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Dimensional US Core Equity 2 ETF
DFAC

Overview Fund Activity

794 hedge funds and large institutions have $21.2B invested in Dimensional US Core Equity 2 ETF in 2024 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 347 increasing their positions, 207 reducing their positions, and 22 closing their positions.

Holders
794
Holders Change
+34
Holders Change %
+4.47%
% of All Funds
11.51%
Holding in Top 10
201
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+1.52%
% of All Funds
2.91%
New
70
Increased
347
Reduced
207
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FPAS
1
Focus Partners Advisor Solutions
Missouri
$404M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$1.44B
3
GM
3
GeoWealth Management
Illinois
$91.2M
4
LI
4
LRI Investments
Florida
$75.5M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.66B

Top Sellers

1
MHS
1
M Holdings Securities
Oregon
$573K
2
PCA
2
Prosperity Capital Advisors
Ohio
$82M
3
MSWM
3
McGlone Suttner Wealth Management
Wisconsin
$111M
4
FFM
4
Forum Financial Management
Illinois
$1.26B
5
SC
5
Savant Capital
Illinois
$171M
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.66B 51,834,629 +2,278,864 +5%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$1.44B 45,055,024 +4,220,967 +10%
FFM
3
Forum Financial Management
Illinois
$1.26B 39,447,063 -921,623 -2%
BSW
4
Buckingham Strategic Wealth
Missouri
$1.21B 37,755,608 +256,172 +0.7%
LPL Financial
5
LPL Financial
California
$556M 17,416,943 +5,624 +0%
FPAS
6
Focus Partners Advisor Solutions
Missouri
$404M 12,638,112 +6,226,000 +97%
PL
7
Plancorp LLC
Missouri
$351M 10,977,943 -44,430 -0.4%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$339M 10,614,978 +417,123 +4%
SIC
9
SJS Investment Consulting
Ohio
$289M 9,038,695 +118,649 +1%
RWM
10
Rockwood Wealth Management
Pennsylvania
$286M 8,936,526 +294,459 +3%
GA
11
Greenspring Advisors
Maryland
$231M 7,221,640 +138,132 +2%
AC
12
Apella Capital
Connecticut
$225M 7,109,068 +803,797 +13%
PO
13
Private Ocean
California
$223M 6,983,047 -349,607 -5%
GWA
14
Geometric Wealth Advisors
District of Columbia
$214M 6,703,026 +292,517 +5%
HighTower Advisors
15
HighTower Advisors
Illinois
$208M 6,501,800 -409,183 -6%
MWA
16
Monograph Wealth Advisors
California
$204M 6,398,762 +181,571 +3%
HFS
17
Heritage Financial Services
Massachusetts
$190M 5,939,019 +372,967 +7%
Corient Private Wealth
18
Corient Private Wealth
Florida
$172M 5,371,983 +84,476 +2%
SC
19
Savant Capital
Illinois
$171M 5,341,203 -584,171 -10%
CFA
20
Capstone Financial Advisors
Illinois
$170M 5,307,131 +3,053 +0.1%
MWM
21
Modera Wealth Management
New Jersey
$169M 5,300,761 +84,056 +2%
HIGP
22
Hill Investment Group Partners
Missouri
$158M 4,955,843 -10,737 -0.2%
PFA
23
Pure Financial Advisors
California
$157M 4,926,985 -76,408 -2%
Wealth Enhancement Advisory Services
24
Wealth Enhancement Advisory Services
Minnesota
$144M 4,521,704 +6,252 +0.1%
Baird Financial Group
25
Baird Financial Group
Wisconsin
$144M 4,517,839 +18,931 +0.4%
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