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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
10.88%
Holding in Top 10
164
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+4.46%
% of All Funds
2.62%
New
49
Increased
293
Reduced
188
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIS
1
Strategic Investment Solutions
Illinois
$188M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$904M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.21B
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$118M
5
CCA
5
Catalyst Capital Advisors
New York
$77.2M

Top Sellers

1
LWM
1
LJI Wealth Management
Indiana
$2.18M
2
LPL Financial
2
LPL Financial
California
$446M
3
PAG
3
Private Advisor Group
New Jersey
$32.2M
4
HWM
4
Hemington Wealth Management
Virginia
$15.3M
5
OPS
5
Orion Portfolio Solutions
Nebraska
$12.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
JTWM
26
Jackson Thornton Wealth Management
Alabama
$119M -$3.06M -116,828 -2%
Wealth Enhancement Advisory Services
27
Wealth Enhancement Advisory Services
Minnesota
$118M +$108M +4,110,847 +1,032%
Baird Financial Group
28
Baird Financial Group
Wisconsin
$114M +$4.17M +159,304 +4%
B
29
Bridgeworth
Alabama
$111M +$11.8M +450,687 +12%
AAM
30
Austin Asset Management
Texas
$111M -$2.57M -98,144 -2%
CPA
31
Cardiff Park Advisors
California
$109M -$3.65M -139,366 -3%
Cerity Partners
32
Cerity Partners
New York
$105M -$798K -30,459 -0.8%
EAM
33
Evanson Asset Management
California
$102M +$2.1M +80,025 +2%
PCA
34
Prosperity Capital Advisors
Ohio
$97.3M +$2.44M +93,073 +3%
TFP
35
Triune Financial Partners
Kansas
$95M +$1.17M +44,647 +1%
AC
36
Apella Capital
Connecticut
$92M +$9.74M +371,851 +12%
UBS Group
37
UBS Group
Switzerland
$91.6M +$3.75M +143,263 +4%
SSC
38
Syverson Strege & Co
Iowa
$91.3M +$596K +22,743 +0.7%
AF
39
Allworth Financial
California
$87.8M +$3.68M +140,501 +4%
ADL
40
Asset Dedication LLC
California
$85.7M +$5.38M +205,437 +7%
Osaic Holdings
41
Osaic Holdings
Arizona
$83.8M +$3.67M +140,138 +5%
Mariner
42
Mariner
Kansas
$83.6M +$3.12M +119,251 +4%
AssetMark Inc
43
AssetMark Inc
California
$83.3M +$1.19M +45,437 +1%
MWP
44
Meridian Wealth Partners
Pennsylvania
$81.3M -$1.36M -51,939 -2%
OFA
45
Onyx Financial Advisors
Idaho
$79.6M +$1.42M +54,324 +2%
CWM
46
Core Wealth Management
Florida
$77.2M +$1.51M +57,700 +2%
CCA
47
Catalyst Capital Advisors
New York
$77.2M +$77.2M +2,945,432 New
MRC
48
Millburn Ridgefield Corp
New York
$77.2M +$77.2M +2,945,432 New
SFG
49
Steward Financial Group
Texas
$76.7M +$1.73M +65,881 +2%
FMWA
50
Forvis Mazars Wealth Advisors
Missouri
$76.6M +$88.1K +3,361 +0.1%
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