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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
+$185M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$99.7M
3
AC
Apella Capital
Connecticut
+$80M
4
OIA
OneDigital Investment Advisors
Kansas
+$57.3M
5
PWS
Paragon Wealth Strategies
Florida
+$42.3M

Top Sellers

1
SIS
Strategic Investment Solutions
Illinois
-$191M
2
FPAS
Focus Partners Advisor Solutions
Missouri
-$62.7M
3
Osaic Holdings
Osaic Holdings
Arizona
-$45.1M
4
UCFA
United Capital Financial Advisors
Texas
-$16.2M
5
RA
RFG Advisory
Alabama
-$10.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
326
Arbor Wealth Advisors
Michigan
$3.43M +$3.43M +117,251 New
KF
327
Krilogy Financial
Missouri
$3.35M +$4.59K +157 +0.1%
AAS
328
Avantax Advisory Services
Texas
$3.3M +$975K +33,356 +42%
FCI
329
Financial Counselors Inc
Kansas
$3.26M +$638K +21,816 +24%
MWM
330
Mission Wealth Management
California
$3.2M -$380K -12,986 -11%
W
331
WPWealth
Texas
$3.18M -$4.97K -170 -0.2%
EIA
332
Eldridge Investment Advisors
New Hampshire
$3.15M -$526K -17,989 -14%
AWM
333
Aprio Wealth Management
Georgia
$3.15M +$380 +13 +0%
H
334
HoyleCohen
California
$3.12M +$2.46M +84,074 +372%
IFA
335
Index Fund Advisors
California
$3.1M -$14.7K -503 -0.5%
BFA
336
Buttonwood Financial Advisors
Maryland
$3.05M – – –
Vanguard Group
337
Vanguard Group
Pennsylvania
$3.03M +$221K +7,574 +8%
FCH
338
Freestone Capital Holdings
Washington
$2.91M +$497 +17 +0%
RPGK
339
Retirement Planning Group (Kansas)
Kansas
$2.9M -$114K -3,894 -4%
IA
340
IFG Advisors
Missouri
$2.89M +$4.21K +144 +0.1%
GAM
341
GEM Asset Management
Michigan
$2.89M +$478K +16,367 +20%
WRPWM
342
Werba Rubin Papier Wealth Management
California
$2.85M +$8.04K +275 +0.3%
2L
343
25 LLC
Missouri
$2.83M +$101K +3,439 +4%
Wells Fargo
344
Wells Fargo
California
$2.83M +$1.31M +44,724 +86%
WCA
345
Waypoint Capital Advisors
Minnesota
$2.8M -$239K -8,164 -8%
SSW
346
Stone Summit Wealth
Florida
$2.76M +$198K +6,780 +8%
GOCP
347
Great Oak Capital Partners
Massachusetts
$2.76M +$2.76M +94,279 New
FAIM
348
Financial Advocates Investment Management
Washington
$2.75M -$44.6K -1,527 -2%
LFAS
349
Level Four Advisory Services
Texas
$2.75M +$500K +17,113 +22%
CMBA
350
C.M. Bidwell & Associates
Hawaii
$2.72M +$292K +9,983 +12%
12 13
14
15 16