DFAC icon

Dimensional US Core Equity 2 ETF
DFAC

Overview Fund Activity

614 hedge funds and large institutions have $11.3B invested in Dimensional US Core Equity 2 ETF in 2022 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 242 increasing their positions, 142 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
614
Holders Change
+72
Holders Change %
+13.28%
% of All Funds
9.91%
Holding in Top 10
154
Holding in Top 10 Change
+30
Holding in Top 10 Change %
+24.19%
% of All Funds
2.48%
New
110
Increased
242
Reduced
142
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$538M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
$250M
3
MWM
Modera Wealth Management
New Jersey
$111M
4
HIG
Heritage Investment Group
Florida
$51.4M
5
Baird Financial Group
Baird Financial Group
Wisconsin
$101M

Top Sellers

1
Cerity Partners
Cerity Partners
New York
$92.5M
2
CIAS
CFS Investment Advisory Services
New Jersey
$12.8M
3
TWP
TFO Wealth Partners
Ohio
$19.5M
4
FPAS
Focus Partners Advisor Solutions
Missouri
$150M
5
KMWM
Keudell/Morrison Wealth Management
Oregon
$14M
Name Holding Trade Value Shares
Change 		Shares
Change %
NAS
226
Nicolet Advisory Services
Wisconsin
$4.43M -$81.9K -3,245 -2%
AWP
227
Abacus Wealth Partners
California
$4.41M -$174K -7,154 -4%
OPS
228
Orion Portfolio Solutions
Nebraska
$4.35M -$679K -27,960 -14%
Northwestern Mutual Wealth Management
229
Northwestern Mutual Wealth Management
Wisconsin
$4.31M +$325K +13,386 +8%
GRP
230
Global Retirement Partners
California
$4.24M +$889K +36,632 +27%
MWM
231
Meridian Wealth Management
Kentucky
$4.18M – – –
OCM
232
Orion Capital Management
California
$4M +$1.18M +48,500 +42%
BWA
233
BlueSky Wealth Advisors
North Carolina
$3.96M -$109K -4,483 -3%
CC
234
Callan Capital
California
$3.93M +$1.37M +56,390 +53%
GVAG
235
Great Valley Advisor Group
Delaware
$3.92M +$1.96M +80,736 +100%
CSWM
236
Cassady Schiller Wealth Management
Ohio
$3.92M -$183K -7,555 -4%
RJA
237
Raymond James & Associates
Florida
$3.83M +$370K +15,234 +11%
SDWIA
238
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$3.81M -$9.01K -371 -0.2%
NL
239
NWAM LLC
Washington
$3.75M -$1.59M -65,541 -30%
RPCA
240
Running Point Capital Advisors
California
$3.61M -$15.5K -638 -0.4%
WCWM
241
Willow Creek Wealth Management
California
$3.59M +$1.12M +45,941 +45%
MA
242
Mutual Advisors
Nebraska
$3.57M +$56.5K +2,327 +2%
AFA
243
Alpha Financial Advisors
North Carolina
$3.56M +$3.56M +146,742 New
VCP
244
Vista Capital Partners
Oregon
$3.53M +$3.53M +145,250 New
MGIA
245
Moneta Group Investment Advisors
Missouri
$3.49M -$16.8K -647 -0.5%
AAS
246
Ameritas Advisory Services
Nebraska
$3.47M +$1.52M +62,511 +78%
AWM
247
AE Wealth Management
Kansas
$3.46M -$500K -20,596 -13%
PP
248
Prosperity Planning
Missouri
$3.36M – – –
Stifel Financial
249
Stifel Financial
Missouri
$3.31M +$543K +22,361 +20%
TIM
250
Tortoise Investment Management
New York
$3.29M +$51.1K +2,105 +2%
8 9
10
11 12