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Dimensional US Core Equity 2 ETF
DFAC

Overview Fund Activity

989 hedge funds and large institutions have $26.5B invested in Dimensional US Core Equity 2 ETF in 2024 Q4 according to their latest regulatory filings, with 172 funds opening new positions, 332 increasing their positions, 284 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
989
Holders Change
+137
Holders Change %
+16.08%
% of All Funds
13.17%
Holding in Top 10
261
Holding in Top 10 Change
+53
Holding in Top 10 Change %
+25.48%
% of All Funds
3.48%
New
172
Increased
332
Reduced
284
Closed
18
Calls
$1.38M
Puts
–
Net Calls
+$1.38M
Net Calls Change
-$1.22M

Top Buyers

1
EP
Essential Planning
New Hampshire
$139M
2
FPAS
Focus Partners Advisor Solutions
Missouri
$557M
3
GM
GeoWealth Management
Illinois
$186M
4
AC
Apella Capital
Connecticut
$367M
5
SIM
Stratos Investment Management
Ohio
$167M

Top Sellers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
$1.61B
2
UBS Group
UBS Group
Switzerland
$54.9M
3
SFS
Sowell Financial Services
Arkansas
$5.53M
4
SC
Savant Capital
Illinois
$305M
5
HSG
Helen Stephens Group
Texas
$27M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
126
Cambridge Investment Research Advisors
Iowa
$49.5M -$17.3M -501,214 -26%
CCMI
127
Creative Capital Management Investments
California
$49.3M +$628K +18,154 +1%
EA
128
Efficient Advisors
Ohio
$48.8M -$33.9K -979 -0.1%
GWS
129
Glassman Wealth Services
Virginia
$46.3M +$1.83M +52,956 +4%
C1AG
130
Client 1st Advisory Group
Florida
$45.6M +$93.4K +2,699 +0.2%
ODA
131
One Degree Advisors
California
$45.4M +$1.2M +33,556 +3%
LFA
132
Lauterbach Financial Advisors
Texas
$44.4M -$533K -15,404 -1%
BPA
133
Beacon Pointe Advisors
California
$43.9M -$6.13M -177,260 -12%
NWM
134
Northwest Wealth Management
Iowa
$43.9M +$576K +16,666 +1%
RCI
135
RS Crum Inc
California
$43.8M +$996K +28,802 +2%
PWM
136
Parkshore Wealth Management
California
$43.1M +$43.1M +1,245,998 New
SPWM
137
Straight Path Wealth Management
Michigan
$43M +$1.19M +34,531 +3%
AC
138
Applied Capital
Arkansas
$42.5M +$307K +8,888 +0.7%
MCM
139
Morton Capital Management
California
$42.1M +$913K +26,392 +2%
AWM
140
Austin Wealth Management
Texas
$41.7M -$2.38M -67,088 -5%
WAM
141
WNY Asset Management
New York
$41.7M +$4.3M +124,362 +12%
TCOTS
142
Trust Company of the South
North Carolina
$41.6M +$687K +19,870 +2%
BWMG
143
Bannerman Wealth Management Group
Texas
$41M +$41M +1,184,738 New
EWA
144
EP Wealth Advisors
California
$40.9M +$7.13M +206,240 +21%
RK
145
Rather & Kittrell
Tennessee
$40.6M -$448K -12,950 -1%
CWM
146
Cherrydale Wealth Management
New Jersey
$40.2M +$168K +4,868 +0.4%
VAG
147
Vannoy Advisory Group
Texas
$39.9M -$993K -28,718 -2%
BAM
148
Bayshore Asset Management
Florida
$39.4M -$575K -16,611 -1%
MHB
149
Midwest Heritage Bank
Iowa
$39.1M +$175K +5,073 +0.5%
CPWM
150
Cypress Point Wealth Management
Texas
$38.8M +$3.44M +99,386 +10%
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