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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 %
WCWM
251
Willow Creek Wealth Management
California
$3.82M +$55.6K +2,182 +1%
VVP
252
Venture Visionary Partners
Ohio
$3.82M +$3.24M +127,280 +567%
RPCA
253
Running Point Capital Advisors
California
$3.79M – – –
MGIA
254
Moneta Group Investment Advisors
Missouri
$3.75M +$327K +12,838 +10%
AFS
255
Annapolis Financial Services
Maryland
$3.72M +$702K +27,541 +23%
AFA
256
Alpha Financial Advisors
North Carolina
$3.51M -$231K -9,072 -6%
PP
257
Prosperity Planning
Missouri
$3.49M +$9.45K +371 +0.3%
CIA
258
Caerus Investment Advisors
Texas
$3.48M +$3.48M +136,707 New
PA
259
PFG Advisors
Arizona
$3.47M +$2.7M +105,961 +353%
Rockefeller Capital Management
260
Rockefeller Capital Management
New York
$3.41M +$281K +11,014 +9%
UWM
261
USAdvisors Wealth Management
Minnesota
$3.33M +$738K +28,949 +28%
MWM
262
Mission Wealth Management
California
$3.22M -$85.4K -3,352 -3%
GAM
263
Gemmer Asset Management
California
$3.21M +$1.34M +52,527 +72%
CSPIA
264
Cary Street Partners Investment Advisory
Virginia
$3.11M +$612K +24,002 +25%
Morgan Stanley
265
Morgan Stanley
New York
$3.06M +$8.21K +322 +0.3%
RJT
266
Raymond James Trust
Florida
$3.05M +$30.8K +1,210 +1%
RS
267
Retirement Solution
Washington
$3.03M +$3.03M +119,084 New
BAM
268
Belpointe Asset Management
Nevada
$3.03M -$84.4K -3,314 -3%
CC
269
Copperleaf Capital
North Carolina
$2.99M +$2.08M +81,455 +227%
EIA
270
Eldridge Investment Advisors
New Hampshire
$2.96M +$298K +11,681 +11%
KF
271
Krilogy Financial
Missouri
$2.92M +$295K +11,575 +11%
GWM
272
Geneos Wealth Management
Colorado
$2.86M +$2.86M +112,265 New
PTC
273
Private Trust Company
Ohio
$2.82M +$4.43K +174 +0.2%
W
274
WPWealth
Texas
$2.77M -$35.1K -1,379 -1%
SIC
275
Samalin Investment Counsel
New York
$2.72M +$131K +5,130 +5%
9 10
11
12 13