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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 %
DWS
176
Discipline Wealth Solutions
South Carolina
$30M +$1.1M +33,226 +4%
LWM
177
Liberty Wealth Management
California
$29.6M -$366K -11,071 -1%
DPW
178
DiNuzzo Private Wealth
Pennsylvania
$29.5M +$451K +13,683 +2%
LRIA
179
Leonard Rickey Investment Advisors
Washington
$29.3M +$29M +923,797 +10,982%
WG
180
Watchman Group
Texas
$29.1M -$708K -21,469 -2%
JWM
181
JP Wealth Management
South Carolina
$28.2M +$570K +17,277 +2%
FWM
182
FMB Wealth Management
California
$28.2M +$1.69M +51,086 +6%
Truist Financial
183
Truist Financial
North Carolina
$28.2M +$912K +27,659 +3%
CAPTRUST Financial Advisors
184
CAPTRUST Financial Advisors
North Carolina
$28.1M +$449K +13,602 +2%
PF
185
Parker Financial
Washington
$28M +$1.84M +55,819 +7%
CPCM
186
Cardinal Point Capital Management
Ontario, Canada
$27.8M +$2.73M +82,776 +11%
PCM
187
Peirce Capital Management
Texas
$27.7M +$8.31K +252 +0%
MG
188
Mather Group
Illinois
$27.5M -$479K -14,520 -2%
VPF
189
Vantage Point Financial
Illinois
$27.3M +$2.35M +71,136 +9%
UB
190
UMB Bank
Missouri
$26.8M – – –
MWM
191
Momentous Wealth Management
Washington
$26.6M +$2.38M +72,094 +10%
LFS
192
Lutz Financial Services
Nebraska
$26.6M +$1.1M +33,347 +4%
WC
193
Wolfstich Capital
Massachusetts
$26.6M – – –
MG
194
MilWealth Group
Wisconsin
$26.2M -$56.1K -1,699 -0.2%
BWM
195
BCO Wealth Management
New Mexico
$25.6M +$1.98M +59,884 +8%
HSG
196
Helen Stephens Group
Texas
$25.6M -$206K -6,233 -0.8%
RSWM
197
Robertson Stephens Wealth Management
California
$25.4M -$22.4K -680 -0.1%
MWA
198
Mills Wealth Advisors
Texas
$25.3M +$1.9M +57,453 +8%
PFM
199
Phillips Financial Management
Indiana
$25M -$1.35M -40,845 -5%
HIA
200
HTG Investment Advisors
Connecticut
$24.9M +$421K +12,759 +2%
6 7
8
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