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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 %
CWM
401
Connecticut Wealth Management
Connecticut
$972K – – –
BCM
402
Brookstone Capital Management
Illinois
$936K +$42.3K +1,635 +5%
ECM
403
Evergreen Capital Management
Washington
$924K – – –
CAM
404
Clark Asset Management
New Hampshire
$916K +$3.35K +128 +0.4%
Fifth Third Bancorp
405
Fifth Third Bancorp
Ohio
$910K +$460K +17,565 +102%
CSB
406
City State Bank
Iowa
$904K +$124K +4,750 +16%
DI
407
DFPG Investments
Utah
$883K -$47K -1,805 -5%
SF
408
Symphony Financial
Texas
$878K +$2.87K +110 +0.3%
FSA
409
Financial Security Advisor
Virginia
$873K +$873K +33,302 New
HWA
410
Heritage Wealth Advisors
Virginia
$849K – – –
CFO
411
Collective Family Office
Pennsylvania
$846K -$6.84K -261 -0.8%
RA
412
Rise Advisors
New York
$839K +$3.04K +116 +0.4%
TP
413
Tranquility Partners
Tennessee
$838K – – –
VPIM
414
Vanguard Personalized Indexing Management
California
$828K +$26 +1 +0%
DEM
415
Disciplined Equity Management
Florida
$825K +$1.57K +60 +0.2%
CW
416
CreativeOne Wealth
Kansas
$822K -$2.22M -84,942 -73%
FSWA
417
Financial Synergies Wealth Advisors
Texas
$819K +$2.99K +114 +0.4%
SMA
418
Sage Mountain Advisors
Georgia
$818K – – –
KWM
419
Kingsview Wealth Management
Oregon
$809K +$2.93K +112 +0.4%
EFL
420
ERn Financial LLC
Wisconsin
$806K – – –
PWLP
421
Prio Wealth Limited Partnership
Massachusetts
$793K -$9.67K -369 -1%
FWA
422
FSM Wealth Advisors
Ohio
$793K +$419 +16 +0.1%
WP
423
Wealthspan Partners
Iowa
$783K +$486K +18,544 +163%
SWM
424
Shakespeare Wealth Management
Wisconsin
$775K +$21.8K +832 +3%
TA
425
TFB Advisors
Kansas
$759K +$43.8K +1,670 +6%
15 16
17
18 19