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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 %
RPGK
301
Retirement Planning Group (Kansas)
Kansas
$2.71M – – –
AWM
302
Apollon Wealth Management
South Carolina
$2.68M -$194K -7,419 -7%
FCH
303
Freestone Capital Holdings
Washington
$2.61M +$1.47K +56 +0.1%
IA
304
IFG Advisors
Missouri
$2.59M +$21.4K +816 +0.8%
WRPWM
305
Werba Rubin Papier Wealth Management
California
$2.55M -$27.4K -1,047 -1%
Vanguard Group
306
Vanguard Group
Pennsylvania
$2.52M – – –
FAIM
307
Financial Advocates Investment Management
Washington
$2.51M -$175K -6,690 -7%
GWM
308
Geneos Wealth Management
Colorado
$2.46M -$489K -18,683 -17%
MFG
309
Mendota Financial Group
Wisconsin
$2.45M +$465K +17,738 +23%
2L
310
25 LLC
Missouri
$2.44M +$152K +5,808 +7%
Envestnet Portfolio Solutions
311
Envestnet Portfolio Solutions
Illinois
$2.43M +$2.43M +92,674 New
ACA
312
Aptus Capital Advisors
Alabama
$2.42M +$155K +5,924 +7%
TIAA Trust, National Association
313
TIAA Trust, National Association
North Carolina
$2.38M +$2.38M +90,793 New
FCI
314
Financial Counselors Inc
Kansas
$2.35M +$122K +4,638 +5%
WFA
315
WestHill Financial Advisors
California
$2.3M -$121K -4,607 -5%
SSW
316
Stone Summit Wealth
Florida
$2.29M +$330K +12,602 +17%
TFA
317
Tranquilli Financial Advisor
New Jersey
$2.29M +$305K +11,637 +15%
Fidelity Investments
318
Fidelity Investments
Massachusetts
$2.24M +$191K +7,307 +9%
AM
319
Atwater Malick
Pennsylvania
$2.24M +$8.02K +306 +0.4%
CCM
320
Carlson Capital Management
Minnesota
$2.2M – – –
CMBA
321
C.M. Bidwell & Associates
Hawaii
$2.18M +$26K +993 +1%
LWM
322
LJI Wealth Management
Indiana
$2.18M -$42.4M -1,616,652 -95%
KCM
323
KM Capital Management
Texas
$2.16M +$7.94K +303 +0.4%
GAM
324
GEM Asset Management
Michigan
$2.16M +$119K +4,543 +6%
AAS
325
Avantax Advisory Services
Texas
$2.08M +$981K +37,457 +89%
11 12
13
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