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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 %
NS
751
NBC Securities
Alabama
$12K -$27 -1 -0.2%
PS
752
Principal Securities
Iowa
$10.5K +$10.5K +360 New
AIC
753
Archer Investment Corporation
Indiana
$9K +$9K +308 New
CWM
754
Cranbrook Wealth Management
Michigan
$6.05K – – –
AWM
755
Abound Wealth Management
Tennessee
$5.15K +$5.15K +176 New
BWM
756
Baystate Wealth Management
Massachusetts
$4.99K +$4.99K +170 New
TLA
757
Tanglewood Legacy Advisors
Texas
$1.46K – – –
TFGT
758
TS Financial Group (TSFG)
Illinois
$1K – – –
NSG
759
Nalls Sherbakoff Group
Tennessee
$885 -$2.95K -100 -77%
QC
760
Quent Capital
New York
$439 +$410 +14 +1,400%
UCFA
761
United Capital Financial Advisors
Texas
– -$16.2M -619,292 Closed
Goldman Sachs
762
Goldman Sachs
New York
– -$8.51M -324,868 Closed
AAS
763
Ameritas Advisory Services
Nebraska
– -$3.03M -115,579 Closed
Janney Montgomery Scott
764
Janney Montgomery Scott
Pennsylvania
– -$1.52M -58,029 Closed
SIG
765
Spinnaker Investment Group
California
– -$1.46M -55,750 Closed
FSA
766
Financial Security Advisor
Virginia
– -$873K -33,302 Closed
EW
767
Evoke Wealth
California
– -$731K -27,902 Closed
3LCM
768
3D/L Capital Management
Connecticut
– -$670K -25,586 Closed
AP
769
Americana Partners
Texas
– -$624K -23,806 Closed
Millennium Management
770
Millennium Management
New York
– -$586K -22,374 Closed
YAL
771
Your Advocates Ltd
Texas
– -$585K -22,327 Closed
KAS
772
KPP Advisory Services
Kentucky
– -$510K -19,464 Closed
TA
773
Tectonic Advisors
Texas
– -$461K -17,578 Closed
CAMV
774
Concord Asset Management (Virginia)
Virginia
– -$455K -17,384 Closed
TI
775
Truepoint Inc
Ohio
– -$399K -15,242 Closed
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