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Dimensional US Core Equity 2 ETF
DFAC

Overview Fund Activity

820 hedge funds and large institutions have $22.2B invested in Dimensional US Core Equity 2 ETF in 2024 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 332 increasing their positions, 243 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
820
Holders Change
+26
Holders Change %
+3.27%
% of All Funds
11.93%
Holding in Top 10
202
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.5%
% of All Funds
2.94%
New
65
Increased
332
Reduced
243
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SC
1
Savant Capital
Illinois
$315M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$1.48B
3
ATI
3
ARK & TLK Investments
Oklahoma
$62.9M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.72B
5
AC
5
Apella Capital
Connecticut
$274M

Top Sellers

1
FFM
1
Forum Financial Management
Illinois
$1.2B
2
LNC
2
Lincoln National Corp
Pennsylvania
$0
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$319M
4
BSW
4
Buckingham Strategic Wealth
Missouri
$1.2B
5
GWM
5
Grand Wealth Management
Michigan
$71.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCI
201
Brinker Capital Investments
Pennsylvania
$18M +$1.7M +52,789 +10%
IAG
202
Investment Advisory Group
Massachusetts
$17.9M +$39.4K +1,223 +0.2%
FFG
203
Fiduciary Financial Group
California
$17.8M +$17.8M +524,427 New
PFG
204
Pinnacle Financial Group
Illinois
$17M +$482K +14,964 +3%
LFA
205
LifeGuide Financial Advisors
Pennsylvania
$16.1M +$3.13K +97 +0%
CFO
206
CVA Family Office
Colorado
$16.1M -$773K -23,990 -5%
CWM
207
Cahill Wealth Management
Michigan
$15.7M +$1.35M +41,982 +9%
FWP
208
Firethorn Wealth Partners
Georgia
$15.7M +$227K +7,048 +1%
HWM
209
Hassell Wealth Management
Louisiana
$15.6M -$183K -5,568 -1%
KMWM
210
Keudell/Morrison Wealth Management
Oregon
$15.6M +$749K +23,225 +5%
CAM
211
Cresset Asset Management
Illinois
$15.5M -$209K -6,492 -1%
HWM
212
Hemington Wealth Management
Virginia
$15.3M -$846K -26,246 -5%
EWA
213
EverSource Wealth Advisors
Alabama
$15.2M +$230K +6,907 +2%
PF
214
Parker Financial
Washington
$13.7M +$4.57M +142,057 +50%
GWM
215
Geneos Wealth Management
Colorado
$13.7M +$10.2M +316,670 +292%
MFG
216
Merit Financial Group
Georgia
$13.6M -$67.7K -2,100 -0.5%
SP
217
Symmetry Partners
Connecticut
$13.4M +$8.74M +271,164 +186%
Morgan Stanley
218
Morgan Stanley
New York
$13.4M -$9.59M -297,542 -42%
Stifel Financial
219
Stifel Financial
Missouri
$13.1M +$207K +6,433 +2%
CCA
220
Cravens & Co Advisors
Tennessee
$12.9M +$1.34M +41,595 +12%
PCIA
221
Prime Capital Investment Advisors
Kansas
$12.8M -$6.68M -207,286 -34%
RA
222
RFG Advisory
Alabama
$12.6M +$175K +5,437 +1%
KOMWMG
223
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$12.5M +$1.37M +42,550 +12%
SC
224
Schubert & Co
Texas
$12.4M – – –
RFC
225
Regions Financial Corp
Alabama
$12.2M -$305K -9,455 -2%
7 8
9
10 11