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Dimensional US Core Equity 2 ETF
DFAC

Overview Fund Activity

760 hedge funds and large institutions have $18.9B invested in Dimensional US Core Equity 2 ETF in 2023 Q4 according to their latest regulatory filings, with 116 funds opening new positions, 284 increasing their positions, 223 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
760
Holders Change
+78
Holders Change %
+11.44%
% of All Funds
11.14%
Holding in Top 10
198
Holding in Top 10 Change
+34
Holding in Top 10 Change %
+20.73%
% of All Funds
2.9%
New
116
Increased
284
Reduced
223
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
$1.19B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.45B
3
AC
Apella Capital
Connecticut
$181M
4
OIA
OneDigital Investment Advisors
Kansas
$68.2M
5
PWS
Paragon Wealth Strategies
Florida
$42.3M

Top Sellers

1
SIS
Strategic Investment Solutions
Illinois
$10.6M
2
FPAS
Focus Partners Advisor Solutions
Missouri
$187M
3
Osaic Holdings
Osaic Holdings
Arizona
$48.4M
4
UCFA
United Capital Financial Advisors
Texas
$0
5
RA
RFG Advisory
Alabama
$10.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAN
226
Cetera Advisor Networks
California
$10.5M -$1.17M -40,013 -10%
WAG
227
Winthrop Advisory Group
Massachusetts
$10.5M -$58.4K -1,999 -0.6%
MG
228
MilWealth Group
Wisconsin
$10.4M +$135K +4,635 +1%
CTWM
229
Cherry Tree Wealth Management
Minnesota
$10.4M -$27.9K -955 -0.3%
CCA
230
Cravens & Co Advisors
Tennessee
$10.4M +$448K +15,313 +5%
RA
231
RFG Advisory
Alabama
$10.3M -$10.2M -347,936 -50%
ASI
232
Advisory Services & Investments
Oregon
$10.2M -$68.2K -2,332 -0.7%
VWA
233
Visionary Wealth Advisors
Illinois
$9.64M -$91.5K -3,131 -0.9%
GLR
234
Great Lakes Retirement
Ohio
$9.57M -$1.67M -56,976 -15%
RS
235
Retirement Solution
Washington
$9.56M +$1.71M +58,333 +22%
FOA
236
Five Oceans Advisors
California
$9.39M +$228K +7,817 +2%
SWP
237
Stratos Wealth Partners
Ohio
$9.37M +$234K +7,995 +3%
HKIMG
238
Hutchens & Kramer Investment Management Group
Indiana
$9.35M +$1.81M +61,861 +24%
Rockefeller Capital Management
239
Rockefeller Capital Management
New York
$9.28M +$1.52M +51,906 +20%
SOAG
240
Silver Oak Advisory Group
Oregon
$9.22M +$215K +7,352 +2%
MWM
241
Melfa Wealth Management
Massachusetts
$9.15M +$1.16M +39,582 +14%
CSPIA
242
Cary Street Partners Investment Advisory
Virginia
$9.1M +$1.89M +64,528 +26%
KAM
243
Knightsbridge Asset Management
California
$9.02M +$438 +15 +0%
CWM
244
Cedar Wealth Management
California
$8.84M – – –
WW
245
Waterfront Wealth
Kansas
$8.79M -$341K -11,670 -4%
CGPCS
246
Capital Group Private Client Services
California
$8.76M +$12.7K +435 +0.1%
Pathstone Holdings
247
Pathstone Holdings
New Jersey
$8.74M +$8.74M +299,101 New
RLWM
248
RF&L Wealth Management
Massachusetts
$8.63M +$82.6K +2,826 +1%
RJA
249
Raymond James & Associates
Florida
$8.52M -$3.77M -129,038 -31%
OA
250
Oceanside Advisors
South Carolina
$8.48M +$8.48M +290,284 New
8 9
10
11 12