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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 %
AAS
251
Ameritas Advisory Services
Nebraska
$1.79M +$12.4K +559 +0.7%
Fidelity Investments
252
Fidelity Investments
Massachusetts
$1.77M -$77.5K -3,484 -4%
CMBA
253
C.M. Bidwell & Associates
Hawaii
$1.71M +$12K +539 +0.7%
FC
254
Financial Council
Maryland
$1.7M +$332K +14,916 +24%
JCM
255
Jacobi Capital Management
Pennsylvania
$1.68M +$107K +4,816 +7%
CW
256
CreativeOne Wealth
Kansas
$1.67M -$517K -23,228 -24%
Carson Wealth (CWM LLC)
257
Carson Wealth (CWM LLC)
Nebraska
$1.63M -$13.2K -593 -0.8%
BAG
258
Briggs Advisory Group
Rhode Island
$1.61M +$199K +8,965 +14%
WW
259
Waterfront Wealth
Kansas
$1.6M +$8.01K +330 +0.5%
SWM
260
Seaside Wealth Management
California
$1.59M +$5.84K +239 +0.4%
MWM
261
Marietta Wealth Management
Georgia
$1.59M – – –
MAA
262
Mraz Amerine & Associates
California
$1.58M -$94.5K -4,250 -6%
AWA
263
Aquire Wealth Advisors
Utah
$1.58M -$96K -4,318 -6%
ACM
264
Advisors Capital Management
New Jersey
$1.57M +$922K +36,740 +142%
MW
265
Marcum Wealth
Ohio
$1.53M +$2.65K +119 +0.2%
CWG
266
Cornerstone Wealth Group
North Carolina
$1.52M – – –
Wealth Enhancement Advisory Services
267
Wealth Enhancement Advisory Services
Minnesota
$1.48M +$447K +19,572 +43%
AFA
268
American Financial Advisors
Georgia
$1.47M +$1.47M +66,201 New
VWA
269
V Wealth Advisors
Kansas
$1.47M +$957K +43,019 +187%
CWA
270
Clarus Wealth Advisors
Arizona
$1.47M +$22K +970 +2%
MWM
271
Mattern Wealth Management
Kansas
$1.46M -$67K -3,011 -4%
UWM
272
USAdvisors Wealth Management
Minnesota
$1.42M +$717K +32,241 +102%
Financial Engines Advisors
273
Financial Engines Advisors
California
$1.37M +$271K +12,166 +25%
CAMG
274
CWA Asset Management Group
Florida
$1.36M -$282K -12,661 -17%
GAM
275
Gemmer Asset Management
California
$1.36M +$44.1K +1,984 +3%
9 10
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