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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 %
AWS
376
Atria Wealth Solutions
New York
$1.21M +$23.5K +898 +2%
BP
377
Ballentine Partners
Massachusetts
$1.21M – – –
Northern Trust
378
Northern Trust
Illinois
$1.17M -$8.91K -340 -0.8%
LAM
379
LifePro Asset Management
California
$1.16M +$1.16M +44,270 New
CMP
380
Coston McIsaac & Partners
Maine
$1.15M -$6.1K -233 -0.5%
CCWM
381
Cassaday & Co Wealth Management
Virginia
$1.14M – – –
IC
382
IEQ Capital
California
$1.14M +$4.11K +157 +0.4%
GTAM
383
Global Trust Asset Management
Florida
$1.11M +$25.4K +970 +2%
MAA
384
Mraz Amerine & Associates
California
$1.09M -$52.5K -2,002 -5%
SAM
385
Silvercrest Asset Management
New York
$1.09M – – –
FA
386
Fortis Advisors
Pennsylvania
$1.09M +$3.98K +152 +0.4%
OPWM
387
Oakwell Private Wealth Management
Texas
$1.08M +$81.3K +3,103 +8%
CCM
388
Coldstream Capital Management
Washington
$1.07M – – –
OSAM
389
O'Shaughnessy Asset Management
Connecticut
$1.04M -$183 -7 -0%
TNBTD
390
Trustmark National Bank Trust Department
Mississippi
$1.02M – – –
QCIG
391
Quad-Cities Investment Group
Iowa
$1.02M +$153K +5,844 +18%
AIP
392
Almanack Investment Partners
Pennsylvania
$1.01M – – –
CFG
393
Cooper Financial Group
California
$1.01M -$79.5K -3,033 -7%
WA
394
Wealth Advisors
California
$1.01M – – –
FMC
395
First Merchants Corp
Indiana
$1.01M – – –
MIAS
396
Mason Investment Advisory Services
Virginia
$1.01M – – –
PMG
397
ProVise Management Group
Florida
$1M -$34.9K -1,331 -3%
BFP
398
Brewster Financial Planning
New York
$997K – – –
WS
399
Wedbush Securities
California
$995K -$214K -8,153 -18%
LG
400
LAM Group
Oregon
$992K – – –
14 15
16
17 18