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Dimensional US Core Equity 2 ETF
DFAC

Overview Fund Activity

820 hedge funds and large institutions have $22.2B invested in Dimensional US Core Equity 2 ETF in 2024 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 332 increasing their positions, 243 reducing their positions, and 30 closing their positions.

Holders
820
Holders Change
+26
Holders Change %
+3.27%
% of All Funds
11.93%
Holding in Top 10
202
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.5%
% of All Funds
2.94%
New
65
Increased
332
Reduced
243
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SC
1
Savant Capital
Illinois
$315M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$1.48B
3
ATI
3
ARK & TLK Investments
Oklahoma
$62.9M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.72B
5
AC
5
Apella Capital
Connecticut
$274M

Top Sellers

1
FFM
1
Forum Financial Management
Illinois
$1.2B
2
LNC
2
Lincoln National Corp
Pennsylvania
$0
3
SWM
3
Soundmark Wealth Management
Washington
$0
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$319M
5
BSW
5
Buckingham Strategic Wealth
Missouri
$1.2B
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.72B 53,433,075 +1,598,446 +3%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$1.48B 47,667,442 +2,612,418 +6%
FFM
3
Forum Financial Management
Illinois
$1.2B 37,330,267 -2,116,796 -5%
BSW
4
Buckingham Strategic Wealth
Missouri
$1.2B 37,304,289 -451,319 -1%
LPL Financial
5
LPL Financial
California
$569M 17,656,203 +239,260 +1%
FPAS
6
Focus Partners Advisor Solutions
Missouri
$425M 13,176,702 +538,590 +4%
PL
7
Plancorp LLC
Missouri
$347M 10,754,108 -223,835 -2%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$319M 9,908,185 -706,793 -7%
SC
9
Savant Capital
Illinois
$315M 9,757,567 +4,416,364 +83%
RWM
10
Rockwood Wealth Management
Pennsylvania
$296M 9,185,348 +248,822 +3%
SIC
11
SJS Investment Consulting
Ohio
$292M 9,063,653 +24,958 +0.3%
AC
12
Apella Capital
Connecticut
$274M 8,416,329 +1,307,261 +18%
PO
13
Private Ocean
California
$243M 7,537,403 +554,356 +8%
GA
14
Greenspring Advisors
Maryland
$238M 7,393,521 +171,881 +2%
GWA
15
Geometric Wealth Advisors
District of Columbia
$231M 7,152,209 +449,183 +7%
MWA
16
Monograph Wealth Advisors
California
$209M 6,497,779 +99,017 +2%
HighTower Advisors
17
HighTower Advisors
Illinois
$207M 6,426,846 -74,954 -1%
HFS
18
Heritage Financial Services
Massachusetts
$198M 6,144,820 +205,801 +3%
Corient Private Wealth
19
Corient Private Wealth
Florida
$175M 5,424,234 +52,251 +1%
MWM
20
Modera Wealth Management
New Jersey
$169M 5,236,081 -64,680 -1%
CFA
21
Capstone Financial Advisors
Illinois
$168M 5,213,476 -93,655 -2%
HIGP
22
Hill Investment Group Partners
Missouri
$167M 5,030,433 +74,590 +2%
PFA
23
Pure Financial Advisors
California
$155M 4,802,091 -124,894 -3%
JTWM
24
Jackson Thornton Wealth Management
Alabama
$152M 4,699,180 +250,379 +6%
Wealth Enhancement Advisory Services
25
Wealth Enhancement Advisory Services
Minnesota
$150M 4,644,645 +122,941 +3%
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