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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 %
Thrivent Financial for Lutherans
401
Thrivent Financial for Lutherans
Minnesota
$1.49M – – –
WWA
402
WCG Wealth Advisors
Nevada
$1.48M +$40.6K +1,388 +3%
SWP
403
Strategic Wealth Partners
Ohio
$1.46M – – –
BCP
404
Blue Chip Partners
Michigan
$1.44M +$5.12K +175 +0.4%
SFC
405
Strategic Financial Concepts
Texas
$1.43M -$130K -4,435 -8%
LA
406
Lifeworks Advisors
Michigan
$1.43M +$44.2K +1,513 +3%
MA
407
MJP Associates
Connecticut
$1.42M +$3.22K +110 +0.2%
AO
408
Advisor OS
Illinois
$1.42M +$3.22K +110 +0.2%
Brown Advisory
409
Brown Advisory
Maryland
$1.42M -$21K -719 -1%
ACP
410
Aviance Capital Partners
Florida
$1.42M -$14.5K -495 -1%
CCWM
411
Cassaday & Co Wealth Management
Virginia
$1.39M +$115K +3,943 +9%
KPWS
412
Kestra Private Wealth Services
Texas
$1.39M – – –
ACM
413
Advisors Capital Management
New Jersey
$1.37M -$443K -15,135 -24%
AWS
414
Atria Wealth Solutions
New York
$1.35M -$351 -12 -0%
BP
415
Ballentine Partners
Massachusetts
$1.35M – – –
QCIG
416
Quad-Cities Investment Group
Iowa
$1.34M +$205K +7,063 +18%
MFG
417
Mendota Financial Group
Wisconsin
$1.32M -$1.42M -48,615 -52%
JCM
418
Jacobi Capital Management
Pennsylvania
$1.32M -$208K -7,115 -14%
Northern Trust
419
Northern Trust
Illinois
$1.31M – – –
CMP
420
Coston McIsaac & Partners
Maine
$1.29M +$2.51K +86 +0.2%
MWM
421
MGB Wealth Management
Texas
$1.29M +$1.29M +43,915 New
SPIA
422
Steward Partners Investment Advisory
New York
$1.29M +$666K +22,775 +107%
MGW
423
MB Generational Wealth
Washington
$1.29M +$1.29M +44,053 New
FIM
424
Freedom Investment Management
Connecticut
$1.28M +$1.28M +43,845 New
IC
425
IEQ Capital
California
$1.27M +$4.53K +155 +0.4%
15 16
17
18 19