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Dimensional US Core Equity 2 ETF
DFAC

Overview Fund Activity

989 hedge funds and large institutions have $26.5B invested in Dimensional US Core Equity 2 ETF in 2024 Q4 according to their latest regulatory filings, with 172 funds opening new positions, 332 increasing their positions, 284 reducing their positions, and 18 closing their positions.

Holders
989
Holders Change
+137
Holders Change %
+16.08%
% of All Funds
13.17%
Holding in Top 10
261
Holding in Top 10 Change
+53
Holding in Top 10 Change %
+25.48%
% of All Funds
3.48%
New
172
Increased
332
Reduced
284
Closed
18
Calls
$1.38M
Puts
–
Net Calls
+$1.38M
Net Calls Change
-$1.22M

Top Buyers

1
EP
1
Essential Planning
New Hampshire
$139M
2
Raymond James Financial
2
Raymond James Financial
Florida
$122M
3
UWM
3
United Wealth Management
Virginia
$109M
4
FPAS
4
Focus Partners Advisor Solutions
Missouri
$557M
5
GM
5
GeoWealth Management
Illinois
$186M

Top Sellers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$1.61B
2
UBS Group
2
UBS Group
Switzerland
$54.9M
3
SFS
3
Sowell Financial Services
Arkansas
$5.53M
4
SC
4
Savant Capital
Illinois
$305M
5
HSG
5
Helen Stephens Group
Texas
$27M
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.98B 57,262,699 +673,178 +1%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$1.61B 46,498,436 -3,598,965 -7%
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$1.34B 38,830,362 +114,059 +0.3%
FFM
4
Forum Financial Management
Illinois
$1.3B 37,575,502 -4,947 -0%
LPL Financial
5
LPL Financial
California
$628M 18,164,170 +419,096 +2%
FPAS
6
Focus Partners Advisor Solutions
Missouri
$557M 16,090,152 +2,983,375 +23%
AC
7
Apella Capital
Connecticut
$367M 10,595,895 +1,789,147 +20%
PL
8
Plancorp LLC
Missouri
$363M 10,493,110 -121,461 -1%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$356M 10,282,671 +514,078 +5%
RWM
10
Rockwood Wealth Management
Pennsylvania
$337M 9,718,387 +373,115 +4%
SIC
11
SJS Investment Consulting
Ohio
$316M 9,128,342 +104,084 +1%
SC
12
Savant Capital
Illinois
$305M 8,819,732 -830,806 -9%
WANY
13
Wealthspire Advisors (New York)
New York
$276M 7,976,206 +75,171 +1%
GWA
14
Geometric Wealth Advisors
District of Columbia
$259M 7,498,771 +171,093 +2%
GA
15
Greenspring Advisors
Maryland
$255M 7,382,295 +65,910 +0.9%
MWA
16
Monograph Wealth Advisors
California
$230M 6,641,206 -59,362 -0.9%
HighTower Advisors
17
HighTower Advisors
Illinois
$217M 6,281,462 -80,013 -1%
HFS
18
Heritage Financial Services
Massachusetts
$210M 6,067,932 -100,544 -2%
CFA
19
Capstone Financial Advisors
Illinois
$192M 5,551,570 +4,559 +0.1%
GM
20
GeoWealth Management
Illinois
$186M 5,363,687 +2,911,905 +119%
Corient Private Wealth
21
Corient Private Wealth
Florida
$183M 5,301,189 -65,353 -1%
MWM
22
Modera Wealth Management
New Jersey
$179M 5,168,207 -8,239 -0.2%
JTWM
23
Jackson Thornton Wealth Management
Alabama
$174M 5,020,164 +143,046 +3%
HIGP
24
Hill Investment Group Partners
Missouri
$171M 4,957,512 -85,467 -2%
Wealth Enhancement Advisory Services
25
Wealth Enhancement Advisory Services
Minnesota
$167M 4,827,737 +332,163 +7%
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