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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 %
NAM
451
NorthCrest Asset Manangement
Minnesota
$636K – – –
AP
452
Americana Partners
Texas
$624K +$624K +23,806 New
IA
453
IFP Advisors
Florida
$621K +$104K +3,966 +20%
LA
454
Lane & Associates
New Jersey
$618K +$50.7K +1,937 +9%
SRSA
455
S.R. Schill & Associates
Washington
$614K – – –
PA
456
Parallel Advisors
California
$613K +$195K +7,438 +47%
TFM
457
TFC Financial Management
Massachusetts
$597K -$30.5K -1,165 -5%
H
458
HoyleCohen
California
$592K +$210 +8 +0%
MPAM
459
Murphy Pohlad Asset Management
Minnesota
$590K – – –
FFA
460
First Foundation Advisors
California
$588K – – –
M&T Bank
461
M&T Bank
New York
$588K +$1.73K +66 +0.3%
BMD
462
Better Money Decisions
New Mexico
$587K -$94K -3,586 -14%
Millennium Management
463
Millennium Management
New York
$586K +$586K +22,374 New
QPWM
464
Quadrant Private Wealth Management
Pennsylvania
$586K – – –
YAL
465
Your Advocates Ltd
Texas
$585K -$871K -33,257 -60%
CPCM
466
Cardinal Point Capital Management
Ontario, Canada
$580K – – –
AC
467
AlphaCore Capital
California
$576K +$576K +22,000 New
BB
468
Busey Bank
Illinois
$574K – – –
W
469
WealthOne
New York
$568K -$16.8K -640 -3%
AG
470
Ascent Group
Virginia
$566K -$59.5K -2,285 -10%
BTW
471
Boston Trust Walden
Massachusetts
$564K – – –
CSIC
472
Clifford Swan Investment Counsel
California
$562K – – –
MFWP
473
Mosaic Family Wealth Partners
Missouri
$561K +$175K +6,671 +45%
PIFP
474
Partners in Financial Planning
Virginia
$561K -$111K -4,235 -17%
SPIA
475
Steward Partners Investment Advisory
New York
$559K +$19.3K +735 +4%
17 18
19
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