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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 %
HWM
276
HFG Wealth Management
Texas
$5.73M +$5.73M +196,040 New
PWA
277
Physician Wealth Advisors
Utah
$5.61M -$27.1K -923 -0.5%
HWMC
278
Heritage Wealth Management (California)
California
$5.56M +$5.56M +190,125 New
PA
279
PFG Advisors
Arizona
$5.51M +$449K +15,364 +9%
UWM
280
USAdvisors Wealth Management
Minnesota
$5.49M -$166K -5,688 -3%
SFS
281
Sowell Financial Services
Arkansas
$5.47M +$360K +12,306 +7%
NHC
282
Nicholas Hoffman & Company
Georgia
$5.39M -$5.85K -200 -0.1%
MWM
283
Meridian Wealth Management
Kentucky
$5.33M +$168K +5,768 +3%
VWA
284
Valued Wealth Advisors
Utah
$5.31M +$5.31M +202,724 New
RPG
285
Resource Planning Group
Georgia
$5.23M +$4.93M +168,648 +1,640%
VCP
286
Vista Capital Partners
Oregon
$5.23M – – –
Two Sigma Investments
287
Two Sigma Investments
New York
$5.15M +$5.15M +176,100 New
AWP
288
Abacus Wealth Partners
California
$5.09M -$64.9K -2,221 -1%
FA
289
Fiducient Advisors
Illinois
$4.93M +$17.4K +594 +0.4%
TIM
290
Tortoise Investment Management
New York
$4.93M -$100K -3,425 -2%
BWA
291
BlueSky Wealth Advisors
North Carolina
$4.77M – – –
MA
292
Mutual Advisors
Nebraska
$4.72M -$1.12M -38,254 -19%
CNC
293
Citizens & Northern Corp
Pennsylvania
$4.68M +$4.68M +160,102 New
SAM
294
Smartleaf Asset Management
Massachusetts
$4.68M +$4.68M +159,288 New
MCM
295
MAI Capital Management
Ohio
$4.67M +$1.44M +49,206 +45%
RPCA
296
Running Point Capital Advisors
California
$4.62M +$283K +9,685 +7%
CSWM
297
Cassady Schiller Wealth Management
Ohio
$4.51M -$63.7K -2,180 -1%
TI
298
tru Independence
Oregon
$4.49M +$2.91M +99,663 +185%
TC
299
TownSquare Capital
Utah
$4.49M -$183K -6,245 -4%
MSWM
300
Mowery & Schoenfeld Wealth Management
Illinois
$4.43M +$4.43M +151,529 New
10 11
12
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