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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 %
ACA
176
American Capital Advisory
Idaho
$19.5M +$19.5M +667,212 New
CPWM
177
Cypress Point Wealth Management
Texas
$18.8M +$1.98M +67,674 +12%
HIA
178
HTG Investment Advisors
Connecticut
$18.7M +$684K +23,414 +4%
RFP
179
RCS Financial Planning
Maryland
$18.7M -$933K -31,914 -5%
DAS
180
Dynamic Advisor Solutions
Arizona
$18.7M +$2.16M +75,371 +13%
FWM
181
FMB Wealth Management
California
$18.4M +$850K +29,084 +5%
NEWAS
182
N.E.W. Advisory Services
Wisconsin
$18.2M -$53.9K -1,845 -0.3%
PCIA
183
Prime Capital Investment Advisors
Kansas
$17.9M +$17.5M +598,131 +3,988%
LFGO
184
Legacy Financial Group (Oklahoma)
Oklahoma
$17.8M +$137K +4,678 +0.8%
WAP
185
Wealthcare Advisory Partners
Pennsylvania
$17.8M +$1.72M +58,912 +11%
CIAS
186
CFS Investment Advisory Services
New Jersey
$17.8M -$97.5K -3,334 -0.5%
SW
187
Schulz Wealth
Texas
$17.7M +$17.7M +605,799 New
MWA
188
Mills Wealth Advisors
Texas
$17.6M +$234K +8,005 +1%
Jane Street
189
Jane Street
New York
$17.3M +$17.3M +592,779 New
CFA
190
Cahill Financial Advisors
Minnesota
$16.8M +$1.51M +51,803 +10%
HWM
191
Hemington Wealth Management
Virginia
$16.7M -$428K -14,628 -2%
FA
192
Financial Alternatives
California
$16.4M +$428K +14,634 +3%
SRCM
193
Signature Resources Capital Management
California
$16.3M +$16.3M +558,573 New
Focus Partners Wealth
194
Focus Partners Wealth
Massachusetts
$16.2M +$16.2M +555,236 New
AWM
195
AE Wealth Management
Kansas
$16.2M +$2.72M +91,756 +20%
DWS
196
Discipline Wealth Solutions
South Carolina
$16M +$16M +536,880 New
IAG
197
Investment Advisory Group
Massachusetts
$15.6M +$354K +12,101 +2%
Financial Engines Advisors
198
Financial Engines Advisors
California
$15.3M -$327K -11,171 -2%
CFO
199
CVA Family Office
Colorado
$15.3M +$34.7K +1,188 +0.2%
RCAG
200
Rehmann Capital Advisory Group
Michigan
$15M +$267K +9,136 +2%
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