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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 %
MAG
651
Mokosak Advisory Group
Iowa
$276K +$994 +34 +0.4%
BBA
652
BLB&B Advisors
Pennsylvania
$276K +$276K +9,455 New
MA
653
McBroom & Associates
Nevada
$275K – – –
Bessemer Group
654
Bessemer Group
New Jersey
$274K -$478K -16,383 -64%
ASN
655
Advisory Services Network
Georgia
$273K +$234 +8 +0.1%
SWM
656
Spire Wealth Management
Virginia
$272K – – –
HFS
657
Horizon Financial Services
North Carolina
$272K – – –
MC
658
Matisse Capital
Oregon
$271K +$935 +32 +0.3%
EA
659
Ellsworth Advisors
Ohio
$270K +$16.7K +571 +7%
GD
660
Grandfield & Dodd
New York
$264K – – –
M1FG
661
Mach-1 Financial Group
Arkansas
$263K – – –
FFWA
662
FRG Family Wealth Advisors
Washington
$261K +$935 +32 +0.4%
I
663
INVST
Indiana
$256K -$27.4K -921 -10%
HFP
664
Holistic Financial Partners
Indiana
$255K -$1.93K -66 -0.8%
TWM
665
Trevian Wealth Management
Massachusetts
$255K – – –
CD
666
Chapin Davis
Maryland
$254K -$1.75K -60 -0.7%
DFA
667
DHJJ Financial Advisors
Illinois
$253K -$70.5K -2,411 -22%
EK
668
Evensky & Katz
Florida
$250K +$760 +26 +0.3%
WAG
669
Wallace Advisory Group
California
$247K +$917 +35 +0.4%
ML
670
McAdam LLC
Pennsylvania
$247K – – –
DWM
671
Drive Wealth Management
Utah
$245K -$45.5K -1,556 -16%
KFAA
672
Klaas Financial Asset Advisors
Illinois
$245K – – –
AC
673
Adroit Compliance
$245K +$245K +8,365 New
HI
674
Harbour Investments
Wisconsin
$244K -$4.62K -158 -2%
OGF
675
Orin Green Financial
California
$243K -$24.5K -839 -9%
25 26
27
28 29