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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 %
PA
251
PFG Advisors
Arizona
$4.52M +$830K +30,557 +22%
CSPIA
252
Cary Street Partners Investment Advisory
Virginia
$4.5M +$1.19M +43,996 +36%
BWA
253
BlueSky Wealth Advisors
North Carolina
$4.43M – – –
NAS
254
Nicolet Advisory Services
Wisconsin
$4.42M -$241K -8,985 -5%
UWM
255
USAdvisors Wealth Management
Minnesota
$4.35M +$802K +29,488 +23%
LFA
256
LifeGuide Financial Advisors
Pennsylvania
$4.35M +$4.06M +149,668 +1,408%
WWM
257
Western Wealth Management
Colorado
$4.27M +$168K +6,203 +4%
CC
258
Callan Capital
California
$4.26M -$136K -5,009 -3%
CSWM
259
Cassady Schiller Wealth Management
Ohio
$4.25M -$249K -9,182 -6%
NL
260
NWAM LLC
Washington
$4.15M +$1.99M +73,259 +92%
WCWM
261
Willow Creek Wealth Management
California
$4.15M +$82.7K +3,047 +2%
MGIA
262
Moneta Group Investment Advisors
Missouri
$4.08M +$81.5K +3,001 +2%
RPCA
263
Running Point Capital Advisors
California
$4.03M -$4.18K -154 -0.1%
AFS
264
Annapolis Financial Services
Maryland
$4.03M +$62.4K +2,298 +2%
VVP
265
Venture Visionary Partners
Ohio
$3.84M -$223K -8,230 -5%
AFA
266
Alpha Financial Advisors
North Carolina
$3.67M -$65.7K -2,419 -2%
GAM
267
Gemmer Asset Management
California
$3.57M +$148K +5,436 +4%
PP
268
Prosperity Planning
Missouri
$3.49M -$226K -8,308 -6%
EIA
269
Eldridge Investment Advisors
New Hampshire
$3.41M +$254K +9,371 +8%
RJT
270
Raymond James Trust
Florida
$3.38M +$131K +4,831 +4%
RS
271
Retirement Solution
Washington
$3.35M +$113K +4,147 +3%
MWM
272
Mission Wealth Management
California
$3.33M -$106K -3,895 -3%
CW
273
CreativeOne Wealth
Kansas
$3.16M +$447K +16,453 +16%
OCM
274
Orion Capital Management
California
$3.12M -$1.81M -66,681 -37%
KF
275
Krilogy Financial
Missouri
$3.12M +$3.12K +115 +0.1%
9 10
11
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