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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 %
LFA
201
LifeGuide Financial Advisors
Pennsylvania
$16M +$225K +7,052 +1%
SRCM
202
Signature Resources Capital Management
California
$15.8M -$553K -18,931 -3%
CAM
203
Cresset Asset Management
Illinois
$15.5M – – –
ACA
204
American Capital Advisory
Idaho
$15.5M -$1.48M -57,919 -9%
FWP
205
Firethorn Wealth Partners
Georgia
$15.4M +$43.5K +1,363 +0.3%
CPCM
206
Cardinal Point Capital Management
Ontario, Canada
$15.2M +$14.5M +452,330 +2,044%
MWM
207
Mattern Wealth Management
Kansas
$14.8M +$226K +7,070 +2%
HWM
208
Hassell Wealth Management
Louisiana
$14.8M -$192K -6,251 -1%
KMWM
209
Keudell/Morrison Wealth Management
Oregon
$14.7M -$481K -15,041 -3%
DWA
210
Delap Wealth Advisory
Oregon
$14.7M +$1.13M +35,225 +8%
CWM
211
Cahill Wealth Management
Michigan
$14.3M +$774K +24,217 +6%
EWA
212
EverSource Wealth Advisors
Alabama
$13.7M +$1.78M +58,328 +15%
MFG
213
Merit Financial Group
Georgia
$13.2M -$483K -15,565 -4%
Stifel Financial
214
Stifel Financial
Missouri
$12.8M -$976K -30,556 -7%
RFC
215
Regions Financial Corp
Alabama
$12.4M -$63.4K -1,985 -0.5%
SC
216
Schubert & Co
Texas
$12.4M +$276K +8,631 +2%
RA
217
RFG Advisory
Alabama
$12.3M +$1.07M +33,618 +10%
IAN
218
Integrated Advisors Network
Texas
$12M -$177K -5,526 -1%
CAN
219
Cetera Advisor Networks
California
$12M +$523K +16,379 +5%
GWWM
220
Great Waters Wealth Management
Minnesota
$11.7M -$504K -15,781 -4%
SFA
221
Sequoia Financial Advisors
Ohio
$11.7M -$311K -9,725 -3%
AW
222
Avion Wealth
Texas
$11.6M -$129K -4,044 -1%
CCA
223
Cravens & Co Advisors
Tennessee
$11.5M +$143K +4,475 +1%
CTWM
224
Cherry Tree Wealth Management
Minnesota
$11.3M -$94K -2,943 -0.8%
WAG
225
Winthrop Advisory Group
Massachusetts
$11.2M -$251K -7,847 -2%
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9
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