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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 %
DAS
176
Dynamic Advisor Solutions
Arizona
$22.3M +$1.46M +45,567 +7%
VCM
177
Versant Capital Management
Arizona
$22.1M -$127K -3,988 -0.6%
MRWM
178
ML&R Wealth Management
Texas
$22M -$5.02M -157,134 -19%
HIA
179
HTG Investment Advisors
Connecticut
$21.9M +$1.48M +46,470 +7%
TW
180
Trajan Wealth
Arizona
$21.9M +$21.9M +683,984 New
FWM
181
FMB Wealth Management
California
$20.5M +$369K +11,540 +2%
CFA
182
Cahill Financial Advisors
Minnesota
$20.3M +$1.91M +59,846 +10%
NEWAS
183
N.E.W. Advisory Services
Wisconsin
$19.9M +$98.1K +3,071 +0.5%
LFGO
184
Legacy Financial Group (Oklahoma)
Oklahoma
$19.5M +$61.8K +1,933 +0.3%
WAP
185
Wealthcare Advisory Partners
Pennsylvania
$19.4M +$11.8K +368 +0.1%
DWS
186
Discipline Wealth Solutions
South Carolina
$19.4M +$2.29M +72,100 +13%
PCIA
187
Prime Capital Investment Advisors
Kansas
$19.3M -$285K -8,924 -1%
MWA
188
Mills Wealth Advisors
Texas
$19.3M +$94.9K +2,970 +0.5%
Focus Partners Wealth
189
Focus Partners Wealth
Massachusetts
$19.1M +$1.36M +42,508 +8%
FA
190
Financial Alternatives
California
$19.1M +$1.2M +37,426 +7%
CIAS
191
CFS Investment Advisory Services
New Jersey
$19.1M -$337K -10,553 -2%
APP
192
Avantax Planning Partners
Iowa
$18.6M +$18.6M +582,527 New
RCAG
193
Rehmann Capital Advisory Group
Michigan
$17.8M +$1.43M +44,881 +9%
IAG
194
Investment Advisory Group
Massachusetts
$17.7M +$647K +20,237 +4%
RFP
195
RCS Financial Planning
Maryland
$16.8M -$3.66M -114,552 -18%
CFO
196
CVA Family Office
Colorado
$16.7M +$17K +533 +0.1%
PFG
197
Pinnacle Financial Group
Illinois
$16.3M +$1.54M +48,185 +10%
BCI
198
Brinker Capital Investments
Pennsylvania
$16.2M +$842K +26,365 +5%
OPS
199
Orion Portfolio Solutions
Nebraska
$16.2M +$842K +26,365 +5%
HWM
200
Hemington Wealth Management
Virginia
$16M -$2.21M -69,310 -12%
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8
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