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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 %
SWA
76
Sax Wealth Advisors
New Jersey
$51.2M +$849K +32,391 +2%
DF
77
DecisionPoint Financial
Arizona
$50.4M +$3.59M +137,128 +8%
THL
78
Tillman Hartley LLC
Colorado
$50.2M -$95K -3,626 -0.2%
ALWM
79
Andrews Lucia Wealth Management
California
$49.7M -$211K -8,052 -0.4%
AP
80
Adero Partners
California
$48.7M -$1.35M -51,341 -3%
KAM
81
KEB Asset Management
Illinois
$48.5M +$889K +33,930 +2%
PAS
82
Park Avenue Securities
New York
$47M +$3.77M +143,749 +9%
BBNB
83
Baker Boyer National Bank
Washington
$46.9M -$2.84M -108,243 -6%
VW
84
Vance Wealth
California
$46.2M +$6.43M +245,299 +16%
TFA
85
Triad Financial Advisors
North Carolina
$45.5M +$2.46M +93,854 +6%
SC
86
Shearwater Capital
Colorado
$43.5M +$709K +27,075 +2%
KAS
87
Kestra Advisory Services
Texas
$43.1M +$9.6M +366,314 +29%
HNWA
88
Henrickson Nauta Wealth Advisors
Michigan
$42.9M +$2.67M +101,753 +7%
CPA
89
Capital Performance Advisors
California
$42.6M +$279K +10,631 +0.7%
CA
90
Claris Advisors
Missouri
$42.4M +$4.73M +180,366 +13%
TWA
91
TCI Wealth Advisors
Arizona
$41M +$373K +14,251 +0.9%
Bank of America
92
Bank of America
North Carolina
$41M +$8.42M +321,463 +26%
LNC
93
Lincoln National Corp
Pennsylvania
$40.7M +$4.23M +161,585 +12%
TWD
94
True Wealth Design
Ohio
$39.7M +$4.69M +178,995 +13%
PWM
95
Perigon Wealth Management
California
$39.3M -$531K -20,286 -1%
CPIG
96
Chicago Partners Investment Group
Illinois
$38.7M +$6.31M +248,065 +19%
SHFA
97
SC&H Financial Advisors
Maryland
$38.7M +$2.41M +91,877 +7%
NA
98
NewEdge Advisors
Louisiana
$38.1M +$6.45M +246,132 +20%
AWM
99
Austin Wealth Management
Texas
$37.4M +$37.4M +1,360,230 New
CWR
100
Chico Wealth RIA
California
$36.9M +$841K +32,089 +2%
2 3
4
5 6