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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 %
WCWM
301
Willow Creek Wealth Management
California
$4.41M +$41.6K +1,423 +1%
CCA
302
Criterion Capital Advisors
Tennessee
$4.39M +$4.39M +150,118 New
RJT
303
Raymond James Trust
Florida
$4.32M +$619K +21,168 +17%
MGIA
304
Moneta Group Investment Advisors
Missouri
$4.21M -$122K -4,163 -3%
CCA
305
Cadent Capital Advisors
Oklahoma
$4.19M +$2.69M +92,007 +179%
WWM
306
Western Wealth Management
Colorado
$4.18M +$26K +890 +0.6%
SIC
307
Samalin Investment Counsel
New York
$4.04M +$166K +5,669 +4%
VVP
308
Venture Visionary Partners
Ohio
$4.03M -$106K -3,635 -3%
FC
309
Financial Council
Maryland
$4M +$372K +12,713 +10%
CC
310
Callan Capital
California
$3.98M -$604K -20,669 -13%
AFA
311
Alpha Financial Advisors
North Carolina
$3.91M -$11.9K -406 -0.3%
CC
312
Copperleaf Capital
North Carolina
$3.89M -$3.59M -122,904 -48%
VI
313
VanderPol Investments
Michigan
$3.78M +$3.78M +129,449 New
NAS
314
Nicolet Advisory Services
Wisconsin
$3.74M -$981K -34,223 -21%
AFS
315
Annapolis Financial Services
Maryland
$3.74M -$1.09M -37,288 -23%
GAM
316
Gemmer Asset Management
California
$3.7M +$149K +5,095 +4%
CIA
317
Caerus Investment Advisors
Texas
$3.69M +$3.69M +126,261 New
DADC
318
D.A. Davidson & Co
Montana
$3.67M +$44.3K +1,515 +1%
PP
319
Prosperity Planning
Missouri
$3.66M -$56.7K -1,941 -2%
MFIM
320
Mesirow Financial Investment Management
Illinois
$3.59M +$3.59M +122,658 New
WA
321
Wealth Architects
California
$3.55M +$176K +6,037 +5%
PTC
322
Private Trust Company
Ohio
$3.52M +$118K +4,030 +3%
WAM
323
WNY Asset Management
New York
$3.51M +$198K +6,784 +6%
AWM
324
Apollon Wealth Management
South Carolina
$3.5M +$514K +17,600 +17%
Fidelity Investments
325
Fidelity Investments
Massachusetts
$3.45M +$953K +32,597 +38%
11 12
13
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