DFAC icon

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 %
FWM
451
FMFE Wealth Management
New York
$1.04M +$1.04M +35,462 New
ECM
452
Evergreen Capital Management
Washington
$1.03M – – –
PWS
453
Physician Wealth Solutions
Nevada
$1.03M +$1.03M +35,136 New
Fifth Third Bancorp
454
Fifth Third Bancorp
Ohio
$1.03M +$11.3K +385 +1%
CAM
455
Clark Asset Management
New Hampshire
$1.03M +$3.6K +123 +0.4%
CSB
456
City State Bank
Iowa
$993K -$15.2K -521 -2%
LG
457
LAM Group
Oregon
$990K -$117K -3,992 -11%
FFA
458
Farther Finance Advisors
California
$980K -$580K -19,841 -37%
DI
459
DFPG Investments
Utah
$973K +$230 +8 +0%
AIP
460
Almanack Investment Partners
Pennsylvania
$961K -$168K -5,733 -15%
PFA
461
Pettinga Financial Advisors
Indiana
$951K +$456K +15,600 +92%
O3W
462
Omni 360 Wealth
New Jersey
$949K +$949K +32,471 New
HWA
463
Heritage Wealth Advisors
Virginia
$947K – – –
SF
464
Symphony Financial
Texas
$945K -$23.8K -826 -2%
CFO
465
Collective Family Office
Pennsylvania
$944K – – –
VPIM
466
Vanguard Personalized Indexing Management
California
$944K +$19.8K +679 +2%
RA
467
Rise Advisors
New York
$939K +$3.36K +115 +0.4%
EWA
468
Exencial Wealth Advisors
Oklahoma
$928K +$193K +6,590 +26%
TP
469
Tranquility Partners
Tennessee
$914K -$21.1K -723 -2%
SMA
470
Sage Mountain Advisors
Georgia
$913K – – –
KWM
471
Kingsview Wealth Management
Oregon
$910K +$7.34K +251 +0.8%
SWM
472
Shakespeare Wealth Management
Wisconsin
$894K +$29.4K +1,006 +3%
PWLP
473
Prio Wealth Limited Partnership
Massachusetts
$885K – – –
FWA
474
FSM Wealth Advisors
Ohio
$885K +$468 +16 +0.1%
EWA
475
Elevate Wealth Advisory
Georgia
$878K +$878K +30,031 New
17 18
19
20 21