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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 %
AWM
676
Avior Wealth Management
Nebraska
$8.29K -$1.18K -45 -12%
CWM
677
Cranbrook Wealth Management
Michigan
$5.43K – – –
NSG
678
Nalls Sherbakoff Group
Tennessee
$3.41K -$52 -2 -2%
TLA
679
Tanglewood Legacy Advisors
Texas
$1.31K – – –
TFGT
680
TS Financial Group (TSFG)
Illinois
$1K – – –
BCMLT
681
Beacon Capital Management LLC (Tennessee)
Tennessee
$272 – – –
QC
682
Quent Capital
New York
$26 +$26 +1 New
RCM
683
Raleigh Capital Management
North Carolina
$13 – – –
ZIM
684
Zacks Investment Management
Illinois
– -$1.43M -52,613 Closed
BFS
685
Bard Financial Services
Connecticut
– -$1.14M -41,900 Closed
FTUS
686
Flow Traders U.S.
New York
– -$1.11M -40,957 Closed
VWA
687
V Wealth Advisors
Kansas
– -$1.02M -37,604 Closed
Susquehanna International Group
688
Susquehanna International Group
Pennsylvania
– -$949K -34,946 Closed
MKA
689
M. Kulyk & Associates
Georgia
– -$594K -21,886 Closed
LWM
690
Lodestone Wealth Management
Washington
– -$1M -20,858 Closed
JFG
691
JMG Financial Group
Illinois
– -$457K -16,836 Closed
Bank of New York Mellon
692
Bank of New York Mellon
New York
– -$403K -14,852 Closed
PFG
693
Prosperity Financial Group
California
– -$311K -11,460 Closed
AP
694
Arlington Partners
Alabama
– -$305K -11,229 Closed
TCA
695
Transcend Capital Advisors
New Jersey
– -$283K -10,427 Closed
TW
696
Transform Wealth
Colorado
– -$253K -9,322 Closed
Ameriprise
697
Ameriprise
Minnesota
– -$234K -8,608 Closed
HTC
698
Haverford Trust Company
Pennsylvania
– -$207K -7,609 Closed
HGWM
699
Horst & Graben Wealth Management
Oregon
– -$202K -7,436 Closed
VBWMG
700
Von Berge Wealth Management Group
California
– -$201K -7,394 Closed
25 26 27
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