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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 %
WP
151
WMS Partners
Maryland
$29.1M -$77.7K -2,433 -0.3%
LWM
152
Liberty Wealth Management
California
$28.9M -$915K -28,632 -3%
PWMG
153
Private Wealth Management Group
New Jersey
$28.6M +$3.62M +113,340 +15%
PFM
154
Phillips Financial Management
Indiana
$28.4M -$3.29M -103,102 -10%
IA
155
IFG Advisory
Georgia
$28.4M -$521K -16,295 -2%
WG
156
Watchman Group
Texas
$27.7M +$473K +14,809 +2%
RSWM
157
Robertson Stephens Wealth Management
California
$27.6M -$146K -4,569 -0.5%
MG
158
Mather Group
Illinois
$27.3M – – –
RIM
159
Rockbridge Investment Management
New York
$27.2M +$2.47M +77,455 +10%
SIMC
160
Squire Investment Management Company
Utah
$27.1M +$2.71M +84,895 +11%
PCM
161
Peirce Capital Management
Texas
$26.5M +$1.61M +50,359 +6%
WWP
162
Walden Wealth Partners
Ohio
$26.4M +$1.36M +43,441 +5%
AHL
163
Abel Hall LLC
Louisiana
$26.3M +$847K +26,509 +3%
UB
164
UMB Bank
Missouri
$26.2M -$52.4K -1,641 -0.2%
Truist Financial
165
Truist Financial
North Carolina
$25.7M -$150K -4,706 -0.6%
CAPTRUST Financial Advisors
166
CAPTRUST Financial Advisors
North Carolina
$25.6M -$975K -30,515 -4%
SWM
167
Soundmark Wealth Management
Washington
$25.3M +$464K +14,508 +2%
PCM
168
Passive Capital Management
Maryland
$25.2M +$870K +27,234 +4%
EWM
169
Empirical Wealth Management
Washington
$25.1M +$205K +6,411 +0.8%
LFS
170
Lutz Financial Services
Nebraska
$24M +$1.97M +61,810 +9%
RFP
171
Root Financial Partners
California
$23.1M -$1.03M -32,233 -4%
Morgan Stanley
172
Morgan Stanley
New York
$22.8M -$18M -562,969 -44%
QHA
173
Quarry Hill Advisors
Minnesota
$22.6M +$588K +18,405 +3%
KAM
174
Kraft Asset Management
Tennessee
$22.6M -$533K -16,673 -2%
SW
175
Schulz Wealth
Texas
$22.3M +$2.96M +92,589 +15%
5 6
7
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