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Dimensional US Core Equity 2 ETF
DFAC

Overview Fund Activity

1,012 hedge funds and large institutions have $28.1B invested in Dimensional US Core Equity 2 ETF in 2025 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 420 increasing their positions, 307 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,012
Holders Change
+25
Holders Change %
+2.53%
% of All Funds
13.57%
Holding in Top 10
256
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-1.16%
% of All Funds
3.43%
New
82
Increased
420
Reduced
307
Closed
35
Calls
$1.31M
Puts
$254K
Net Calls
+$1.06M
Net Calls Change
-$459K

Top Buyers

1
VAS
Vestmark Advisory Solutions
Massachusetts
+$165M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$99.9M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$94M
4
AC
AWM Capital
Arizona
+$46.8M
5
FFM
Forum Financial Management
Illinois
+$39.4M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$101M
2
HFA
Hippocratic Financial Advisors
California
-$49.2M
3
HFS
Heritage Financial Services
Massachusetts
-$33.7M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$33M
5
FPAS
Focus Partners Advisor Solutions
Missouri
-$29.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
DWM
201
David Wealth Management
Virginia
$26.6M +$1.6M +44,625 +6%
BDWCC
202
B&D White Capital Company
Texas
$26.5M +$26.5M +739,089 New
PAM
203
Pacific Asset Management
Washington
$26.3M +$718K +20,034 +3%
CFA
204
Cahill Financial Advisors
Minnesota
$26M +$2.2M +61,382 +9%
EWM
205
Empirical Wealth Management
Washington
$26M -$344K -9,600 -1%
CFGL
206
Cambridge Financial Group, LLC
Arizona
$25.9M +$2.85M +79,640 +12%
AFO
207
Aurelius Family Office
New Hampshire
$25.8M -$219K -6,119 -0.8%
VCM
208
Versant Capital Management
Arizona
$25.6M +$742K +20,699 +3%
QHA
209
Quarry Hill Advisors
Minnesota
$25.4M +$251K +6,998 +1%
AFG
210
ABLE Financial Group
Arizona
$25.2M -$7.55M -210,678 -23%
LAMC
211
Longview Asset Management (California)
California
$25.1M +$873K +24,357 +4%
ACA
212
American Capital Advisory
Idaho
$25.1M -$79.6K -2,220 -0.3%
BWA
213
Babb Wealth Advisors
Arizona
$25.1M +$699K +19,503 +3%
EWA
214
EverSource Wealth Advisors
Alabama
$25M +$4.77M +133,004 +24%
FFG
215
Fiduciary Financial Group
California
$24.4M +$1.5M +41,742 +7%
HIGP
216
Hill Investment Group Partners
Missouri
$24.3M -$12.6M -351,670 -34%
AF
217
Advisornet Financial
Minnesota
$23.7M +$1.46M +40,693 +7%
SFP
218
SwitchPoint Financial Planning
Utah
$23.7M -$652K -18,186 -3%
CCM
219
Cloud Capital Management
Washington
$23.5M -$1.66M -45,325 -7%
FA
220
Financial Alternatives
California
$22.2M +$173K +4,830 +0.8%
LFA
221
LifeGuide Financial Advisors
Pennsylvania
$22.1M +$287K +8,017 +1%
Northwestern Mutual Wealth Management
222
Northwestern Mutual Wealth Management
Wisconsin
$21.4M +$8.32M +232,150 +63%
FH
223
Financial Harvest
Florida
$21.2M +$21.2M +592,874 New
NEWAS
224
N.E.W. Advisory Services
Wisconsin
$21.2M -$1.64M -45,725 -7%
RCAG
225
Rehmann Capital Advisory Group
Michigan
$21.1M +$2.76M +76,992 +15%
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