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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 %
HWP
701
Hibernia Wealth Partners
Louisiana
$209K +$209K +7,136 New
RCS
702
Retirement Capital Strategies
California
$208K +$208K +7,114 New
MWC
703
MBM Wealth Consultants
Missouri
$207K +$207K +6,940 New
SAM
704
Strategy Asset Managers
California
$207K +$207K +7,067 New
GGS
705
Galvin Gaustad & Stein
Arizona
$205K +$205K +7,025 New
GCIM
706
Gunn & Company Investment Management
Florida
$203K +$203K +6,959 New
CPSAC
707
Chas P. Smith & Associates (CPS)
Florida
$203K +$203K +6,959 New
AAG
708
Armstrong Advisory Group
Massachusetts
$201K – – –
SI
709
Stephens Inc
Arkansas
$201K +$201K +6,872 New
QCM
710
QRG Capital Management
Illinois
$201K +$201K +6,867 New
LC
711
Lindbrook Capital
California
$200K – – –
RBC
712
Roble Belko & Company
Pennsylvania
$189K – – –
IGWM
713
ICA Group Wealth Management
Colorado
$184K -$61.9K -2,116 -25%
NMG
714
New Millennium Group
Utah
$184K -$2.25K -77 -1%
PMFA
715
Plante Moran Financial Advisors
Michigan
$178K -$26.8K -916 -13%
TIM
716
Thompson Investment Management
Wisconsin
$163K – – –
OA
717
Operose Advisors
Wisconsin
$162K – – –
SSB
718
Sandy Spring Bank
Maryland
$161K +$58 +2 +0%
AGWCA
719
Annis Gardner Whiting Capital Advisors
Florida
$158K – – –
AF
720
Arrow Financial
New York
$155K +$155K +5,293 New
CAS
721
Coppell Advisory Solutions
Texas
$142K +$142K +4,872 New
TCA
722
Trifecta Capital Advisors
Illinois
$131K +$131K +4,492 New
GT
723
Glenmede Trust
Pennsylvania
$128K – – –
PB
724
Pinnacle Bancorp
Nebraska
$122K – – –
RFG
725
REAP Financial Group
Texas
$120K +$120K +4,097 New
27 28
29
30 31