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Dimensional US Core Equity 2 ETF
DFAC

Overview Fund Activity

990 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
990
Holders Change
+138
Holders Change %
+16.2%
% of All Funds
13.18%
Holding in Top 10
261
Holding in Top 10 Change
+53
Holding in Top 10 Change %
+25.48%
% of All Funds
3.47%
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
+$137M
2
FPAS
Focus Partners Advisor Solutions
Missouri
+$103M
3
GM
GeoWealth Management
Illinois
+$101M
4
AC
Apella Capital
Connecticut
+$61.9M
5
SIM
Stratos Investment Management
Ohio
+$58.4M

Top Sellers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$124M
2
UBS Group
UBS Group
Switzerland
-$57.5M
3
SFS
Sowell Financial Services
Arkansas
-$34.1M
4
SC
Savant Capital
Illinois
-$28.7M
5
HSG
Helen Stephens Group
Texas
-$25.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
MG
176
Mather Group
Illinois
$29.3M -$940K -27,172 -3%
PCM
177
Peirce Capital Management
Texas
$29.1M -$670K -19,360 -2%
JWM
178
JP Wealth Management
South Carolina
$29M +$29M +838,892 New
CAPTRUST Financial Advisors
179
CAPTRUST Financial Advisors
North Carolina
$29M +$1.33M +38,579 +5%
Truist Financial
180
Truist Financial
North Carolina
$28.6M -$2.9M -83,905 -9%
SCA
181
Strathmore Capital Advisors
North Carolina
$28.4M +$28.4M +820,214 New
UB
182
UMB Bank
Missouri
$28M -$369K -10,674 -1%
WC
183
Wolfstich Capital
Massachusetts
$27.9M +$27.9M +805,473 New
FWM
184
FMB Wealth Management
California
$27.8M +$2.36M +68,100 +9%
PFM
185
Phillips Financial Management
Indiana
$27.6M -$962K -27,813 -3%
MG
186
MilWealth Group
Wisconsin
$27.6M +$15.8M +457,680 +135%
PF
187
Parker Financial
Washington
$27M +$5.53M +162,361 +26%
HSG
188
Helen Stephens Group
Texas
$27M -$25.9M -747,439 -49%
RFP
189
Root Financial Partners
California
$26.9M -$1.02M -29,370 -4%
LFS
190
Lutz Financial Services
Nebraska
$26.7M +$68.4K +1,977 +0.3%
RSWM
191
Robertson Stephens Wealth Management
California
$26.7M -$412K -11,906 -2%
CPCM
192
Cardinal Point Capital Management
Ontario, Canada
$26.3M +$1.56M +45,179 +6%
VPF
193
Vantage Point Financial
Illinois
$26.2M +$26.2M +757,246 New
EWM
194
Empirical Wealth Management
Washington
$26.1M +$304K +8,801 +1%
RWM
195
Riverchase Wealth Management
Texas
$25.7M +$25.7M +741,806 New
HIA
196
HTG Investment Advisors
Connecticut
$25.6M +$718K +20,744 +3%
MWM
197
Momentous Wealth Management
Washington
$25.4M +$25.4M +734,630 New
AFO
198
Aurelius Family Office
New Hampshire
$25M +$25M +724,019 New
PAM
199
Pacific Asset Management
Washington
$24.9M +$24.9M +721,137 New
BWM
200
BCO Wealth Management
New Mexico
$24.8M +$24.8M +717,246 New
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