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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
$188M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
$904M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.21B
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$118M
5
MRC
Millburn Ridgefield Corp
New York
$77.2M

Top Sellers

1
LWM
LJI Wealth Management
Indiana
$2.18M
2
LPL Financial
LPL Financial
California
$446M
3
PAG
Private Advisor Group
New Jersey
$32.2M
4
HWM
Hemington Wealth Management
Virginia
$15.3M
5
OPS
Orion Portfolio Solutions
Nebraska
$12.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
GEA
576
Glen Eagle Advisors
New Jersey
$282K – – –
QCM
577
Quantinno Capital Management
New York
$282K +$282K +10,780 New
RIA
578
Regal Investment Advisors
Michigan
$278K – – –
BFA
579
Beacon Financial Advisory
Ohio
$277K +$52 +2 +0%
AIA
580
Arbor Investment Advisors
North Carolina
$276K – – –
TAM
581
Titleist Asset Management
Texas
$276K +$1.31K +50 +0.5%
WTC
582
WhitTier Trust Company
Nevada
$274K -$75.2K -2,870 -22%
IF
583
Ironwood Financial
Arizona
$271K – – –
RPG
584
Resource Planning Group
Georgia
$269K +$269K +10,285 New
HWM
585
Horizon Wealth Management
Illinois
$269K -$3.07K -117 -1%
GWSG
586
GPS Wealth Strategies Group
Colorado
$268K +$2.86K +109 +1%
EWM
587
Evercore Wealth Management
New York
$267K – – –
MAM
588
Marotta Asset Management
Virginia
$267K – – –
DWM
589
Drive Wealth Management
Utah
$260K -$44.3K -1,692 -15%
PCH
590
PGIM Custom Harvest
New Jersey
$258K +$258K +9,860 New
FSC
591
Full Sail Capital
Oklahoma
$258K +$258K +9,852 New
SF
592
Synovus Financial
Georgia
$256K +$39.9K +1,523 +18%
WAG
593
Wallace Advisory Group
California
$255K +$869 +32 +0.3%
BWA
594
Bordeaux Wealth Advisors
California
$255K – – –
GWMIA
595
Global Wealth Management Investment Advisory
Florida
$253K – – –
Kayne Anderson Rudnick Investment Management
596
Kayne Anderson Rudnick Investment Management
California
$253K – – –
UWPG
597
Ullmann Wealth Partners Group
Florida
$252K +$252K +9,617 New
AIS
598
American Investment Services
Massachusetts
$250K +$11.5K +440 +5%
I
599
INVST
Indiana
$250K +$250K +9,528 New
BP
600
BBR Partners
New York
$248K +$917 +35 +0.4%
22 23
24
25 26