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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 %
Janney Montgomery Scott
351
Janney Montgomery Scott
Pennsylvania
$1.52M – – –
CB
352
Commerce Bank
Missouri
$1.51M -$8.96K -342 -0.6%
VCM
353
Virtue Capital Management
Tennessee
$1.5M – – –
AWA
354
Aquire Wealth Advisors
Utah
$1.5M – – –
SIG
355
Spinnaker Investment Group
California
$1.46M +$410K +15,631 +39%
BHWM
356
Beaird Harris Wealth Management
Texas
$1.46M +$734 +28 +0.1%
TI
357
tru Independence
Oregon
$1.42M +$261K +9,957 +23%
LFG
358
Larson Financial Group
Missouri
$1.41M +$4.45K +170 +0.3%
SFC
359
Strategic Financial Concepts
Texas
$1.4M +$314 +12 +0%
FFA
360
Farther Finance Advisors
California
$1.4M +$3.69K +141 +0.3%
JCM
361
Jacobi Capital Management
Pennsylvania
$1.37M +$21.4K +816 +2%
Wells Fargo
362
Wells Fargo
California
$1.36M +$213K +8,124 +19%
PWMG
363
Pioneer Wealth Management Group
Texas
$1.35M -$239K -9,109 -15%
CCA
364
Cadent Capital Advisors
Oklahoma
$1.34M +$2.23K +85 +0.2%
Thrivent Financial for Lutherans
365
Thrivent Financial for Lutherans
Minnesota
$1.33M +$1.33M +50,795 New
PFBT
366
Parkside Financial Bank & Trust
Missouri
$1.33M +$836K +31,895 +170%
SWP
367
Strategic Wealth Partners
Ohio
$1.31M – – –
Brown Advisory
368
Brown Advisory
Maryland
$1.29M -$16K -612 -1%
BCP
369
Blue Chip Partners
Michigan
$1.28M +$4.69K +179 +0.4%
ACP
370
Aviance Capital Partners
Florida
$1.28M +$730K +27,872 +132%
MA
371
MJP Associates
Connecticut
$1.27M -$14.3K -544 -1%
AO
372
Advisor OS
Illinois
$1.27M +$2.49K +95 +0.2%
CA
373
Cetera Advisors
Colorado
$1.27M +$20.1K +769 +2%
KPWS
374
Kestra Private Wealth Services
Texas
$1.24M – – –
LA
375
Lifeworks Advisors
Michigan
$1.24M +$3.85K +147 +0.3%
13 14
15
16 17