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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 %
DWM
201
David Wealth Management
Virginia
$26.6M +$1.6M +44,625 +6%
BDWCC
202
B&D White Capital Company
Texas
$26.5M +$26.5M +739,089 New
PAM
203
Pacific Asset Management
Washington
$26.3M +$718K +20,034 +3%
CFA
204
Cahill Financial Advisors
Minnesota
$26M +$2.2M +61,382 +9%
EWM
205
Empirical Wealth Management
Washington
$26M -$344K -9,600 -1%
AFO
206
Aurelius Family Office
New Hampshire
$25.8M -$219K -6,119 -0.8%
VCM
207
Versant Capital Management
Arizona
$25.6M +$742K +20,699 +3%
QHA
208
Quarry Hill Advisors
Minnesota
$25.4M +$251K +6,998 +1%
AFG
209
ABLE Financial Group
Arizona
$25.2M -$7.55M -210,678 -23%
LAMC
210
Longview Asset Management (California)
California
$25.1M +$873K +24,357 +4%
ACA
211
American Capital Advisory
Idaho
$25.1M -$79.6K -2,220 -0.3%
BWA
212
Babb Wealth Advisors
Arizona
$25.1M +$699K +19,503 +3%
EWA
213
EverSource Wealth Advisors
Alabama
$25M +$4.77M +133,004 +24%
FFG
214
Fiduciary Financial Group
California
$24.4M +$1.5M +41,742 +7%
HIGP
215
Hill Investment Group Partners
Missouri
$24.3M -$12.6M -351,670 -34%
AF
216
Advisornet Financial
Minnesota
$23.7M +$1.46M +40,693 +7%
SFP
217
SwitchPoint Financial Planning
Utah
$23.7M -$652K -18,186 -3%
CCM
218
Cloud Capital Management
Washington
$23.5M -$1.66M -45,325 -7%
FA
219
Financial Alternatives
California
$22.2M +$173K +4,830 +0.8%
LFA
220
LifeGuide Financial Advisors
Pennsylvania
$22.1M +$287K +8,017 +1%
Northwestern Mutual Wealth Management
221
Northwestern Mutual Wealth Management
Wisconsin
$21.4M +$8.32M +232,150 +63%
FH
222
Financial Harvest
Florida
$21.2M +$21.2M +592,874 New
NEWAS
223
N.E.W. Advisory Services
Wisconsin
$21.2M -$1.64M -45,725 -7%
RCAG
224
Rehmann Capital Advisory Group
Michigan
$21.1M +$2.76M +76,992 +15%
GWM
225
Geneos Wealth Management
Colorado
$21.1M -$21.1M -589,021 -50%
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