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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 %
EF
526
Exeter Financial
Arizona
$394K +$1.26K +48 +0.3%
CIBC Private Wealth Group
527
CIBC Private Wealth Group
Georgia
$393K -$28.8K -1,099 -7%
PCIA
528
Prime Capital Investment Advisors
Kansas
$393K -$94.1K -3,592 -19%
EGWAG
529
Elwood & Goetz Wealth Advisory Group
Georgia
$392K -$17.3K -659 -4%
CAM
530
CPA Asset Management
Florida
$387K – – –
APC
531
Aspire Private Capital
North Carolina
$387K +$122K +4,674 +46%
CAI
532
Capital Advisors Inc
Oklahoma
$383K – – –
WTA
533
Washington Trust Advisors
Massachusetts
$381K – – –
MFA
534
Morling Financial Advisors
California
$380K -$113K -4,304 -23%
RA
535
Rockingstone Advisors
Massachusetts
$379K +$379K +14,471 New
SS
536
Simplicity Solutions
Minnesota
$378K -$32.5K -1,240 -8%
FA
537
Fiduciary Alliance
South Carolina
$377K – – –
LFG
538
Lockerman Financial Group
California
$376K – – –
SHGA
539
Sand Hill Global Advisors
California
$374K – – –
HFA
540
Highland Financial Advisors
New Jersey
$373K -$3.85K -147 -1%
CAG
541
Csenge Advisory Group
Florida
$370K +$127K +4,856 +52%
BAWC
542
Boyce & Associates Wealth Consulting
Texas
$369K +$369K +14,092 New
FIA
543
Foundations Investment Advisors
Arizona
$364K -$34.5K -1,318 -9%
RA
544
Regis Acquisition
Colorado
$363K +$1.34K +51 +0.4%
FAT
545
First American Trust
California
$360K -$18.7K -713 -5%
ATC
546
Argent Trust Co
Tennessee
$358K +$60.2K +2,298 +20%
CTC
547
Central Trust Company
Missouri
$357K – – –
NW
548
NewEdge Wealth
Pennsylvania
$353K +$353K +13,468 New
DWP
549
Destiny Wealth Partners
Florida
$349K – – –
BTI
550
Blue Trust Inc
Georgia
$348K +$134K +4,950 +63%
20 21
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