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Dimensional US Core Equity 2 ETF
DFAC

Overview Fund Activity

542 hedge funds and large institutions have $8.93B invested in Dimensional US Core Equity 2 ETF in 2022 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 266 increasing their positions, 125 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
542
Holders Change
-4
Holders Change %
-0.73%
% of All Funds
9.37%
Holding in Top 10
124
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+7.83%
% of All Funds
2.14%
New
34
Increased
266
Reduced
125
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FPAS
Focus Partners Advisor Solutions
Missouri
+$104M
2
Cerity Partners
Cerity Partners
New York
+$75.9M
3
Baird Financial Group
Baird Financial Group
Wisconsin
+$51.6M
4
FFM
Forum Financial Management
Illinois
+$29.9M
5
GWA
Geometric Wealth Advisors
District of Columbia
+$23.2M

Top Sellers

1
PCM
Passive Capital Management
Maryland
-$9.07M
2
MFC
Morris Financial Concepts
South Carolina
-$5.08M
3
HighTower Advisors
HighTower Advisors
Illinois
-$4.66M
4
SFA
Sequoia Financial Advisors
Ohio
-$2.79M
5
Ameriprise
Ameriprise
Minnesota
-$2.36M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
226
MAI Capital Management
Ohio
$2.37M – – –
CC
227
Callan Capital
California
$2.35M +$168K +7,576 +8%
CWP
228
Concord Wealth Partners
Virginia
$2.34M +$73.2K +3,293 +3%
LFAS
229
Level Four Advisory Services
Texas
$2.28M -$204K -9,158 -8%
WCWM
230
Willow Creek Wealth Management
California
$2.26M +$333K +14,986 +17%
TF
231
TIAA FSB
Florida
$2.24M -$61.7K -2,774 -3%
FCH
232
Freestone Capital Holdings
Washington
$2.21M – – –
AFS
233
Annapolis Financial Services
Maryland
$2.18M +$266K +11,965 +14%
IA
234
IFG Advisors
Missouri
$2.16M +$4.8K +216 +0.2%
LWAC
235
Laurel Wealth Advisors (California)
California
$2.15M +$751K +33,751 +54%
OIA
236
OneDigital Investment Advisors
Kansas
$2.1M +$7.94K +357 +0.4%
WFA
237
WestHill Financial Advisors
California
$2.07M – – –
WCA
238
Waypoint Capital Advisors
Minnesota
$2.07M +$515K +23,168 +33%
FCI
239
Financial Counselors Inc
Kansas
$2.05M -$52.4K -2,354 -2%
CSPIA
240
Cary Street Partners Investment Advisory
Virginia
$1.97M +$359K +16,154 +22%
PCA
241
Pallas Capital Advisors
Massachusetts
$1.97M +$488K +20,653 +33%
CCM
242
Carlson Capital Management
Minnesota
$1.96M – – –
IFA
243
Index Fund Advisors
California
$1.94M +$166K +7,468 +9%
EIA
244
Eldridge Investment Advisors
New Hampshire
$1.93M +$91.7K +4,124 +5%
BlackRock
245
BlackRock
New York
$1.91M -$8.7K -391 -0.5%
KF
246
Krilogy Financial
Missouri
$1.9M +$3.09K +139 +0.2%
AWM
247
Aprio Wealth Management
Georgia
$1.89M -$23.5K -1,057 -1%
AM
248
Atwater Malick
Pennsylvania
$1.87M +$7.07K +318 +0.4%
IA
249
IFP Advisors
Florida
$1.83M +$101K +3,812 +6%
GVAG
250
Great Valley Advisor Group
Delaware
$1.79M +$195K +8,766 +12%
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