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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.

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
1
Mercer Global Advisors
Colorado
$1.19B
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.45B
3
AC
3
Apella Capital
Connecticut
$181M
4
EC
4
Eaton-Cambridge
Arizona
$62.7M
5
OIA
5
OneDigital Investment Advisors
Kansas
$68.2M

Top Sellers

1
SIS
1
Strategic Investment Solutions
Illinois
$10.6M
2
FPAS
2
Focus Partners Advisor Solutions
Missouri
$187M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$48.4M
4
UCFA
4
United Capital Financial Advisors
Texas
$0
5
RA
5
RFG Advisory
Alabama
$10.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.45B 49,555,765 +3,409,362 +7%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$1.19B 40,834,057 +6,322,262 +18%
FFM
3
Forum Financial Management
Illinois
$1.18B 40,368,686 +994,515 +3%
BSW
4
Buckingham Strategic Wealth
Missouri
$1.1B 37,499,436 -76,055 -0.2%
LPL Financial
5
LPL Financial
California
$509M 17,411,319 +393,160 +2%
PL
6
Plancorp LLC
Missouri
$322M 11,022,373 -37,695 -0.3%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$298M 10,197,855 +73,356 +0.7%
SIC
8
SJS Investment Consulting
Ohio
$261M 8,920,046 +51,437 +0.6%
RWM
9
Rockwood Wealth Management
Pennsylvania
$253M 8,642,067 -65,839 -0.8%
PO
10
Private Ocean
California
$214M 7,332,654 +1,098,381 +18%
GA
11
Greenspring Advisors
Maryland
$207M 7,083,508 +184,068 +3%
HighTower Advisors
12
HighTower Advisors
Illinois
$202M 6,910,983 -158,077 -2%
FPAS
13
Focus Partners Advisor Solutions
Missouri
$187M 6,412,112 -2,146,312 -25%
GWA
14
Geometric Wealth Advisors
District of Columbia
$187M 6,410,509 +390,561 +6%
MWA
15
Monograph Wealth Advisors
California
$182M 6,217,191 +365,299 +6%
AC
16
Apella Capital
Connecticut
$181M 6,305,271 +2,794,908 +80%
SC
17
Savant Capital
Illinois
$173M 5,925,374 +102,598 +2%
HFS
18
Heritage Financial Services
Massachusetts
$163M 5,566,052 +47,248 +0.9%
CFA
19
Capstone Financial Advisors
Illinois
$155M 5,304,078 +34,343 +0.7%
Corient Private Wealth
20
Corient Private Wealth
Florida
$155M 5,287,507 +82,354 +2%
MWM
21
Modera Wealth Management
New Jersey
$152M 5,216,705 +116,445 +2%
PFA
22
Pure Financial Advisors
California
$146M 5,003,393 +84,011 +2%
HIGP
23
Hill Investment Group Partners
Missouri
$145M 4,966,580 +216,397 +5%
MSWM
24
McGlone Suttner Wealth Management
Wisconsin
$134M 4,600,262 +30,208 +0.7%
Wealth Enhancement Advisory Services
25
Wealth Enhancement Advisory Services
Minnesota
$132M 4,515,452 +6,414 +0.1%
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