DFAC icon

Dimensional US Core Equity 2 ETF
DFAC

Overview Fund Activity

986 hedge funds and large institutions have $25.6B invested in Dimensional US Core Equity 2 ETF in 2025 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 405 increasing their positions, 314 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
986
Holders Change
-3
Holders Change %
-0.3%
% of All Funds
13.4%
Holding in Top 10
258
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-1.15%
% of All Funds
3.51%
New
62
Increased
405
Reduced
314
Closed
41
Calls
$1.54M
Puts
$20K
Net Calls
+$1.52M
Net Calls Change
+$133K

Top Buyers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$1.77B
2
IA
2
Integrity Alliance
Iowa
$72.3M
3
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$1.33B
4
Osaic Holdings
4
Osaic Holdings
Arizona
$131M
5
AC
5
Apella Capital
Connecticut
$376M

Top Sellers

1
CW
1
Curio Wealth
Maryland
$4.31M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.72B
3
HIGP
3
Hill Investment Group Partners
Missouri
$34M
4
EP
4
Essential Planning
New Hampshire
$2.91M
5
SIM
5
Stratos Investment Management
Ohio
$109M
Name Holding Trade Value Shares
Change 		Shares
Change %
RFP
201
Root Financial Partners
California
$24.6M -$1.09M -32,885 -4%
SW
202
Schulz Wealth
Texas
$24.3M +$836K +25,355 +4%
EWM
203
Empirical Wealth Management
Washington
$24.2M -$651K -19,719 -3%
AFO
204
Aurelius Family Office
New Hampshire
$23.9M +$57K +1,729 +0.2%
PAM
205
Pacific Asset Management
Washington
$23.6M -$238K -7,206 -1%
BCI
206
Brinker Capital Investments
Pennsylvania
$23.5M +$3.38M +102,304 +17%
OPS
207
Orion Portfolio Solutions
Nebraska
$23.5M +$3.38M +102,304 +17%
RFP
208
RCS Financial Planning
Maryland
$23.3M -$292K -8,857 -1%
QHA
209
Quarry Hill Advisors
Minnesota
$23.2M +$545K +16,505 +2%
ACA
210
American Capital Advisory
Idaho
$23.2M +$678K +20,541 +3%
NDWM
211
New Dimensions Wealth Management
Texas
$23.1M +$23.1M +700,115 New
SF
212
SageOak Financial
Oklahoma
$23.1M +$3.77M +114,350 +20%
DWM
213
David Wealth Management
Virginia
$23M +$166K +5,046 +0.7%
VCM
214
Versant Capital Management
Arizona
$22.8M +$201K +6,091 +0.9%
CCM
215
Cloud Capital Management
Washington
$22.7M +$22.7M +687,789 New
BWA
216
Babb Wealth Advisors
Arizona
$22.5M -$59.1K -1,790 -0.3%
SFP
217
SwitchPoint Financial Planning
Utah
$22.4M -$655K -19,849 -3%
LAMC
218
Longview Asset Management (California)
California
$22.3M -$182K -5,521 -0.8%
CFA
219
Cahill Financial Advisors
Minnesota
$21.9M +$851K +25,787 +4%
NEWAS
220
N.E.W. Advisory Services
Wisconsin
$21M +$637K +19,322 +3%
CWM
221
Cahill Wealth Management
Michigan
$20.8M +$2.61M +78,977 +14%
TW
222
Trajan Wealth
Arizona
$20.7M -$51K -1,547 -0.2%
AF
223
Advisornet Financial
Minnesota
$20.5M +$6.46M +195,805 +46%
FA
224
Financial Alternatives
California
$20.3M -$793K -24,027 -4%
LFA
225
LifeGuide Financial Advisors
Pennsylvania
$20.1M +$2.12M +64,309 +12%
7 8
9
10 11