DFAC icon

Dimensional US Core Equity 2 ETF
DFAC

Overview Fund Activity

852 hedge funds and large institutions have $24.3B invested in Dimensional US Core Equity 2 ETF in 2024 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 356 increasing their positions, 238 reducing their positions, and 23 closing their positions.

Holders
852
Holders Change
+32
Holders Change %
+3.9%
% of All Funds
12.33%
Holding in Top 10
208
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+2.97%
% of All Funds
3.01%
New
65
Increased
356
Reduced
238
Closed
23
Calls
$2.61M
Puts
–
Net Calls
+$2.61M
Net Calls Change
+$2.61M

Top Buyers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$1.33B
2
WANY
2
Wealthspire Advisors (New York)
New York
$271M
3
WA
3
Wealthstream Advisors
New York
$155M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.94B
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$1.7B

Top Sellers

1
MSWM
1
McGlone Suttner Wealth Management
Wisconsin
$94.9M
2
LWM
2
Liberty Wealth Management
California
$31.3M
3
SWG
3
Summit Wealth Group
Vermont
$18.3M
4
DWM
4
Diversify Wealth Management
Utah
$17.6M
5
SW
5
Simplicity Wealth
New Jersey
$18M
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.94B 56,589,521 +3,156,446 +6%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$1.7B 50,097,401 +2,429,959 +5%
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$1.33B 38,716,303 +38,066,458 +5,858%
FFM
4
Forum Financial Management
Illinois
$1.29B 37,580,449 +250,182 +0.7%
LPL Financial
5
LPL Financial
California
$608M 17,745,074 +88,871 +0.5%
FPAS
6
Focus Partners Advisor Solutions
Missouri
$449M 13,106,777 -69,925 -0.5%
PL
7
Plancorp LLC
Missouri
$364M 10,614,571 -139,537 -1%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$335M 9,768,593 -139,592 -1%
SC
9
Savant Capital
Illinois
$331M 9,650,538 -107,029 -1%
RWM
10
Rockwood Wealth Management
Pennsylvania
$320M 9,345,272 +159,924 +2%
SIC
11
SJS Investment Consulting
Ohio
$309M 9,024,258 -39,395 -0.4%
AC
12
Apella Capital
Connecticut
$299M 8,806,748 +390,419 +5%
WANY
13
Wealthspire Advisors (New York)
New York
$271M 7,901,035 +7,653,788 +3,096%
GWA
14
Geometric Wealth Advisors
District of Columbia
$251M 7,327,678 +175,469 +2%
GA
15
Greenspring Advisors
Maryland
$251M 7,316,385 -77,136 -1%
MWA
16
Monograph Wealth Advisors
California
$230M 6,700,568 +202,789 +3%
HighTower Advisors
17
HighTower Advisors
Illinois
$218M 6,361,475 -65,371 -1%
HFS
18
Heritage Financial Services
Massachusetts
$212M 6,168,476 +23,656 +0.4%
CFA
19
Capstone Financial Advisors
Illinois
$190M 5,547,011 +333,535 +6%
Corient Private Wealth
20
Corient Private Wealth
Florida
$184M 5,366,542 -57,692 -1%
MWM
21
Modera Wealth Management
New Jersey
$178M 5,176,446 -59,635 -1%
JTWM
22
Jackson Thornton Wealth Management
Alabama
$167M 4,877,118 +177,938 +4%
HIGP
23
Hill Investment Group Partners
Missouri
$162M 5,042,979 +12,546 +0.2%
Baird Financial Group
24
Baird Financial Group
Wisconsin
$159M 4,623,941 +100,298 +2%
PFA
25
Pure Financial Advisors
California
$158M 4,619,158 -182,933 -4%
1
2 3 4 5