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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 %
CWP
276
Concord Wealth Partners
Virginia
$2.31M -$244K -10,047 -10%
TF
277
TIAA FSB
Florida
$2.28M -$163K -6,731 -7%
WCA
278
Waypoint Capital Advisors
Minnesota
$2.26M +$2.48K +102 +0.1%
WFA
279
WestHill Financial Advisors
California
$2.26M – – –
FCI
280
Financial Counselors Inc
Kansas
$2.24M – – –
CCM
281
Carlson Capital Management
Minnesota
$2.12M -$20.5K -844 -1%
BlackRock
282
BlackRock
New York
$2.08M -$6.12K -252 -0.3%
PCA
283
Pallas Capital Advisors
Massachusetts
$2.05M -$51K -2,018 -2%
AM
284
Atwater Malick
Pennsylvania
$2.05M +$10.2K +420 +0.5%
AWM
285
Aprio Wealth Management
Georgia
$2.02M -$41.3K -1,703 -2%
Wealth Enhancement Advisory Services
286
Wealth Enhancement Advisory Services
Minnesota
$2.02M +$368K +14,424 +22%
KCM
287
KM Capital Management
Texas
$1.98M +$1.98M +81,576 New
LWM
288
LJI Wealth Management
Indiana
$1.97M +$1.97M +81,099 New
BAG
289
Briggs Advisory Group
Rhode Island
$1.94M +$186K +7,653 +11%
CMBA
290
C.M. Bidwell & Associates
Hawaii
$1.93M +$54.1K +2,230 +3%
Fidelity Investments
291
Fidelity Investments
Massachusetts
$1.9M -$24.1K -992 -1%
CW
292
CreativeOne Wealth
Kansas
$1.88M +$54.5K +2,243 +3%
IA
293
IFP Advisors
Florida
$1.86M +$28.3K +1,067 +2%
WW
294
Waterfront Wealth
Kansas
$1.85M +$146K +5,670 +9%
GAM
295
Gemmer Asset Management
California
$1.78M +$301K +12,401 +20%
MWM
296
Marietta Wealth Management
Georgia
$1.73M – – –
Carson Wealth (CWM LLC)
297
Carson Wealth (CWM LLC)
Nebraska
$1.72M -$55.3K -2,278 -3%
AWA
298
Aquire Wealth Advisors
Utah
$1.71M -$12.7K -525 -0.7%
OW
299
Olistico Wealth
Oklahoma
$1.68M +$1.68M +69,156 New
CWG
300
Cornerstone Wealth Group
North Carolina
$1.66M – – –
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