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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
SWM
3
Soundmark Wealth Management
Washington
$0
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$319M
5
BSW
5
Buckingham Strategic Wealth
Missouri
$1.2B
Name Market Value Shares Shares
Change 		Shares
Change %
MWM
151
Mattern Wealth Management
Kansas
$31.9M 988,351 +525,773 +114%
TWA
152
Trellis Wealth Advisors
California
$31.1M 965,666 +33,323 +4%
PCM
153
Passive Capital Management
Maryland
$30.8M 954,883 +165,108 +21%
RIM
154
Rockbridge Investment Management
New York
$30M 930,243 +77,487 +9%
DPW
155
DiNuzzo Private Wealth
Pennsylvania
$29.7M 921,273 -19,512 -2%
IA
156
IFG Advisory
Georgia
$29.7M 921,018 +30,628 +3%
MG
157
Mather Group
Illinois
$29.4M 920,664 -12,998 -1%
AHL
158
Abel Hall LLC
Louisiana
$29.3M 907,411 +84,568 +10%
WP
159
WMS Partners
Maryland
$29.2M 904,966 -5,830 -0.6%
PWMG
160
Private Wealth Management Group
New Jersey
$29.1M 902,922 +8,426 +0.9%
LWM
161
Liberty Wealth Management
California
$28.9M 1,691,387 +786,938 +87%
Truist Financial
162
Truist Financial
North Carolina
$28.8M 893,171 +88,883 +11%
SIMC
163
Squire Investment Management Company
Utah
$28.6M 888,614 +41,807 +5%
PCM
164
Peirce Capital Management
Texas
$28.5M 883,125 +52,621 +6%
WG
165
Watchman Group
Texas
$28.4M 879,979 +12,489 +1%
WAM
166
WNY Asset Management
New York
$28.2M 873,351 +750,213 +609%
DWA
167
Delap Wealth Advisory
Oregon
$27.6M 855,696 +395,299 +86%
PFM
168
Phillips Financial Management
Indiana
$27.5M 851,655 -38,775 -4%
WWP
169
Walden Wealth Partners
Ohio
$27.1M 840,299 -2,538 -0.3%
UB
170
UMB Bank
Missouri
$26.5M 821,558 – –
CAPTRUST Financial Advisors
171
CAPTRUST Financial Advisors
North Carolina
$25.7M 796,783 -3,735 -0.5%
RSWM
172
Robertson Stephens Wealth Management
California
$25.5M 790,816 -73,007 -8%
LFS
173
Lutz Financial Services
Nebraska
$24.7M 767,118 +15,861 +2%
QHA
174
Quarry Hill Advisors
Minnesota
$24.5M 761,232 +54,371 +8%
RFP
175
Root Financial Partners
California
$24.1M 746,498 +23,331 +3%
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7
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