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Dimensional US Core Equity 2 ETF
DFAC

Overview Fund Activity

682 hedge funds and large institutions have $15.9B invested in Dimensional US Core Equity 2 ETF in 2023 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 293 increasing their positions, 188 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
682
Holders Change
+17
Holders Change %
+2.56%
% of All Funds
10.87%
Holding in Top 10
164
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+4.46%
% of All Funds
2.61%
New
49
Increased
293
Reduced
188
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIS
Strategic Investment Solutions
Illinois
$188M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
$904M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.21B
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$118M
5
MRC
Millburn Ridgefield Corp
New York
$77.2M

Top Sellers

1
LWM
LJI Wealth Management
Indiana
$2.18M
2
LPL Financial
LPL Financial
California
$446M
3
PAG
Private Advisor Group
New Jersey
$32.2M
4
HWM
Hemington Wealth Management
Virginia
$15.3M
5
OPS
Orion Portfolio Solutions
Nebraska
$12.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
WFA
226
Websterrogers Financial Advisors
South Carolina
$7.72M -$149K -5,671 -2%
RLWM
227
RF&L Wealth Management
Massachusetts
$7.66M +$118K +4,511 +2%
1WM
228
1900 Wealth Management
Texas
$7.47M -$295K -11,274 -4%
KOMWMG
229
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$7.4M +$231K +8,816 +3%
AL
230
Aspiriant LLC
California
$7.39M +$314 +12 +0%
NL
231
NWAM LLC
Washington
$7.25M +$3.24M +123,732 +81%
RWI
232
Red Wave Investments
Pennsylvania
$7.24M – – –
MWM
233
Melfa Wealth Management
Massachusetts
$7.17M +$82.9K +3,164 +1%
RRCM
234
Rappaport Reiches Capital Management
Illinois
$7.04M -$7.31K -279 -0.1%
RS
235
Retirement Solution
Washington
$7.04M +$3.81M +145,594 +118%
Rockefeller Capital Management
236
Rockefeller Capital Management
New York
$6.96M +$5.1M +194,674 +274%
FPCP
237
Fort Point Capital Partners
California
$6.75M – – –
HKIMG
238
Hutchens & Kramer Investment Management Group
Indiana
$6.73M +$911K +34,942 +16%
CC
239
Copperleaf Capital
North Carolina
$6.71M +$1.78M +67,749 +36%
MAM
240
McLean Asset Management
Virginia
$6.6M -$59.6K -2,251 -0.9%
CSPIA
241
Cary Street Partners Investment Advisory
Virginia
$6.47M +$2.12M +80,902 +49%
CA
242
CGN Advisors
Kansas
$6.4M +$173K +6,609 +3%
IAG
243
Investmark Advisory Group
Connecticut
$6.2M +$63.4K +2,418 +1%
Morgan Stanley
244
Morgan Stanley
New York
$6.18M +$373K +14,241 +6%
JPMPWA
245
J.P. Morgan Private Wealth Advisors
California
$6.16M -$1.61M -61,269 -21%
HCM
246
Hutchinson Capital Management
California
$5.89M – – –
SDWIA
247
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$5.81M -$115K -4,375 -2%
SPI
248
Sutton Place Investors
New York
$5.74M -$1.33M -50,626 -19%
ACP
249
Aveo Capital Partners
Colorado
$5.71M -$210K -8,034 -4%
IFS
250
Intelligent Financial Strategies
Minnesota
$5.61M -$198K -7,548 -3%
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