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Dimensional US Core Equity 2 ETF
DFAC

Overview Fund Activity

986 hedge funds and large institutions have $25.6B invested in Dimensional US Core Equity 2 ETF in 2025 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 405 increasing their positions, 314 reducing their positions, and 41 closing their positions.

Holders
986
Holders Change
-3
Holders Change %
-0.3%
% of All Funds
13.4%
Holding in Top 10
258
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-1.15%
% of All Funds
3.51%
New
62
Increased
405
Reduced
314
Closed
41
Calls
$1.54M
Puts
$20K
Net Calls
+$1.52M
Net Calls Change
+$133K

Top Buyers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$1.77B
2
IA
2
Integrity Alliance
Iowa
$72.3M
3
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$1.33B
4
Osaic Holdings
4
Osaic Holdings
Arizona
$131M
5
AC
5
Apella Capital
Connecticut
$376M

Top Sellers

1
CW
1
Curio Wealth
Maryland
$4.31M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.72B
3
HIGP
3
Hill Investment Group Partners
Missouri
$34M
4
EP
4
Essential Planning
New Hampshire
$2.91M
5
SIM
5
Stratos Investment Management
Ohio
$109M
Name Market Value Shares Shares
Change 		Shares
Change %
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$1.77B 53,776,312 +7,277,876 +16%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.72B 52,206,307 -5,056,392 -9%
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$1.33B 40,316,550 +1,486,188 +4%
FFM
4
Forum Financial Management
Illinois
$1.25B 37,796,124 +220,622 +0.6%
LPL Financial
5
LPL Financial
California
$573M 17,359,776 -804,394 -4%
FPAS
6
Focus Partners Advisor Solutions
Missouri
$540M 16,373,873 +283,721 +2%
AC
7
Apella Capital
Connecticut
$376M 11,812,257 +1,216,362 +11%
PL
8
Plancorp LLC
Missouri
$349M 10,568,884 +75,774 +0.7%
RWM
9
Rockwood Wealth Management
Pennsylvania
$335M 10,165,107 +446,720 +5%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$319M 9,656,173 -626,498 -6%
SIC
11
SJS Investment Consulting
Ohio
$304M 9,218,618 +90,276 +1%
WANY
12
Wealthspire Advisors (New York)
New York
$274M 8,319,006 +342,800 +4%
GWA
13
Geometric Wealth Advisors
District of Columbia
$256M 7,764,224 +265,453 +4%
SC
14
Savant Capital
Illinois
$254M 7,694,611 -1,125,121 -13%
MWA
15
Monograph Wealth Advisors
California
$223M 6,745,007 +103,801 +2%
GA
16
Greenspring Advisors
Maryland
$221M 6,691,927 -690,368 -9%
HighTower Advisors
17
HighTower Advisors
Illinois
$195M 5,914,155 -367,307 -6%
HFS
18
Heritage Financial Services
Massachusetts
$185M 5,612,395 -455,537 -8%
CFA
19
Capstone Financial Advisors
Illinois
$184M 5,567,604 +16,034 +0.3%
GM
20
GeoWealth Management
Illinois
$174M 5,272,530 -91,157 -2%
Corient Private Wealth
21
Corient Private Wealth
Florida
$172M 5,203,162 -98,027 -2%
MWM
22
Modera Wealth Management
New Jersey
$169M 5,124,524 -43,683 -0.8%
WA
23
Wealthstream Advisors
New York
$161M 4,892,381 +110,487 +2%
JTWM
24
Jackson Thornton Wealth Management
Alabama
$153M 4,965,047 -55,117 -1%
Baird Financial Group
25
Baird Financial Group
Wisconsin
$151M 4,592,120 -46,853 -1%
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