DFAC icon

Dimensional US Core Equity 2 ETF
DFAC

Overview Fund Activity

820 hedge funds and large institutions have $22.2B invested in Dimensional US Core Equity 2 ETF in 2024 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 332 increasing their positions, 243 reducing their positions, and 30 closing their positions.

Holders
820
Holders Change
+26
Holders Change %
+3.27%
% of All Funds
11.93%
Holding in Top 10
202
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.5%
% of All Funds
2.94%
New
65
Increased
332
Reduced
243
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SC
1
Savant Capital
Illinois
$315M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$1.48B
3
ATI
3
ARK & TLK Investments
Oklahoma
$62.9M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.72B
5
AC
5
Apella Capital
Connecticut
$274M

Top Sellers

1
FFM
1
Forum Financial Management
Illinois
$1.2B
2
LNC
2
Lincoln National Corp
Pennsylvania
$0
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$319M
4
BSW
4
Buckingham Strategic Wealth
Missouri
$1.2B
5
GWM
5
Grand Wealth Management
Michigan
$71.8M
Name Market Value Shares Shares
Change 		Shares
Change %
RK
126
Rather & Kittrell
Tennessee
$39.1M 1,212,781 -7,026 -0.6%
BAM
127
Bayshore Asset Management
Florida
$38.7M 1,200,143 -2,492 -0.2%
VAG
128
Vannoy Advisory Group
Texas
$38.3M 1,187,573 -17,218 -1%
ODA
129
One Degree Advisors
California
$38.3M 1,186,460 +25,217 +2%
NWM
130
Northwest Wealth Management
Iowa
$38.1M 1,182,659 -18,071 -2%
AC
131
Applied Capital
Arkansas
$37.7M 1,170,758 +16,400 +1%
CWM
132
Cherrydale Wealth Management
New Jersey
$37.5M 1,162,508 +59,692 +5%
SFS
133
Sowell Financial Services
Arkansas
$37.4M 1,161,394 +28,407 +3%
SPWM
134
Straight Path Wealth Management
Michigan
$37M 1,149,052 +123,938 +12%
MCM
135
Morton Capital Management
California
$36.7M 1,138,774 +75,972 +7%
TCOTS
136
Trust Company of the South
North Carolina
$36.6M 1,135,628 -9,569 -0.8%
MHB
137
Midwest Heritage Bank
Iowa
$35.8M 1,111,322 +27,542 +3%
GVAG
138
Great Valley Advisor Group
Delaware
$35.5M 1,102,237 +29,628 +3%
RLIM
139
Red Lighthouse Investment Management
New York
$35.4M 1,097,284 -197 -0%
DWM
140
Diversify Wealth Management
Utah
$35.1M 1,130,242 +1,130,242 New
WA
141
Wealthstream Advisors
New York
$34.2M 1,059,316 +53,350 +5%
NRWA
142
North Ridge Wealth Advisors
Oregon
$33.8M 1,049,436 +22,160 +2%
SW
143
Simplicity Wealth
New Jersey
$33.6M 1,042,340 +1,024,248 +5,661%
DAS
144
Dynamic Advisor Solutions
Arizona
$33M 1,024,258 +327,324 +47%
FS
145
Financial Symmetry
North Carolina
$33M 1,023,441 +70,346 +7%
EH
146
Equitable Holdings
New York
$32.6M 1,010,610 +50,915 +5%
DWM
147
Dopkins Wealth Management
New York
$32.2M 997,373 -30,868 -3%
EWA
148
EP Wealth Advisors
California
$32.1M 994,264 +2,733 +0.3%
CPIG
149
Chicago Partners Investment Group
Illinois
$32M 972,400 -187,381 -16%
CPWM
150
Cypress Point Wealth Management
Texas
$32M 991,735 +29,592 +3%
4 5
6
7 8