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Dimensional US Core Equity 2 ETF
DFAC

Overview Fund Activity

665 hedge funds and large institutions have $15.1B invested in Dimensional US Core Equity 2 ETF in 2023 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 309 increasing their positions, 165 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
665
Holders Change
+19
Holders Change %
+2.94%
% of All Funds
10.49%
Holding in Top 10
157
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.26%
% of All Funds
2.48%
New
44
Increased
309
Reduced
165
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
$779M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.13B
3
FFM
Forum Financial Management
Illinois
$1.06B
4
BSW
Buckingham Strategic Wealth
Missouri
$1.01B
5
UBS Group
UBS Group
Switzerland
$91M

Top Sellers

1
SWG
Summit Wealth Group
Vermont
$34.1M
2
GA
Greenspring Advisors
Maryland
$186M
3
Osaic Holdings
Osaic Holdings
Arizona
$83.1M
4
CA
Cetera Advisors
Colorado
$1.3M
5
Jane Street
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IAG
226
Investmark Advisory Group
Connecticut
$6.36M +$1.24M +45,854 +24%
ACP
227
Aveo Capital Partners
Colorado
$6.14M -$846K -31,172 -12%
SDWIA
228
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$6.14M +$1.72M +63,375 +39%
HCM
229
Hutchinson Capital Management
California
$6.11M +$5.34M +196,623 +693%
HKIMG
230
Hutchens & Kramer Investment Management Group
Indiana
$6.06M +$3.59M +132,180 +145%
IFS
231
Intelligent Financial Strategies
Minnesota
$6.02M -$130K -4,772 -2%
Morgan Stanley
232
Morgan Stanley
New York
$6.01M +$2.75M +101,275 +84%
RSWM
233
Robertson Stephens Wealth Management
California
$5.84M – – –
MFC
234
Morris Financial Concepts
South Carolina
$5.72M +$22K +809 +0.4%
MAM
235
McCarthy Asset Management
California
$5.59M -$207K -7,620 -4%
Northwestern Mutual Wealth Management
236
Northwestern Mutual Wealth Management
Wisconsin
$5.5M +$235K +8,639 +4%
BA
237
Bridgewater Advisors
New York
$5.44M -$6K -221 -0.1%
GRP
238
Global Retirement Partners
California
$5.26M -$109K -4,006 -2%
CAN
239
Cetera Advisor Networks
California
$5.24M -$136 -5 -0%
PWA
240
Physician Wealth Advisors
Utah
$5.22M +$7.91K +291 +0.2%
CC
241
Copperleaf Capital
North Carolina
$5.11M +$1.93M +71,017 +61%
NHC
242
Nicholas Hoffman & Company
Georgia
$5.04M +$81 +3 +0%
SFS
243
Sowell Financial Services
Arkansas
$4.88M +$246K +9,060 +5%
VCP
244
Vista Capital Partners
Oregon
$4.86M – – –
GVAG
245
Great Valley Advisor Group
Delaware
$4.85M +$216K +7,963 +5%
MWM
246
Meridian Wealth Management
Kentucky
$4.83M +$164K +6,045 +4%
AWP
247
Abacus Wealth Partners
California
$4.82M -$22.4K -824 -0.5%
MA
248
Mutual Advisors
Nebraska
$4.75M -$63.4K -2,334 -1%
TIM
249
Tortoise Investment Management
New York
$4.57M +$318K +11,716 +7%
FA
250
Fiducient Advisors
Illinois
$4.55M +$15.7K +580 +0.3%
8 9
10
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