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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
10.88%
Holding in Top 10
164
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+4.46%
% of All Funds
2.62%
New
49
Increased
293
Reduced
188
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIS
1
Strategic Investment Solutions
Illinois
$188M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$904M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.21B
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$118M
5
CCA
5
Catalyst Capital Advisors
New York
$77.2M

Top Sellers

1
LWM
1
LJI Wealth Management
Indiana
$2.18M
2
LPL Financial
2
LPL Financial
California
$446M
3
PAG
3
Private Advisor Group
New Jersey
$32.2M
4
HWM
4
Hemington Wealth Management
Virginia
$15.3M
5
OPS
5
Orion Portfolio Solutions
Nebraska
$12.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
WIM
51
Warwick Investment Management
Texas
$72.6M +$128K +4,871 +0.2%
FAAM
52
First Ascent Asset Management
Colorado
$72.2M +$3.67M +139,925 +5%
JWA
53
JFS Wealth Advisors
Pennsylvania
$71.3M -$1.04M -39,876 -1%
B
54
BetterWealth
California
$70.3M -$945K -36,057 -1%
AFG
55
Altiora Financial Group
Ohio
$67.3M -$1.37M -52,336 -2%
RJFSA
56
Raymond James Financial Services Advisors
Florida
$65.2M +$2.61M +99,485 +4%
NCM
57
New Capital Management
Texas
$64M +$64M +2,440,980 New
CCWA
58
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$63.6M -$841K -32,094 -1%
GWM
59
Grand Wealth Management
Michigan
$62.8M -$263K -10,047 -0.4%
Comerica Bank
60
Comerica Bank
Texas
$61.7M +$61.7M +2,356,470 New
WWP
61
Waypoint Wealth Partners
California
$61.6M -$1.04M -39,590 -2%
AC
62
AWM Capital
Arizona
$60M +$5.99M +228,499 +11%
MWM
63
Merriman Wealth Management
Washington
$59.1M -$977K -37,287 -2%
SWA
64
ShankerValleau Wealth Advisors
Illinois
$58.8M +$177K +6,741 +0.3%
IWC
65
Integrated Wealth Concepts
Massachusetts
$58M -$156K -5,958 -0.3%
PWIA
66
Porter White Investment Advisors
Alabama
$57.9M +$1.55M +59,216 +3%
MHS
67
M Holdings Securities
Oregon
$57.8M +$11M +419,966 +24%
HIG
68
Heritage Investment Group
Florida
$57.8M -$1.85M -70,423 -3%
VAS
69
Vestmark Advisory Solutions
Massachusetts
$57.7M +$15.2M +578,488 +36%
W
70
WorthPointe
California
$57.6M +$1.67M +63,757 +3%
RIP
71
RAM Investment Partners
Washington
$56.8M +$3.53M +134,800 +7%
PCI
72
Planning Center Inc
Illinois
$56.4M +$248K +9,466 +0.4%
RWM
73
Ruedi Wealth Management
Illinois
$55M +$1.31M +49,820 +2%
Cambridge Investment Research Advisors
74
Cambridge Investment Research Advisors
Iowa
$53.9M -$571K -21,806 -1%
SIAG
75
Safeguard Investment Advisory Group
California
$51.8M +$4.38M +167,323 +9%
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