
Holders Change
+34
Holders Change %
+4.47%
% of All Funds
11.51%
Holding in Top 10
201
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+1.52%
% of All Funds
2.91%
New
70
Increased
347
Reduced
207
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FPAS
Focus Partners Advisor Solutions
Missouri
$404M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
$1.44B
3
GM
GeoWealth Management
Illinois
$91.2M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.66B
5
SIM
Stratos Investment Management
Ohio
$47.2M

Top Sellers

1
MHS
M Holdings Securities
Oregon
$573K
2
PCA
Prosperity Capital Advisors
Ohio
$82M
3
MSWM
McGlone Suttner Wealth Management
Wisconsin
$111M
4
FFM
Forum Financial Management
Illinois
$1.26B
5
SC
Savant Capital
Illinois
$171M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
126
Bayshore Asset Management
Florida
$38.4M -$1.44M -45,221 -4%
NWM
127
Northwest Wealth Management
Iowa
$38.4M -$84.3K -2,639 -0.2%
CCMI
128
Creative Capital Management Investments
California
$37.7M +$4.46M +139,578 +13%
ODA
129
One Degree Advisors
California
$37.1M +$406K +12,714 +1%
AC
130
Applied Capital
Arkansas
$36.9M +$1.28M +40,020 +4%
TCOTS
131
Trust Company of the South
North Carolina
$36.6M +$3.81M +119,334 +12%
SFS
132
Sowell Financial Services
Arkansas
$36.2M +$30.2M +945,765 +505%
GWS
133
Glassman Wealth Services
Virginia
$35.9M +$2.09M +65,356 +6%
CPIG
134
Chicago Partners Investment Group
Illinois
$35.6M -$12.1M -393,198 -25%
CWM
135
Cherrydale Wealth Management
New Jersey
$35.2M -$174K -5,458 -0.5%
RLIM
136
Red Lighthouse Investment Management
New York
$35.1M -$600K -18,771 -2%
MHB
137
Midwest Heritage Bank
Iowa
$34.6M +$6.25M +195,580 +22%
GVAG
138
Great Valley Advisor Group
Delaware
$34.3M +$357K +11,165 +1%
MCM
139
Morton Capital Management
California
$34M +$2.11M +66,100 +7%
FW
140
FirstPurpose Wealth
Utah
$33.4M +$39.2K +1,256 +0.1%
DWM
141
Dopkins Wealth Management
New York
$32.9M +$2.63M +82,229 +9%
NRWA
142
North Ridge Wealth Advisors
Oregon
$32.8M +$1.46M +45,567 +5%
SPWM
143
Straight Path Wealth Management
Michigan
$32.8M +$1.67M +52,128 +5%
WA
144
Wealthstream Advisors
New York
$32.1M +$1.07M +33,353 +3%
EWA
145
EP Wealth Advisors
California
$31.7M +$258K +8,090 +0.8%
CPWM
146
Cypress Point Wealth Management
Texas
$30.7M +$10.2M +319,216 +50%
EH
147
Equitable Holdings
New York
$30.7M +$518K +16,214 +2%
FS
148
Financial Symmetry
North Carolina
$30.5M +$810K +25,355 +3%
DPW
149
DiNuzzo Private Wealth
Pennsylvania
$30.1M +$353K +11,041 +1%
TWA
150
Trellis Wealth Advisors
California
$29.8M +$905K +28,328 +3%
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