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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.

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

Top Sellers

1
SIS
1
Strategic Investment Solutions
Illinois
$10.6M
2
FPAS
2
Focus Partners Advisor Solutions
Missouri
$187M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$48.4M
4
UCFA
4
United Capital Financial Advisors
Texas
$0
5
RA
5
RFG Advisory
Alabama
$10.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
NA
51
NewEdge Advisors
Louisiana
$81.1M +$38.4M +1,306,144 +90%
WIM
52
Warwick Investment Management
Texas
$81M -$8.71K -298 -0%
FAAM
53
First Ascent Asset Management
Colorado
$80.4M -$146K -5,000 -0.2%
VAS
54
Vestmark Advisory Solutions
Massachusetts
$77.5M +$13M +446,294 +20%
NCM
55
New Capital Management
Texas
$71M -$311K -10,635 -0.4%
WWP
56
Waypoint Wealth Partners
California
$71M +$2.25M +76,844 +3%
RJFSA
57
Raymond James Financial Services Advisors
Florida
$70.6M -$2.15M -73,594 -3%
GWM
58
Grand Wealth Management
Michigan
$69.7M -$310K -10,597 -0.4%
PWIA
59
Porter White Investment Advisors
Alabama
$69.7M +$5.08M +173,790 +8%
AC
60
AWM Capital
Arizona
$69.5M +$2.55M +87,173 +4%
OIA
61
OneDigital Investment Advisors
Kansas
$68.2M +$57.3M +1,960,217 +527%
CCWA
62
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$68M -$2.98M -102,057 -4%
MHS
63
M Holdings Securities
Oregon
$66.3M +$1.76M +60,309 +3%
SWA
64
ShankerValleau Wealth Advisors
Illinois
$65.5M -$110K -3,771 -0.2%
MWM
65
Merriman Wealth Management
Washington
$65.3M -$630K -21,554 -1%
Comerica Bank
66
Comerica Bank
Texas
$65.2M -$3.65M -124,773 -5%
RWM
67
Ruedi Wealth Management
Illinois
$65.1M +$3.81M +130,488 +6%
IWC
68
Integrated Wealth Concepts
Massachusetts
$65.1M +$343K +11,731 +0.5%
W
69
WorthPointe
California
$65M +$699K +23,914 +1%
RIP
70
RAM Investment Partners
Washington
$64.2M +$818K +27,983 +1%
HIG
71
Heritage Investment Group
Florida
$64M -$458K -15,660 -0.7%
EC
72
Eaton-Cambridge
Arizona
$62.7M +$62.7M +2,144,264 New
DF
73
DecisionPoint Financial
Arizona
$62.4M +$6.23M +212,981 +11%
PCI
74
Planning Center Inc
Illinois
$62.1M -$830K -28,395 -1%
SIAG
75
Safeguard Investment Advisory Group
California
$61.7M +$3.94M +134,915 +7%
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3
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