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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 %
EA
101
Efficient Advisors
Ohio
$36.6M -$892K -34,062 -2%
ZF
102
Zhang Financial
Michigan
$35.5M +$7.14M +272,181 +25%
LFA
103
Lauterbach Financial Advisors
Texas
$35.1M -$126K -4,804 -0.4%
BJL
104
Brighton Jones LLC
Washington
$33.7M +$6.23M +237,746 +23%
SWG
105
Summit Wealth Group
Vermont
$33.2M +$279K +10,639 +0.8%
SM
106
Sensible Money
Arizona
$33.1M +$3.34M +127,324 +11%
BPA
107
Beacon Pointe Advisors
California
$32.7M +$1.3M +49,730 +4%
RCI
108
RS Crum Inc
California
$32.5M +$293K +11,185 +0.9%
BAM
109
Bayshore Asset Management
Florida
$32.4M -$1M -38,325 -3%
PAG
110
Private Advisor Group
New Jersey
$32.2M -$12.3M -470,405 -28%
CSIA
111
Conrad Siegel Investment Advisors
Pennsylvania
$31.6M +$3.37M +128,576 +12%
RK
112
Rather & Kittrell
Tennessee
$31.6M +$2.81M +107,424 +10%
PWM
113
PBMares Wealth Management
Virginia
$31.3M -$252K -9,626 -0.8%
Cetera Investment Advisers
114
Cetera Investment Advisers
Illinois
$31.2M +$4.52M +172,678 +17%
Betterment LLC
115
Betterment LLC
New York
$29.8M +$5.41M +206,372 +22%
RLIM
116
Red Lighthouse Investment Management
New York
$29.4M +$312K +11,912 +1%
Creative Planning
117
Creative Planning
Kansas
$29.2M +$421K +16,075 +1%
AC
118
Applied Capital
Arkansas
$29.1M +$748K +28,537 +3%
DWM
119
Dopkins Wealth Management
New York
$29M +$4.3M +164,102 +17%
PFM
120
Phillips Financial Management
Indiana
$28.5M -$2.21M -84,355 -7%
CWM
121
Cherrydale Wealth Management
New Jersey
$28.4M +$2.13M +81,444 +8%
FW
122
FirstPurpose Wealth
Utah
$28M -$288K -11,005 -1%
JPMorgan Chase & Co
123
JPMorgan Chase & Co
New York
$27.8M +$1.9M +72,703 +7%
HSG
124
Helen Stephens Group
Texas
$26.2M +$714K +27,267 +3%
Royal Bank of Canada
125
Royal Bank of Canada
Ontario, Canada
$26M +$2.55M +97,467 +11%
3 4
5
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