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Dimensional US Core Equity 2 ETF
DFAC

Overview Fund Activity

989 hedge funds and large institutions have $26.5B invested in Dimensional US Core Equity 2 ETF in 2024 Q4 according to their latest regulatory filings, with 172 funds opening new positions, 332 increasing their positions, 284 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
989
Holders Change
+137
Holders Change %
+16.08%
% of All Funds
13.17%
Holding in Top 10
261
Holding in Top 10 Change
+53
Holding in Top 10 Change %
+25.48%
% of All Funds
3.48%
New
172
Increased
332
Reduced
284
Closed
18
Calls
$1.38M
Puts
–
Net Calls
+$1.38M
Net Calls Change
-$1.22M

Top Buyers

1
EP
Essential Planning
New Hampshire
$139M
2
FPAS
Focus Partners Advisor Solutions
Missouri
$557M
3
GM
GeoWealth Management
Illinois
$186M
4
AC
Apella Capital
Connecticut
$367M
5
SIM
Stratos Investment Management
Ohio
$167M

Top Sellers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
$1.61B
2
UBS Group
UBS Group
Switzerland
$54.9M
3
SFS
Sowell Financial Services
Arkansas
$5.53M
4
SC
Savant Capital
Illinois
$305M
5
HSG
Helen Stephens Group
Texas
$27M
Name Holding Trade Value Shares
Change 		Shares
Change %
RFP
201
RCS Financial Planning
Maryland
$24.7M +$1.4M +40,570 +6%
SW
202
Schulz Wealth
Texas
$24.6M +$170K +4,909 +0.7%
MWA
203
Mills Wealth Advisors
Texas
$24.5M +$998K +28,840 +4%
WAP
204
Wealthcare Advisory Partners
Pennsylvania
$24.5M +$1.42M +40,956 +6%
SFP
205
SwitchPoint Financial Planning
Utah
$24.2M +$24.2M +698,476 New
DWM
206
David Wealth Management
Virginia
$23.9M +$23.9M +692,030 New
QHA
207
Quarry Hill Advisors
Minnesota
$23.7M +$535K +15,473 +2%
VCM
208
Versant Capital Management
Arizona
$23.7M +$88.6K +2,561 +0.4%
BWA
209
Babb Wealth Advisors
Arizona
$23.6M +$23.6M +682,399 New
LAMC
210
Longview Asset Management (California)
California
$23.6M +$23.6M +682,221 New
ACA
211
American Capital Advisory
Idaho
$23.6M +$1M +29,042 +4%
FA
212
Financial Alternatives
California
$22.1M +$1,000K +28,898 +5%
CFA
213
Cahill Financial Advisors
Minnesota
$22.1M -$1.62M -46,836 -7%
KAM
214
Kraft Asset Management
Tennessee
$21.9M -$1.91M -54,262 -8%
TW
215
Trajan Wealth
Arizona
$21.8M -$770K -22,265 -3%
NEWAS
216
N.E.W. Advisory Services
Wisconsin
$21.4M -$19.2K -556 -0.1%
BCI
217
Brinker Capital Investments
Pennsylvania
$21.1M +$2.04M +58,842 +11%
OPS
218
Orion Portfolio Solutions
Nebraska
$21.1M +$2.04M +58,842 +11%
FFG
219
Fiduciary Financial Group
California
$20.6M +$611K +17,789 +3%
LFGO
220
Legacy Financial Group (Oklahoma)
Oklahoma
$20.3M -$349K -10,094 -2%
SF
221
SageOak Financial
Oklahoma
$20.3M +$20.3M +585,726 New
Carson Wealth (CWM LLC)
222
Carson Wealth (CWM LLC)
Nebraska
$20.1M -$1.31M -37,967 -6%
HKIMG
223
Hutchens & Kramer Investment Management Group
Indiana
$20.1M +$903K +26,112 +5%
APP
224
Avantax Planning Partners
Iowa
$19.8M -$263K -7,612 -1%
GWM
225
Geneos Wealth Management
Colorado
$19.6M +$274K +7,923 +1%
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