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Dimensional US Core Equity 2 ETF
DFAC

Overview Fund Activity

1,011 hedge funds and large institutions have $28.1B invested in Dimensional US Core Equity 2 ETF in 2025 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 419 increasing their positions, 307 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,011
Holders Change
+25
Holders Change %
+2.54%
% of All Funds
13.57%
Holding in Top 10
255
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-1.16%
% of All Funds
3.42%
New
82
Increased
419
Reduced
307
Closed
35
Calls
$1.31M
Puts
$254K
Net Calls
+$1.06M
Net Calls Change
-$459K

Top Buyers

1
VAS
1
Vestmark Advisory Solutions
Massachusetts
$316M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$2.03B
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.97B
4
AC
4
AWM Capital
Arizona
$146M
5
FFM
5
Forum Financial Management
Illinois
$1.39B

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$36.5M
2
HFA
2
Hippocratic Financial Advisors
California
$10.1M
3
HFS
3
Heritage Financial Services
Massachusetts
$167M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$313M
5
FPAS
5
Focus Partners Advisor Solutions
Missouri
$558M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWA
176
Mills Wealth Advisors
Texas
$32.8M +$5.36M +149,528 +20%
GVAG
177
Great Valley Advisor Group
Delaware
$32.2M -$2.13M -59,466 -6%
CPCM
178
Cardinal Point Capital Management
Ontario, Canada
$31.6M +$1.34M +37,492 +4%
VPF
179
Vantage Point Financial
Illinois
$31M +$1.33M +37,236 +4%
Truist Financial
180
Truist Financial
North Carolina
$30.8M +$151K +4,212 +0.5%
SW
181
Simplicity Wealth
New Jersey
$30.5M +$10.8M +300,878 +55%
LWM
182
Liberty Wealth Management
California
$30.4M -$1.72M -48,012 -5%
CAPTRUST Financial Advisors
183
CAPTRUST Financial Advisors
North Carolina
$30.3M -$201K -5,617 -0.7%
JWM
184
JP Wealth Management
South Carolina
$30.2M -$471K -13,151 -2%
MWM
185
Momentous Wealth Management
Washington
$30.1M +$1.2M +33,488 +4%
PCM
186
Peirce Capital Management
Texas
$29.7M -$452K -12,618 -2%
LFS
187
Lutz Financial Services
Nebraska
$29.4M +$510K +14,216 +2%
UB
188
UMB Bank
Missouri
$29M -$45.3K -1,264 -0.2%
MG
189
MilWealth Group
Wisconsin
$28.9M +$437K +12,192 +2%
SW
190
Schulz Wealth
Texas
$28.5M +$2.17M +60,636 +8%
BWM
191
BCO Wealth Management
New Mexico
$28.5M +$637K +17,762 +2%
MG
192
Mather Group
Illinois
$28.4M -$1.45M -40,563 -5%
RFP
193
RCS Financial Planning
Maryland
$27.7M +$2.38M +66,463 +9%
SF
194
SageOak Financial
Oklahoma
$27.3M +$2.23M +62,185 +9%
RSWM
195
Robertson Stephens Wealth Management
California
$27.3M -$286K -7,985 -1%
HIA
196
HTG Investment Advisors
Connecticut
$27.3M +$286K +7,979 +1%
PFM
197
Phillips Financial Management
Indiana
$27.3M +$156K +4,360 +0.6%
AQR Capital Management
198
AQR Capital Management
Connecticut
$27.2M +$9.52M +265,599 +54%
HSG
199
Helen Stephens Group
Texas
$27M -$778K -21,698 -3%
NDWM
200
New Dimensions Wealth Management
Texas
$26.7M +$1.6M +44,477 +6%
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