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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.

Holders
682
Holders Change
+17
Holders Change %
+2.56%
% of All Funds
10.88%
Holding in Top 10
164
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+4.46%
% of All Funds
2.62%
New
49
Increased
293
Reduced
188
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

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

Top Sellers

1
LWM
1
LJI Wealth Management
Indiana
$2.18M
2
LPL Financial
2
LPL Financial
California
$446M
3
PAG
3
Private Advisor Group
New Jersey
$32.2M
4
HWM
4
Hemington Wealth Management
Virginia
$15.3M
5
BCI
5
Brinker Capital Investments
Pennsylvania
$12.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.21B 46,146,403 +4,455,197 +11%
FFM
2
Forum Financial Management
Illinois
$1.03B 39,374,171 +225,134 +0.6%
BSW
3
Buckingham Strategic Wealth
Missouri
$984M 37,575,491 +350,032 +0.9%
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$904M 34,511,795 +5,808,548 +20%
LPL Financial
5
LPL Financial
California
$446M 17,018,159 -849,766 -5%
PL
6
Plancorp LLC
Missouri
$290M 11,060,068 -104,484 -0.9%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$265M 10,124,499 +317,304 +3%
SIC
8
SJS Investment Consulting
Ohio
$232M 8,868,609 +366,999 +4%
RWM
9
Rockwood Wealth Management
Pennsylvania
$228M 8,707,906 +409,079 +5%
FPAS
10
Focus Partners Advisor Solutions
Missouri
$224M 8,558,424 +1,631,326 +24%
SIS
11
Strategic Investment Solutions
Illinois
$188M 6,884,642 +6,804,044 +8,442%
HighTower Advisors
12
HighTower Advisors
Illinois
$185M 7,069,060 -81,543 -1%
GA
13
Greenspring Advisors
Maryland
$181M 6,899,440 +57,904 +0.8%
PO
14
Private Ocean
California
$163M 6,234,273 +593,816 +11%
GWA
15
Geometric Wealth Advisors
District of Columbia
$158M 6,019,948 +145,193 +2%
MWA
16
Monograph Wealth Advisors
California
$153M 5,851,892 +113,263 +2%
SC
17
Savant Capital
Illinois
$153M 5,822,776 +98,838 +2%
HFS
18
Heritage Financial Services
Massachusetts
$145M 5,518,804 +276,279 +5%
CFA
19
Capstone Financial Advisors
Illinois
$138M 5,269,735 -49,008 -0.9%
Corient Private Wealth
20
Corient Private Wealth
Florida
$136M 5,205,153 +140,255 +3%
MWM
21
Modera Wealth Management
New Jersey
$134M 5,100,260 -101,606 -2%
PFA
22
Pure Financial Advisors
California
$129M 4,919,382 +96,448 +2%
HIGP
23
Hill Investment Group Partners
Missouri
$124M 4,750,183 +419,430 +10%
TWP
24
TFO Wealth Partners
Ohio
$123M 4,524,636 -533 -0%
MSWM
25
McGlone Suttner Wealth Management
Wisconsin
$120M 4,570,054 +180,023 +4%
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