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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
+$186M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$152M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$117M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$108M
5
MRC
Millburn Ridgefield Corp
New York
+$77.2M

Top Sellers

1
LWM
LJI Wealth Management
Indiana
-$42.4M
2
LPL Financial
LPL Financial
California
-$22.3M
3
PAG
Private Advisor Group
New Jersey
-$12.3M
4
HWM
Hemington Wealth Management
Virginia
-$4.65M
5
OPS
Orion Portfolio Solutions
Nebraska
-$4.14M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAG
326
Briggs Advisory Group
Rhode Island
$2.03M -$129K -4,913 -6%
LFAS
327
Level Four Advisory Services
Texas
$2.02M -$674K -25,723 -25%
OCM
328
Orion Capital Management
California
$2.01M -$1M -38,204 -33%
PCA
329
Pallas Capital Advisors
Massachusetts
$1.98M -$3.02K -120 -0.2%
WWA
330
WCG Wealth Advisors
Nevada
$1.93M +$1.93M +49,286 New
BAAM
331
Baker Avenue Asset Management
California
$1.9M – – –
LCM
332
Liberty Capital Management
Michigan
$1.89M – – –
KA
333
Kure Advisory
Minnesota
$1.89M +$1.89M +71,955 New
MWM
334
Marietta Wealth Management
Georgia
$1.87M – – –
SFM
335
Signet Financial Management
New Jersey
$1.81M +$20.3K +774 +1%
CWG
336
Cornerstone Wealth Group
North Carolina
$1.81M – – –
VFIC
337
Valley Forge Investment Consultants
Pennsylvania
$1.8M +$1.8M +68,560 New
CAMG
338
CWA Asset Management Group
Florida
$1.75M +$146K +5,573 +9%
AFA
339
American Financial Advisors
Georgia
$1.73M – – –
GSC
340
Grey Street Capital
Illinois
$1.73M +$3.35K +128 +0.2%
SWM
341
Seaside Wealth Management
California
$1.72M +$4.64K +177 +0.3%
MW
342
Marcum Wealth
Ohio
$1.72M -$61.9K -2,363 -3%
IWM
343
IHT Wealth Management
Illinois
$1.67M +$171K +6,508 +11%
CL
344
Choreo LLC
Illinois
$1.63M – – –
ACM
345
Advisors Capital Management
New Jersey
$1.62M +$39.9K +1,524 +3%
OW
346
Olistico Wealth
Oklahoma
$1.62M -$174K -6,625 -10%
SWM
347
Sanctuary Wealth Management
Idaho
$1.61M +$14.4K +550 +0.9%
RCM
348
RB Capital Management
Nevada
$1.61M +$31.3K +1,196 +2%
GP
349
Girard Partners
Pennsylvania
$1.58M – – –
GFWA
350
Grey Fox Wealth Advisors
Delaware
$1.54M +$5.63K +215 +0.4%
12 13
14
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