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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 %
HWM
201
Hassell Wealth Management
Louisiana
$14.5M -$702K -23,578 -5%
LFA
202
LifeGuide Financial Advisors
Pennsylvania
$14.4M +$160K +5,490 +1%
CAM
203
Cresset Asset Management
Illinois
$14.2M -$14.6K -500 -0.1%
FWP
204
Firethorn Wealth Partners
Georgia
$14M -$14.3K -488 -0.1%
AF
205
Advisornet Financial
Minnesota
$14M -$1.49M -51,114 -10%
BCI
206
Brinker Capital Investments
Pennsylvania
$13.9M -$394K -13,560 -3%
OPS
207
Orion Portfolio Solutions
Nebraska
$13.9M -$394K -13,560 -3%
KMWM
208
Keudell/Morrison Wealth Management
Oregon
$13.9M -$305K -10,449 -2%
PFG
209
Pinnacle Financial Group
Illinois
$13.5M +$750K +25,668 +6%
MWM
210
Mattern Wealth Management
Kansas
$13.3M +$553K +18,933 +4%
MFG
211
Merit Financial Group
Georgia
$12.9M -$231K -7,916 -2%
FI
212
Financial Insights
Washington
$12.7M -$615K -21,056 -5%
Stifel Financial
213
Stifel Financial
Missouri
$12.6M -$2.45M -83,921 -16%
DWA
214
Delap Wealth Advisory
Oregon
$12.4M -$1.24M -42,498 -9%
CWM
215
Cahill Wealth Management
Michigan
$12.3M +$1.4M +48,029 +13%
SAG
216
SageView Advisory Group
California
$12.1M -$128K -4,305 -1%
EWA
217
EverSource Wealth Advisors
Alabama
$11.5M -$2.63M -89,895 -19%
RFC
218
Regions Financial Corp
Alabama
$11.4M +$261K +8,924 +2%
IAN
219
Integrated Advisors Network
Texas
$11.2M +$338K +11,556 +3%
SC
220
Schubert & Co
Texas
$11.1M -$643 -22 -0%
GWWM
221
Great Waters Wealth Management
Minnesota
$11M -$765K -26,664 -7%
SFA
222
Sequoia Financial Advisors
Ohio
$11M -$341K -11,653 -3%
WP
223
WealthSource Partners
California
$10.8M -$26.8K -917 -0.2%
AW
224
Avion Wealth
Texas
$10.7M -$232K -7,929 -2%
SIS
225
Strategic Investment Solutions
Illinois
$10.6M -$191M -6,523,470 -95%
7 8
9
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