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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 %
ACA
351
Aptus Capital Advisors
Alabama
$2.7M -$9.38K -321 -0.3%
LAM
352
LifePro Asset Management
California
$2.68M +$1.38M +47,319 +107%
Envestnet Portfolio Solutions
353
Envestnet Portfolio Solutions
Illinois
$2.64M -$67.4K -2,307 -2%
LWM
354
LJI Wealth Management
Indiana
$2.6M +$169K +5,768 +7%
TFA
355
Tranquilli Financial Advisor
New Jersey
$2.57M +$12.4K +423 +0.5%
WFA
356
WestHill Financial Advisors
California
$2.56M – – –
TIAA Trust, National Association
357
TIAA Trust, National Association
North Carolina
$2.56M -$94K -3,217 -4%
CWP
358
Concord Wealth Partners
Virginia
$2.56M -$612K -20,941 -19%
GWM
359
Geneos Wealth Management
Colorado
$2.46M -$284K -9,716 -10%
CCM
360
Carlson Capital Management
Minnesota
$2.45M – – –
KCM
361
KM Capital Management
Texas
$2.37M -$48.5K -1,660 -2%
AM
362
Atwater Malick
Pennsylvania
$2.37M -$130K -4,431 -5%
W
363
WealthCollab
Washington
$2.29M +$2.29M +78,180 New
PCA
364
Pallas Capital Advisors
Massachusetts
$2.25M -$54.8K -1,874 -2%
CCA
365
Clarity Capital Advisors
Florida
$2.22M +$2.22M +75,870 New
OCM
366
Orion Capital Management
California
$2.2M -$36.2K -1,238 -2%
KA
367
Kure Advisory
Minnesota
$2.13M +$22.9K +784 +1%
BAAM
368
Baker Avenue Asset Management
California
$2.12M – – –
LCM
369
Liberty Capital Management
Michigan
$2.11M – – –
MWM
370
Marietta Wealth Management
Georgia
$2.08M – – –
SFM
371
Signet Financial Management
New Jersey
$2.04M +$15.8K +539 +0.8%
CL
372
Choreo LLC
Illinois
$2.02M +$203K +6,933 +11%
VFIC
373
Valley Forge Investment Consultants
Pennsylvania
$2M – – –
WP
374
Wealthspan Partners
Iowa
$2M +$1.13M +38,629 +129%
LWM
375
Lakeridge Wealth Management
Ohio
$1.96M +$1.96M +67,129 New
13 14
15
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