DFAC icon

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 %
WFA
251
Websterrogers Financial Advisors
South Carolina
$8.48M -$134K -4,591 -2%
KOMWMG
252
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$8.45M +$202K +6,896 +2%
NL
253
NWAM LLC
Washington
$8.29M +$204K +6,976 +3%
AL
254
Aspiriant LLC
California
$8.24M +$380 +13 +0%
SWM
255
Sterling Wealth Management
Illinois
$8.23M +$8.23M +281,651 New
RWI
256
Red Wave Investments
Pennsylvania
$8.06M -$17.5K -600 -0.2%
RRCM
257
Rappaport Reiches Capital Management
Illinois
$7.83M -$31.2K -1,066 -0.4%
MAM
258
McLean Asset Management
Virginia
$7.53M +$380K +13,244 +5%
FPCP
259
Fort Point Capital Partners
California
$7.52M -$6.11K -209 -0.1%
1WM
260
1900 Wealth Management
Texas
$7.33M -$996K -34,076 -12%
IAG
261
Investmark Advisory Group
Connecticut
$7.07M +$155K +5,307 +2%
CA
262
CGN Advisors
Kansas
$7.01M -$128K -4,366 -2%
SDWIA
263
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$6.91M +$430K +14,720 +7%
HCM
264
Hutchinson Capital Management
California
$6.71M +$133K +4,541 +2%
ACP
265
Aveo Capital Partners
Colorado
$6.47M +$94.8K +3,242 +1%
SPI
266
Sutton Place Investors
New York
$6.41M -$1.96K -67 -0%
IFS
267
Intelligent Financial Strategies
Minnesota
$6.23M -$29.5K -1,008 -0.5%
MFC
268
Morris Financial Concepts
South Carolina
$6.1M -$4.24K -145 -0.1%
Northwestern Mutual Wealth Management
269
Northwestern Mutual Wealth Management
Wisconsin
$6.04M +$1.04M +35,720 +21%
BA
270
Bridgewater Advisors
New York
$6.02M +$182K +6,229 +3%
GRP
271
Global Retirement Partners
California
$5.93M +$413K +14,354 +7%
Carson Wealth (CWM LLC)
272
Carson Wealth (CWM LLC)
Nebraska
$5.9M +$2.19M +75,032 +59%
MAM
273
McCarthy Asset Management
California
$5.8M -$172K -5,875 -3%
WANY
274
Wealthspire Advisors (New York)
New York
$5.79M +$5.79M +197,938 New
PF
275
Parker Financial
Washington
$5.73M +$1.84M +62,909 +47%
9 10
11
12 13