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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
10.87%
Holding in Top 10
164
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+4.46%
% of All Funds
2.61%
New
49
Increased
293
Reduced
188
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIS
Strategic Investment Solutions
Illinois
$188M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
$904M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.21B
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$118M
5
MRC
Millburn Ridgefield Corp
New York
$77.2M

Top Sellers

1
LWM
LJI Wealth Management
Indiana
$2.18M
2
LPL Financial
LPL Financial
California
$446M
3
PAG
Private Advisor Group
New Jersey
$32.2M
4
HWM
Hemington Wealth Management
Virginia
$15.3M
5
OPS
Orion Portfolio Solutions
Nebraska
$12.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
151
Soundmark Wealth Management
Washington
$20M +$139K +5,319 +0.7%
RFP
152
Root Financial Partners
California
$19.6M -$842K -32,137 -4%
PCM
153
Passive Capital Management
Maryland
$19.3M +$394K +15,021 +2%
KAM
154
Kraft Asset Management
Tennessee
$19M -$250K -9,561 -1%
VCM
155
Versant Capital Management
Arizona
$18.8M +$1.55M +59,201 +9%
SP
156
Symmetry Partners
Connecticut
$18.8M -$809K -30,884 -4%
RA
157
RFG Advisory
Alabama
$18.4M +$2.15M +82,171 +13%
RIM
158
Rockbridge Investment Management
New York
$18.1M +$936K +35,732 +5%
GVAG
159
Great Valley Advisor Group
Delaware
$17.7M +$13M +497,577 +279%
QHA
160
Quarry Hill Advisors
Minnesota
$17.7M -$642K -24,506 -3%
RFP
161
RCS Financial Planning
Maryland
$17.6M +$731K +27,888 +4%
NEWAS
162
N.E.W. Advisory Services
Wisconsin
$16.3M +$54K +2,061 +0.3%
UCFA
163
United Capital Financial Advisors
Texas
$16.2M -$1.31M -49,939 -7%
HIA
164
HTG Investment Advisors
Connecticut
$16.2M +$1.17M +44,791 +8%
CIAS
165
CFS Investment Advisory Services
New Jersey
$16M +$1.76M +67,085 +12%
LFS
166
Lutz Financial Services
Nebraska
$16M +$2.14M +81,566 +15%
LFGO
167
Legacy Financial Group (Oklahoma)
Oklahoma
$15.8M +$414K +15,812 +3%
FWM
168
FMB Wealth Management
California
$15.7M +$1.2M +45,707 +8%
MWA
169
Mills Wealth Advisors
Texas
$15.5M +$79.2K +3,023 +0.5%
HWM
170
Hemington Wealth Management
Virginia
$15.3M -$4.65M -177,643 -23%
DAS
171
Dynamic Advisor Solutions
Arizona
$15.1M +$3.86M +147,348 +34%
CPWM
172
Cypress Point Wealth Management
Texas
$15.1M +$988K +37,718 +7%
WAP
173
Wealthcare Advisory Partners
Pennsylvania
$14.4M -$668K -25,482 -4%
FA
174
Financial Alternatives
California
$14.3M +$310K +11,813 +2%
Financial Engines Advisors
175
Financial Engines Advisors
California
$14M -$130K -4,943 -0.9%
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