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Dimensional US Core Equity 2 ETF
DFAC

Overview Fund Activity

646 hedge funds and large institutions have $15.7B invested in Dimensional US Core Equity 2 ETF in 2023 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 289 increasing their positions, 160 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
646
Holders Change
+32
Holders Change %
+5.21%
% of All Funds
10.34%
Holding in Top 10
159
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+3.25%
% of All Funds
2.54%
New
66
Increased
289
Reduced
160
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cerity Partners
Cerity Partners
New York
$3.19B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$724M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
$390M
4
TWP
TFO Wealth Partners
Ohio
$116M
5
B
Bridgeworth
Alabama
$75.1M

Top Sellers

1
EWA
EP Wealth Advisors
California
$323K
2
MAM
McLean Asset Management
Virginia
$7.14M
3
LNC
Lincoln National Corp
Pennsylvania
$32.2M
4
PO
Private Ocean
California
$129M
5
CWR
Chico Wealth RIA
California
$32.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
GRP
226
Global Retirement Partners
California
$4.97M +$583K +23,183 +13%
Northwestern Mutual Wealth Management
227
Northwestern Mutual Wealth Management
Wisconsin
$4.94M +$422K +16,548 +9%
PWA
228
Physician Wealth Advisors
Utah
$4.92M +$6.8K +265 +0.1%
CAN
229
Cetera Advisor Networks
California
$4.92M +$247K +9,678 +5%
IAG
230
Investmark Advisory Group
Connecticut
$4.8M -$974K -38,212 -17%
CA
231
CGN Advisors
Kansas
$4.78M -$657K -25,769 -12%
NHC
232
Nicholas Hoffman & Company
Georgia
$4.73M -$23.5K -924 -0.5%
FAIM
233
Financial Advocates Investment Management
Washington
$4.69M -$775K -30,412 -14%
Stifel Financial
234
Stifel Financial
Missouri
$4.63M +$1.16M +45,341 +33%
OCM
235
Orion Capital Management
California
$4.63M +$430K +16,865 +10%
VCP
236
Vista Capital Partners
Oregon
$4.56M +$856K +33,600 +23%
AWP
237
Abacus Wealth Partners
California
$4.52M -$82.9K -3,267 -2%
MA
238
Mutual Advisors
Nebraska
$4.52M +$774K +30,358 +21%
NAS
239
Nicolet Advisory Services
Wisconsin
$4.39M -$35.5K -1,407 -0.8%
MWM
240
Meridian Wealth Management
Kentucky
$4.38M -$7.64K -300 -0.2%
SFS
241
Sowell Financial Services
Arkansas
$4.35M +$3.87M +151,976 +815%
GVAG
242
Great Valley Advisor Group
Delaware
$4.35M +$234K +9,189 +6%
FA
243
Fiducient Advisors
Illinois
$4.25M +$4.25M +166,931 New
CSWM
244
Cassady Schiller Wealth Management
Ohio
$4.22M +$113K +4,421 +3%
BWA
245
BlueSky Wealth Advisors
North Carolina
$4.16M – – –
SDWIA
246
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$4.14M +$142K +5,584 +4%
CC
247
Callan Capital
California
$4.13M – – –
RJA
248
Raymond James & Associates
Florida
$4.04M +$14.5K +570 +0.4%
TIM
249
Tortoise Investment Management
New York
$3.99M +$543K +21,300 +16%
WWM
250
Western Wealth Management
Colorado
$3.85M +$738K +28,971 +24%
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