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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 %
AF
176
Advisornet Financial
Minnesota
$13.9M -$410K -15,652 -3%
CFA
177
Cahill Financial Advisors
Minnesota
$13.7M +$376K +14,360 +3%
IAG
178
Investment Advisory Group
Massachusetts
$13.7M +$556K +21,203 +4%
CFO
179
CVA Family Office
Colorado
$13.6M +$24.2K +925 +0.2%
Stifel Financial
180
Stifel Financial
Missouri
$13.5M +$5.49M +209,386 +69%
RCAG
181
Rehmann Capital Advisory Group
Michigan
$13.2M -$116K -4,446 -0.9%
WP
182
WealthSpring Partners
California
$13M +$216K +8,256 +2%
OPS
183
Orion Portfolio Solutions
Nebraska
$12.9M -$4.14M -157,874 -24%
BCI
184
Brinker Capital Investments
Pennsylvania
$12.9M -$4.14M -157,874 -24%
HWM
185
Hassell Wealth Management
Louisiana
$12.9M -$323K -12,765 -2%
KMWM
186
Keudell/Morrison Wealth Management
Oregon
$12.8M -$1.5M -57,097 -10%
LFA
187
LifeGuide Financial Advisors
Pennsylvania
$12.8M +$8.55M +326,499 +204%
CAM
188
Cresset Asset Management
Illinois
$12.8M +$148K +5,660 +1%
EWA
189
EverSource Wealth Advisors
Alabama
$12.6M +$1.31M +49,835 +12%
FWP
190
Firethorn Wealth Partners
Georgia
$12.6M +$1.33M +50,828 +12%
DWA
191
Delap Wealth Advisory
Oregon
$12.3M -$813K -31,017 -6%
AWM
192
AE Wealth Management
Kansas
$12M +$3.89M +148,420 +48%
CG
193
Colony Group
Massachusetts
$11.9M +$303K +11,572 +3%
MFG
194
Merit Financial Group
Georgia
$11.7M -$274K -10,470 -2%
FI
195
Financial Insights
Washington
$11.6M -$1.04M -40,969 -8%
PFG
196
Pinnacle Financial Group
Illinois
$11.5M +$256K +9,774 +2%
MWM
197
Mattern Wealth Management
Kansas
$11.4M -$2.9M -110,661 -20%
RJA
198
Raymond James & Associates
Florida
$11M +$2.67M +101,861 +32%
SAG
199
SageView Advisory Group
California
$10.7M +$64.8K +2,474 +0.6%
GWWM
200
Great Waters Wealth Management
Minnesota
$10.7M -$471K -18,068 -4%
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