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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 %
WAN
151
Wealth Advisors Northwest
Oregon
$38.8M +$38.8M +1,120,522 New
FS
152
Financial Symmetry
North Carolina
$38.4M +$2.25M +65,059 +6%
VFP
153
Vested Financial Planning
California
$38M +$38M +1,099,986 New
RLIM
154
Red Lighthouse Investment Management
New York
$37.6M -$299K -8,633 -0.8%
DAS
155
Dynamic Advisor Solutions
Arizona
$37.6M +$860K +24,859 +2%
EH
156
Equitable Holdings
New York
$37.1M +$293K +8,470 +0.8%
PWM
157
PBMares Wealth Management
Virginia
$37.1M +$456K +13,190 +1%
NRWA
158
North Ridge Wealth Advisors
Oregon
$36.4M -$768K -22,195 -2%
BGWM
159
Bridge Generations Wealth Management
Florida
$35.7M +$35.7M +1,030,895 New
TWA
160
Trellis Wealth Advisors
California
$35.1M +$513K +14,841 +1%
PCM
161
Passive Capital Management
Maryland
$35M +$1.02M +29,462 +3%
CPIG
162
Chicago Partners Investment Group
Illinois
$33.2M -$71.7K -2,058 -0.2%
VF
163
Vestment Financial
Minnesota
$33.1M +$33.1M +953,698 New
DWM
164
Dopkins Wealth Management
New York
$32.9M +$2.68M +77,481 +9%
GVAG
165
Great Valley Advisor Group
Delaware
$32.4M -$6.12M -176,819 -16%
IA
166
IFG Advisory
Georgia
$32.4M +$798K +23,067 +3%
SIMC
167
Squire Investment Management Company
Utah
$32.2M +$934K +27,000 +3%
PWMG
168
Private Wealth Management Group
New Jersey
$31.8M +$189K +5,476 +0.6%
AHL
169
Abel Hall LLC
Louisiana
$31.6M -$35.9K -1,038 -0.1%
LWM
170
Liberty Wealth Management
California
$31.4M -$168K -4,864 -0.5%
WG
171
Watchman Group
Texas
$31.2M -$401K -11,594 -1%
WP
172
WMS Partners
Maryland
$31M -$18.5K -534 -0.1%
AWMNY
173
Arcadia Wealth Management (New York)
New York
$30.7M +$30.7M +888,650 New
DPW
174
DiNuzzo Private Wealth
Pennsylvania
$30.4M -$1.44M -41,610 -5%
DWS
175
Discipline Wealth Solutions
South Carolina
$30.3M +$2.99M +86,443 +11%
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