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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 %
WP
151
WMS Partners
Maryland
$26.7M -$72.4K -2,476 -0.3%
IA
152
IFG Advisory
Georgia
$26.5M +$211K +7,221 +0.8%
TWA
153
Trellis Wealth Advisors
California
$26.4M +$793K +27,137 +3%
MHB
154
Midwest Heritage Bank
Iowa
$26M +$196K +6,696 +0.8%
RSWM
155
Robertson Stephens Wealth Management
California
$25.4M -$27.7K -946 -0.1%
WG
156
Watchman Group
Texas
$24.9M +$488K +16,692 +2%
MRWM
157
ML&R Wealth Management
Texas
$24.7M +$512K +17,514 +2%
CAPTRUST Financial Advisors
158
CAPTRUST Financial Advisors
North Carolina
$24.3M -$27.2K -930 -0.1%
UB
159
UMB Bank
Missouri
$24.1M – – –
Truist Financial
160
Truist Financial
North Carolina
$23.6M +$141K +4,837 +0.6%
WWP
161
Walden Wealth Partners
Ohio
$23.4M +$23.4M +799,396 New
AHL
162
Abel Hall LLC
Louisiana
$23.3M +$23.3M +796,334 New
PWMG
163
Private Wealth Management Group
New Jersey
$22.8M +$22.8M +781,156 New
EWM
164
Empirical Wealth Management
Washington
$22.8M -$251K -8,587 -1%
PCM
165
Peirce Capital Management
Texas
$22.8M +$22.8M +780,145 New
SWM
166
Soundmark Wealth Management
Washington
$22.7M +$377K +12,882 +2%
RIM
167
Rockbridge Investment Management
New York
$22.7M +$2.42M +82,769 +12%
PCM
168
Passive Capital Management
Maryland
$22.3M +$733K +25,068 +3%
SIMC
169
Squire Investment Management Company
Utah
$22.3M +$22.3M +761,912 New
RFP
170
Root Financial Partners
California
$22.1M +$224K +7,678 +1%
KAM
171
Kraft Asset Management
Tennessee
$21.1M -$92.9K -3,178 -0.4%
SP
172
Symmetry Partners
Connecticut
$20.5M -$497K -16,984 -2%
VCM
173
Versant Capital Management
Arizona
$20.4M -$654K -22,365 -3%
LFS
174
Lutz Financial Services
Nebraska
$20.2M +$2.35M +80,242 +13%
QHA
175
Quarry Hill Advisors
Minnesota
$20.1M +$373K +12,748 +2%
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