DFAC icon

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 %
CWM
151
Cherrydale Wealth Management
New Jersey
$38.4M +$58.4K +1,769 +0.2%
BAM
152
Bayshore Asset Management
Florida
$38M +$367K +11,131 +1%
DAS
153
Dynamic Advisor Solutions
Arizona
$37.1M +$1.27M +38,583 +4%
WAM
154
WNY Asset Management
New York
$36.1M -$3.63M -109,889 -9%
NRWA
155
North Ridge Wealth Advisors
Oregon
$36M +$1.36M +41,137 +4%
EH
156
Equitable Holdings
New York
$35.5M +$198K +6,010 +0.6%
RLIM
157
Red Lighthouse Investment Management
New York
$35.1M +$328K +10,263 +0.9%
AWM
158
Austin Wealth Management
Texas
$34.7M -$2.94M -91,999 -8%
BGWM
159
Bridge Generations Wealth Management
Florida
$34.4M +$385K +11,683 +1%
VFP
160
Vested Financial Planning
California
$34.3M -$1.96M -59,353 -5%
HIGP
161
Hill Investment Group Partners
Missouri
$34M -$130M -3,927,075 -79%
PWM
162
PBMares Wealth Management
Virginia
$32.9M -$2.41M -73,176 -7%
TWA
163
Trellis Wealth Advisors
California
$32.6M -$918K -27,813 -3%
VF
164
Vestment Financial
Minnesota
$32.3M +$689K +20,781 +2%
AHL
165
Abel Hall LLC
Louisiana
$32.2M +$2.07M +62,853 +7%
SIMC
166
Squire Investment Management Company
Utah
$32.1M +$1.39M +42,201 +5%
GVAG
167
Great Valley Advisor Group
Delaware
$31.6M +$701K +21,263 +2%
IA
168
IFG Advisory
Georgia
$31.5M +$644K +19,519 +2%
Cetera Investment Advisers
169
Cetera Investment Advisers
Illinois
$31.4M -$35.5M -1,077,136 -53%
DWM
170
Dopkins Wealth Management
New York
$31.3M -$108K -3,268 -0.3%
PWMG
171
Private Wealth Management Group
New Jersey
$30.5M +$162K +4,908 +0.5%
HWM
172
HB Wealth Management
Georgia
$30.3M +$29.5M +892,914 +3,392%
CPIG
173
Chicago Partners Investment Group
Illinois
$30.3M -$930K -28,342 -3%
AFG
174
ABLE Financial Group
Arizona
$30.1M +$30.1M +913,854 New
AWMNY
175
Arcadia Wealth Management (New York)
New York
$30M +$707K +21,435 +2%
5 6
7
8 9