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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 %
WWM
276
Western Wealth Management
Colorado
$3.72M -$394K -15,052 -10%
VVP
277
Venture Visionary Partners
Ohio
$3.71M +$2.07K +79 +0.1%
AFA
278
Alpha Financial Advisors
North Carolina
$3.51M -$28.7K -1,096 -0.8%
PF
279
Parker Financial
Washington
$3.49M +$2.73M +104,056 +356%
SIC
280
Samalin Investment Counsel
New York
$3.47M +$589K +22,474 +20%
PP
281
Prosperity Planning
Missouri
$3.33M -$35.3K -1,349 -1%
Carson Wealth (CWM LLC)
282
Carson Wealth (CWM LLC)
Nebraska
$3.33M +$1.37M +52,448 +70%
RJT
283
Raymond James Trust
Florida
$3.32M +$49.9K +1,903 +2%
EIA
284
Eldridge Investment Advisors
New Hampshire
$3.3M +$11.3K +432 +0.3%
FC
285
Financial Council
Maryland
$3.25M +$380K +14,493 +13%
DADC
286
D.A. Davidson & Co
Montana
$3.25M +$1.83M +69,858 +129%
MWM
287
Mission Wealth Management
California
$3.21M -$2.1K -80 -0.1%
GAM
288
Gemmer Asset Management
California
$3.18M -$259K -9,887 -8%
PTC
289
Private Trust Company
Ohio
$3.05M +$41.7K +1,590 +1%
AAS
290
Ameritas Advisory Services
Nebraska
$3.03M +$604K +23,091 +25%
WA
291
Wealth Architects
California
$3.02M +$143K +5,467 +5%
KF
292
Krilogy Financial
Missouri
$3M -$5.5K -210 -0.2%
WAM
293
WNY Asset Management
New York
$2.97M +$2.97M +113,416 New
MCM
294
MAI Capital Management
Ohio
$2.89M +$106K +4,035 +4%
W
295
WPWealth
Texas
$2.85M +$5.37K +205 +0.2%
CWP
296
Concord Wealth Partners
Virginia
$2.84M +$109K +4,165 +4%
AWM
297
Aprio Wealth Management
Georgia
$2.82M -$25.1K -959 -0.9%
IFA
298
Index Fund Advisors
California
$2.79M -$119K -4,560 -4%
BFA
299
Buttonwood Financial Advisors
Maryland
$2.74M -$28K -1,070 -1%
WCA
300
Waypoint Capital Advisors
Minnesota
$2.73M +$316K +12,058 +13%
10 11
12
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