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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 %
Bank of America
76
Bank of America
North Carolina
$61.6M +$15.9M +545,056 +35%
SWA
77
Sax Wealth Advisors
New Jersey
$59.6M +$2.43M +83,234 +4%
Cambridge Investment Research Advisors
78
Cambridge Investment Research Advisors
Iowa
$56.6M -$3.59M -122,978 -6%
Creative Planning
79
Creative Planning
Kansas
$56.2M +$23.6M +806,736 +72%
THL
80
Tillman Hartley LLC
Colorado
$55.9M -$153K -5,243 -0.3%
PAS
81
Park Avenue Securities
New York
$55.8M +$3.4M +116,490 +7%
ALWM
82
Andrews Lucia Wealth Management
California
$55.4M -$75.6K -2,588 -0.1%
AP
83
Adero Partners
California
$54.1M -$216K -7,398 -0.4%
KAM
84
KEB Asset Management
Illinois
$53.7M -$438K -14,989 -0.8%
BBNB
85
Baker Boyer National Bank
Washington
$51.4M -$889K -30,423 -2%
KAS
86
Kestra Advisory Services
Texas
$50.4M +$2.3M +78,589 +5%
VW
87
Vance Wealth
California
$49.6M -$1.9M -65,059 -4%
HNWA
88
Henrickson Nauta Wealth Advisors
Michigan
$49.5M +$1.59M +54,473 +3%
SC
89
Shearwater Capital
Colorado
$49M +$475K +16,253 +1%
ZF
90
Zhang Financial
Michigan
$48.8M +$9.3M +318,312 +24%
Osaic Holdings
91
Osaic Holdings
Arizona
$48.4M -$45.1M -1,543,744 -48%
CPA
92
Capital Performance Advisors
California
$47.5M -$111K -3,802 -0.2%
CA
93
Claris Advisors
Missouri
$46.9M -$399K -13,646 -0.8%
SHFA
94
SC&H Financial Advisors
Maryland
$46.8M +$3.69M +126,236 +9%
TWD
95
True Wealth Design
Ohio
$46.6M +$2.28M +78,069 +5%
LNC
96
Lincoln National Corp
Pennsylvania
$46.3M +$812K +27,765 +2%
TWA
97
TCI Wealth Advisors
Arizona
$46.2M +$405K +13,855 +0.9%
BJL
98
Brighton Jones LLC
Washington
$46.1M +$8.53M +291,888 +23%
CPIG
99
Chicago Partners Investment Group
Illinois
$45.6M +$941K +32,052 +2%
PWM
100
Perigon Wealth Management
California
$44.7M +$865K +29,608 +2%
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4
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