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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 %
MGWA
101
Monument Group Wealth Advisors
Massachusetts
$43.8M +$43.8M +1,499,146 New
BCA
102
Ballentine Capital Advisors
South Carolina
$42.7M +$42.7M +1,433,944 New
BPA
103
Beacon Pointe Advisors
California
$42.4M +$5.88M +201,114 +16%
PWS
104
Paragon Wealth Strategies
Florida
$42.3M +$42.3M +1,448,051 New
Betterment LLC
105
Betterment LLC
New York
$41.9M +$8.64M +295,487 +26%
EA
106
Efficient Advisors
Ohio
$41.2M +$320K +10,952 +0.8%
CWR
107
Chico Wealth RIA
California
$41M -$158K -5,419 -0.4%
GFA
108
Grunden Financial Advisory
Texas
$41M +$41M +1,401,406 New
PAG
109
Private Advisor Group
New Jersey
$40.5M +$4.55M +155,797 +13%
CC
110
Capstone Capital
Nevada
$40.1M +$40.1M +1,372,066 New
SM
111
Sensible Money
Arizona
$39.9M +$3M +102,768 +8%
AWM
112
Austin Wealth Management
Texas
$39.1M -$2.07M -68,378 -5%
LFA
113
Lauterbach Financial Advisors
Texas
$39M -$84K -2,874 -0.2%
JPMorgan Chase & Co
114
JPMorgan Chase & Co
New York
$38.4M +$7.37M +252,036 +24%
SWG
115
Summit Wealth Group
Vermont
$37.7M +$684K +23,416 +2%
RCI
116
RS Crum Inc
California
$37.7M +$1.46M +49,969 +4%
Morgan Stanley
117
Morgan Stanley
New York
$37.3M +$30.4M +1,040,337 +441%
CSIA
118
Conrad Siegel Investment Advisors
Pennsylvania
$37.3M +$2M +68,570 +6%
PWM
119
PBMares Wealth Management
Virginia
$36.8M +$1.8M +61,444 +5%
BWA
120
BCU Wealth Advisors
Illinois
$36.7M +$36.7M +1,255,736 New
BAM
121
Bayshore Asset Management
Florida
$36.5M +$300K +10,279 +0.8%
RK
122
Rather & Kittrell
Tennessee
$36M +$674K +23,069 +2%
VAG
123
Vannoy Advisory Group
Texas
$35.5M +$35.5M +1,213,875 New
Royal Bank of Canada
124
Royal Bank of Canada
Ontario, Canada
$35.4M +$6.42M +219,785 +22%
NWM
125
Northwest Wealth Management
Iowa
$35.2M +$9.21M +315,243 +35%
3 4
5
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