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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 %
MWM
251
Mission Wealth Management
California
$3.15M +$107K +4,418 +4%
Rockefeller Capital Management
252
Rockefeller Capital Management
New York
$2.98M -$12.6K -521 -0.4%
BAM
253
Belpointe Asset Management
Nevada
$2.97M -$28.7K -1,183 -1%
WWM
254
Western Wealth Management
Colorado
$2.96M -$1.87M -76,821 -39%
Morgan Stanley
255
Morgan Stanley
New York
$2.91M -$1.26M -51,990 -30%
RJT
256
Raymond James Trust
Florida
$2.88M – – –
AFS
257
Annapolis Financial Services
Maryland
$2.88M +$498K +20,498 +21%
PTC
258
Private Trust Company
Ohio
$2.68M +$2.68M +110,364 New
W
259
WPWealth
Texas
$2.67M +$2.67M +109,902 New
MCM
260
MAI Capital Management
Ohio
$2.58M – – –
BFA
261
Buttonwood Financial Advisors
Maryland
$2.56M – – –
EIA
262
Eldridge Investment Advisors
New Hampshire
$2.53M +$426K +17,546 +20%
RPGK
263
Retirement Planning Group (Kansas)
Kansas
$2.51M -$146K -5,997 -5%
KF
264
Krilogy Financial
Missouri
$2.5M +$428K +17,634 +21%
LFAS
265
Level Four Advisory Services
Texas
$2.48M – – –
UWM
266
USAdvisors Wealth Management
Minnesota
$2.47M +$923K +38,000 +60%
SIC
267
Samalin Investment Counsel
New York
$2.46M +$1.21M +49,686 +96%
WRPWM
268
Werba Rubin Papier Wealth Management
California
$2.44M +$2.44M +100,601 New
LWAC
269
Laurel Wealth Advisors (California)
California
$2.42M +$74.7K +3,077 +3%
FCH
270
Freestone Capital Holdings
Washington
$2.42M – – –
CSPIA
271
Cary Street Partners Investment Advisory
Virginia
$2.38M +$223K +9,177 +10%
IFA
272
Index Fund Advisors
California
$2.37M +$259K +10,688 +12%
FC
273
Financial Council
Maryland
$2.37M +$514K +21,173 +28%
IA
274
IFG Advisors
Missouri
$2.36M +$2.33K +96 +0.1%
SAS
275
Sanford Advisory Services
Michigan
$2.32M +$2.32M +95,510 New
9 10
11
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