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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 %
Cetera Investment Advisers
126
Cetera Investment Advisers
Illinois
$34.8M +$51.5K +1,762 +0.1%
ODA
127
One Degree Advisors
California
$34M +$34M +1,148,529 New
C1AG
128
Client 1st Advisory Group
Florida
$33.7M +$10.9M +372,712 +48%
RLIM
129
Red Lighthouse Investment Management
New York
$32.6M -$193K -6,619 -0.6%
AC
130
Applied Capital
Arkansas
$32.6M +$95.9K +3,282 +0.3%
CWM
131
Cherrydale Wealth Management
New Jersey
$32.4M +$766K +26,203 +2%
HSG
132
Helen Stephens Group
Texas
$32.1M +$2.78M +95,149 +10%
MML Investors Services
133
MML Investors Services
Massachusetts
$31.3M +$3.68M +126,036 +13%
FW
134
FirstPurpose Wealth
Utah
$31.2M -$23K -788 -0.1%
GVAG
135
Great Valley Advisor Group
Delaware
$31M +$11.3M +385,297 +57%
GWS
136
Glassman Wealth Services
Virginia
$31M +$3.39M +115,904 +12%
CCMI
137
Creative Capital Management Investments
California
$30.4M +$2.66M +90,912 +10%
TCOTS
138
Trust Company of the South
North Carolina
$30M +$30M +1,025,863 New
MCM
139
Morton Capital Management
California
$29.1M +$2.55M +87,141 +10%
PFM
140
Phillips Financial Management
Indiana
$29M -$2.7M -92,519 -9%
EWA
141
EP Wealth Advisors
California
$28.7M -$56.6K -1,937 -0.2%
NRWA
142
North Ridge Wealth Advisors
Oregon
$28.7M +$1.43M +48,851 +5%
SPWM
143
Straight Path Wealth Management
Michigan
$28.4M +$3.94M +134,842 +16%
WA
144
Wealthstream Advisors
New York
$28.4M +$3.3M +113,057 +13%
DWM
145
Dopkins Wealth Management
New York
$27.7M -$4.67M -159,756 -14%
EH
146
Equitable Holdings
New York
$27.6M +$1.98M +67,731 +8%
MG
147
Mather Group
Illinois
$27.3M -$566K -19,378 -2%
LWM
148
Liberty Wealth Management
California
$27.3M -$555K -18,982 -2%
DPW
149
DiNuzzo Private Wealth
Pennsylvania
$27.2M +$27.2M +929,744 New
FS
150
Financial Symmetry
North Carolina
$27.1M +$27.1M +927,740 New
4 5
6
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