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Dimensional US Core Equity 2 ETF
DFAC

Overview Fund Activity

761 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 117 funds opening new positions, 284 increasing their positions, 223 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
761
Holders Change
+79
Holders Change %
+11.58%
% of All Funds
11.16%
Holding in Top 10
199
Holding in Top 10 Change
+35
Holding in Top 10 Change %
+21.34%
% of All Funds
2.92%
New
117
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 %
IC
426
IEQ Capital
California
$1.27M +$4.53K +155 +0.4%
GTAM
427
Global Trust Asset Management
Florida
$1.25M +$17.3K +591 +1%
SAM
428
Silvercrest Asset Management
New York
$1.22M – – –
FA
429
Fortis Advisors
Pennsylvania
$1.22M +$4.27K +146 +0.4%
SRB
430
Shotwell Rutter Baer
Michigan
$1.21M +$1.21M +41,790 New
PFBT
431
Parkside Financial Bank & Trust
Missouri
$1.21M -$273K -9,325 -18%
FCG
432
Fielder Capital Group
Tennessee
$1.21M +$1.21M +41,287 New
CCM
433
Coldstream Capital Management
Washington
$1.2M – – –
OPWM
434
Oakwell Private Wealth Management
Texas
$1.19M -$11.3K -387 -0.9%
CA
435
Cetera Advisors
Colorado
$1.16M -$257K -8,798 -18%
OSAM
436
O'Shaughnessy Asset Management
Connecticut
$1.16M +$58 +2 +0%
TNBTD
437
Trustmark National Bank Trust Department
Mississippi
$1.14M – – –
JWCA
438
J.W. Cole Advisors
Florida
$1.14M +$1.14M +39,065 New
FMC
439
First Merchants Corp
Indiana
$1.12M – – –
MIAS
440
Mason Investment Advisory Services
Virginia
$1.12M – – –
PMG
441
ProVise Management Group
Florida
$1.12M +$3.48K +119 +0.3%
BFP
442
Brewster Financial Planning
New York
$1.11M – – –
WS
443
Wedbush Securities
California
$1.11M – – –
CWM
444
Connecticut Wealth Management
Connecticut
$1.08M – – –
CW
445
CreativeOne Wealth
Kansas
$1.07M +$156K +5,336 +17%
EP
446
Essential Planning
New Hampshire
$1.07M +$531K +18,164 +99%
CFG
447
Cooper Financial Group
California
$1.06M -$64.1K -2,193 -6%
BCM
448
Brookstone Capital Management
Illinois
$1.06M – – –
MAA
449
Mraz Amerine & Associates
California
$1.05M -$172K -5,886 -14%
DEM
450
Disciplined Equity Management
Florida
$1.04M +$117K +3,990 +13%
16 17
18
19 20