DFAC icon

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 %
AFA
376
American Financial Advisors
Georgia
$1.94M – – –
GSC
377
Grey Street Capital
Illinois
$1.93M +$6.31K +216 +0.3%
IWS
378
Integrity Wealth Solutions
Colorado
$1.92M +$1.92M +65,766 New
SWM
379
Seaside Wealth Management
California
$1.92M +$6.05K +207 +0.3%
MW
380
Marcum Wealth
Ohio
$1.84M -$75.4K -2,578 -4%
KFP
381
Keener Financial Planning
Texas
$1.83M +$1.83M +62,582 New
OW
382
Olistico Wealth
Oklahoma
$1.8M – – –
CAMG
383
CWA Asset Management Group
Florida
$1.79M -$163K -5,573 -8%
RCM
384
RB Capital Management
Nevada
$1.79M -$7.66K -262 -0.4%
AQR Capital Management
385
AQR Capital Management
Connecticut
$1.79M +$1.79M +61,162 New
CWG
386
Cornerstone Wealth Group
North Carolina
$1.78M -$235K -8,033 -12%
FWP
387
Family Wealth Partners
North Carolina
$1.77M +$1.77M +60,596 New
PWMG
388
Pioneer Wealth Management Group
Texas
$1.75M +$240K +8,210 +16%
CB
389
Commerce Bank
Missouri
$1.73M +$48K +1,643 +3%
GFWA
390
Grey Fox Wealth Advisors
Delaware
$1.73M +$6.08K +208 +0.4%
GP
391
Girard Partners
Pennsylvania
$1.72M -$40K -1,367 -2%
SWM
392
Sanctuary Wealth Management
Idaho
$1.72M -$73.1K -2,501 -4%
FFO
393
Fiduciary Family Office
Florida
$1.68M +$1.68M +57,351 New
AWA
394
Aquire Wealth Advisors
Utah
$1.67M – – –
BHWM
395
Beaird Harris Wealth Management
Texas
$1.62M -$10K -343 -0.6%
VCM
396
Virtue Capital Management
Tennessee
$1.59M – – –
LFG
397
Larson Financial Group
Missouri
$1.53M -$47.3K -1,618 -3%
WPC
398
Wedmont Private Capital
Pennsylvania
$1.52M +$1.14M +39,371 +301%
IWM
399
IHT Wealth Management
Illinois
$1.5M -$356K -12,189 -19%
PGFC
400
Peapack-Gladstone Financial Corp
New Jersey
$1.5M +$1.5M +51,150 New
14 15
16
17 18