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Dimensional US Core Equity 2 ETF
DFAC

Overview Fund Activity

760 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 116 funds opening new positions, 284 increasing their positions, 223 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
760
Holders Change
+78
Holders Change %
+11.44%
% of All Funds
11.14%
Holding in Top 10
198
Holding in Top 10 Change
+34
Holding in Top 10 Change %
+20.73%
% of All Funds
2.9%
New
116
Increased
284
Reduced
223
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
$1.19B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.45B
3
AC
Apella Capital
Connecticut
$181M
4
OIA
OneDigital Investment Advisors
Kansas
$68.2M
5
PWS
Paragon Wealth Strategies
Florida
$42.3M

Top Sellers

1
SIS
Strategic Investment Solutions
Illinois
$10.6M
2
FPAS
Focus Partners Advisor Solutions
Missouri
$187M
3
Osaic Holdings
Osaic Holdings
Arizona
$48.4M
4
UCFA
United Capital Financial Advisors
Texas
$0
5
RA
RFG Advisory
Alabama
$10.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
ERIM
626
Eagle Ridge Investment Management
Connecticut
$307K -$50K -1,710 -14%
TAM
627
Titleist Asset Management
Texas
$306K -$1.46K -50 -0.5%
WTC
628
WhitTier Trust Company
Nevada
$306K – – –
FG
629
Fairman Group
Pennsylvania
$305K +$305K +10,424 New
EWM
630
Evercore Wealth Management
New York
$304K +$6.43K +220 +2%
CWS
631
Confluence Wealth Services
Pennsylvania
$303K +$303K +10,363 New
IF
632
Ironwood Financial
Arizona
$303K – – –
GWSG
633
GPS Wealth Strategies Group
Colorado
$302K +$3.19K +109 +1%
BC
634
Bartlett & Co
Ohio
$301K +$118K +4,007 +64%
BCWM
635
Bartlett & Co Wealth Management
Ohio
$301K +$118K +4,007 +64%
HWM
636
Horizon Wealth Management
Illinois
$301K +$555 +19 +0.2%
SFS
637
Summit Financial Strategies
Ohio
$298K +$56.8K +1,942 +24%
MAM
638
Marotta Asset Management
Virginia
$298K – – –
AIS
639
American Investment Services
Massachusetts
$294K +$14.4K +491 +5%
PFS
640
Prospera Financial Services
Texas
$292K +$292K +9,984 New
SCM
641
Steele Capital Management
Iowa
$288K +$288K +9,858 New
AIA
642
Arbor Investment Advisors
North Carolina
$287K -$20.3K -693 -7%
FSC
643
Full Sail Capital
Oklahoma
$286K -$1.58K -54 -0.5%
BWA
644
Bordeaux Wealth Advisors
California
$285K – – –
SPC
645
Sigma Planning Corp
Michigan
$285K +$11.8K +403 +4%
UWPG
646
Ullmann Wealth Partners Group
Florida
$282K +$935 +32 +0.3%
IWM
647
Iams Wealth Management
Nebraska
$282K +$282K +9,646 New
Kayne Anderson Rudnick Investment Management
648
Kayne Anderson Rudnick Investment Management
California
$282K – – –
WWM
649
Waterway Wealth Management
Texas
$280K +$280K +9,579 New
BP
650
BBR Partners
New York
$278K +$965 +33 +0.3%
24 25
26
27 28