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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 %
KA
501
Kovack Advisors
Florida
$728K +$29 +1 +0%
CGFA
502
Colton Groome Financial Advisors
North Carolina
$726K +$726K +24,838 New
AWM
503
Arista Wealth Management
Nevada
$726K +$3.65K +125 +0.5%
LSA
504
Lion Street Advisors
Texas
$719K -$8.59K -294 -1%
ACC
505
Acorn Creek Capital
Colorado
$719K +$719K +24,594 New
NAM
506
NorthCrest Asset Manangement
Minnesota
$710K – – –
CG
507
Caprock Group
Idaho
$686K +$220K +7,523 +47%
SRSA
508
S.R. Schill & Associates
Washington
$685K – – –
TFM
509
TFC Financial Management
Massachusetts
$669K +$2.4K +82 +0.4%
MPAM
510
Murphy Pohlad Asset Management
Minnesota
$658K – – –
BMD
511
Better Money Decisions
New Mexico
$657K +$2.02K +69 +0.3%
FFA
512
First Foundation Advisors
California
$656K – – –
QPWM
513
Quadrant Private Wealth Management
Pennsylvania
$654K – – –
FWM
514
Fortress Wealth Management
California
$653K +$108K +3,683 +20%
CPCM
515
Cardinal Point Capital Management
Ontario, Canada
$647K – – –
BB
516
Busey Bank
Illinois
$641K – – –
BTW
517
Boston Trust Walden
Massachusetts
$630K – – –
PIFP
518
Partners in Financial Planning
Virginia
$627K +$1.75K +60 +0.3%
MFWP
519
Mosaic Family Wealth Partners
Missouri
$626K +$88 +3 +0%
CSIC
520
Clifford Swan Investment Counsel
California
$623K -$4.09K -140 -0.7%
YWM
521
Yoder Wealth Management
California
$618K – – –
SPP
522
Single Point Partners
Massachusetts
$613K – – –
SB
523
Strategic Blueprint
Georgia
$609K -$3.13K -107 -0.5%
Renaissance Technologies
524
Renaissance Technologies
New York
$596K -$222K -7,600 -27%
M&T Bank
525
M&T Bank
New York
$596K -$60.6K -2,073 -9%
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