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Dimensional US Core Equity 2 ETF
DFAC

Overview Fund Activity

986 hedge funds and large institutions have $25.6B invested in Dimensional US Core Equity 2 ETF in 2025 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 405 increasing their positions, 314 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
986
Holders Change
-3
Holders Change %
-0.3%
% of All Funds
13.4%
Holding in Top 10
258
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-1.15%
% of All Funds
3.51%
New
62
Increased
405
Reduced
314
Closed
41
Calls
$1.54M
Puts
$20K
Net Calls
+$1.52M
Net Calls Change
+$133K

Top Buyers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$1.77B
2
IA
2
Integrity Alliance
Iowa
$72.3M
3
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$1.33B
4
Osaic Holdings
4
Osaic Holdings
Arizona
$131M
5
AC
5
Apella Capital
Connecticut
$376M

Top Sellers

1
CW
1
Curio Wealth
Maryland
$4.31M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.72B
3
HIGP
3
Hill Investment Group Partners
Missouri
$34M
4
EP
4
Essential Planning
New Hampshire
$2.91M
5
SIM
5
Stratos Investment Management
Ohio
$109M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
126
Cambridge Investment Research Advisors
Iowa
$46.6M -$594K -17,998 -1%
GFA
127
Grunden Financial Advisory
Texas
$46.4M -$1.52M -46,175 -3%
WAP
128
Wealthcare Advisory Partners
Pennsylvania
$45.8M +$22.5M +681,936 +96%
GWS
129
Glassman Wealth Services
Virginia
$45.6M +$1.45M +43,989 +3%
MML Investors Services
130
MML Investors Services
Massachusetts
$45.1M -$2.7M -81,793 -6%
ODA
131
One Degree Advisors
California
$44.5M +$2.58M +78,185 +6%
SPWM
132
Straight Path Wealth Management
Michigan
$43.7M +$2.69M +81,687 +7%
NWM
133
Northwest Wealth Management
Iowa
$43.2M +$1.3M +39,375 +3%
C1AG
134
Client 1st Advisory Group
Florida
$42.9M -$667K -20,213 -2%
LFA
135
Lauterbach Financial Advisors
Texas
$41.8M -$528K -16,017 -1%
TCOTS
136
Trust Company of the South
North Carolina
$41.5M +$1.84M +55,756 +5%
AC
137
Applied Capital
Arkansas
$41.5M +$959K +29,065 +2%
MCM
138
Morton Capital Management
California
$41.3M +$1.16M +35,222 +3%
BPA
139
Beacon Pointe Advisors
California
$41.3M -$631K -19,135 -2%
MHB
140
Midwest Heritage Bank
Iowa
$41M +$3.71M +112,469 +10%
RCI
141
RS Crum Inc
California
$40.9M -$963K -29,183 -2%
FS
142
Financial Symmetry
North Carolina
$40.6M +$3.95M +119,594 +11%
CPWM
143
Cypress Point Wealth Management
Texas
$40.5M +$3.46M +104,871 +9%
WAN
144
Wealth Advisors Northwest
Oregon
$39.7M +$2.77M +83,848 +7%
GWM
145
Geneos Wealth Management
Colorado
$39.4M +$20.5M +613,350 +108%
BWMG
146
Bannerman Wealth Management Group
Texas
$39.4M +$331K +10,039 +0.8%
ACM
147
Aspen Capital Management
Idaho
$38.9M +$38.9M +1,179,209 New
VAG
148
Vannoy Advisory Group
Texas
$38.5M +$432K +13,100 +1%
PCM
149
Passive Capital Management
Maryland
$38.5M +$5.1M +154,550 +15%
RK
150
Rather & Kittrell
Tennessee
$38.4M -$310K -9,390 -0.8%
4 5
6
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