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Dimensional US Core Equity 2 ETF
DFAC

Overview Fund Activity

853 hedge funds and large institutions have $24.4B invested in Dimensional US Core Equity 2 ETF in 2024 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 357 increasing their positions, 238 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
853
Holders Change
+32
Holders Change %
+3.9%
% of All Funds
12.34%
Holding in Top 10
209
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+2.96%
% of All Funds
3.02%
New
65
Increased
357
Reduced
238
Closed
23
Calls
$2.61M
Puts
–
Net Calls
+$2.61M
Net Calls Change
+$2.61M

Top Buyers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$1.31B
2
WANY
Wealthspire Advisors (New York)
New York
+$262M
3
WA
Wealthstream Advisors
New York
+$119M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$108M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$82.7M

Top Sellers

1
MSWM
McGlone Suttner Wealth Management
Wisconsin
-$62.8M
2
LWM
Liberty Wealth Management
California
-$26.7M
3
SWG
Summit Wealth Group
Vermont
-$25.5M
4
DWM
Diversify Wealth Management
Utah
-$21.4M
5
SW
Simplicity Wealth
New Jersey
-$17.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
OPS
201
Orion Portfolio Solutions
Nebraska
$18.9M -$307K -8,959 -2%
BCI
202
Brinker Capital Investments
Pennsylvania
$18.9M -$307K -8,959 -2%
HKIMG
203
Hutchens & Kramer Investment Management Group
Indiana
$18.8M +$7.04M +207,134 +60%
LFA
204
LifeGuide Financial Advisors
Pennsylvania
$18.6M +$1.43M +41,680 +8%
SWG
205
Summit Wealth Group
Vermont
$18.3M -$25.5M -745,047 -58%
SW
206
Simplicity Wealth
New Jersey
$18M -$17.7M -516,094 -50%
CWM
207
Cahill Wealth Management
Michigan
$17.6M +$859K +25,061 +5%
DWM
208
Diversify Wealth Management
Utah
$17.6M -$21.4M -621,370 -55%
PFG
209
Pinnacle Financial Group
Illinois
$17.5M -$513K -14,968 -3%
CAM
210
Cresset Asset Management
Illinois
$16.4M -$16.8K -490 -0.1%
FWP
211
Firethorn Wealth Partners
Georgia
$16.1M -$634K -18,483 -4%
SRCM
212
Signature Resources Capital Management
California
$16M -$4.98M -145,250 -24%
HWM
213
Hassell Wealth Management
Louisiana
$15.9M -$234K -6,885 -1%
EWA
214
EverSource Wealth Advisors
Alabama
$15.8M +$174K +5,062 +1%
HWM
215
Hemington Wealth Management
Virginia
$15.8M -$384K -11,286 -2%
MFG
216
Merit Financial Group
Georgia
$14.6M +$91.7K +2,674 +0.6%
Morgan Stanley
217
Morgan Stanley
New York
$14.5M +$214K +6,248 +2%
Stifel Financial
218
Stifel Financial
Missouri
$14.3M +$303K +8,844 +2%
KMWM
219
Keudell/Morrison Wealth Management
Oregon
$14.1M -$2.5M -72,823 -15%
KOMWMG
220
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$14.1M +$803K +23,421 +6%
RJA
221
Raymond James & Associates
Florida
$14M +$4.75M +138,654 +52%
SC
222
Schubert & Co
Texas
$13.8M +$524K +15,280 +4%
DWA
223
Delap Wealth Advisory
Oregon
$13.8M -$15.6M -453,689 -53%
RA
224
RFG Advisory
Alabama
$13.7M +$274K +7,981 +2%
PCIA
225
Prime Capital Investment Advisors
Kansas
$13.6M -$42.2K -1,231 -0.3%
7 8
9
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