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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 %
EFL
476
ERn Financial LLC
Wisconsin
$870K -$16.8K -584 -2%
IA
477
IFP Advisors
Florida
$857K +$164K +5,612 +24%
PIA
478
Perennial Investment Advisors
California
$830K – – –
MPW
479
Monterey Private Wealth
California
$829K +$1.46K +50 +0.2%
SWMG
480
Sard Wealth Management Group
Georgia
$823K +$823K +28,162 New
NP
481
NorthRock Partners
Minnesota
$815K – – –
JC
482
JB Capital
Connecticut
$813K +$16.9K +577 +2%
QFA
483
Quantum Financial Advisors
California
$812K +$438 +15 +0.1%
AWM
484
Aspire Wealth Management
Massachusetts
$811K -$1.37K -47 -0.2%
SFS
485
Security Financial Services
Indiana
$809K -$1.46K -50 -0.2%
DJSG
486
D.J. St. Germain
Massachusetts
$809K – – –
TSS
487
Two Sigma Securities
New York
$809K +$809K +27,687 New
LA
488
Lane & Associates
New Jersey
$808K +$118K +4,034 +17%
FFS
489
Founders Financial Securities
Maryland
$795K +$185K +6,322 +30%
ICG
490
InterOcean Capital Group
Tennessee
$793K – – –
OC
491
Oakworth Capital
Alabama
$785K – – –
DCM
492
DGS Capital Management
New Jersey
$773K – – –
HIP
493
HUB Investment Partners
Texas
$771K +$13.2K +453 +2%
FSWA
494
Financial Synergies Wealth Advisors
Texas
$752K -$7.21K -297 -0.9%
ACA
495
Affinity Capital Advisors
California
$750K – – –
NWMG
496
National Wealth Management Group
Ohio
$738K -$58.6K -2,004 -7%
CFS
497
CRA Financial Services
New Jersey
$736K – – –
RPSA
498
Richard P. Slaughter Associates
Texas
$736K – – –
CWM
499
CarsonAllaria Wealth Management
Illinois
$736K -$2.37K -81 -0.3%
RWM
500
Revisor Wealth Management
Ohio
$729K +$161K +5,503 +28%
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