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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 %
MCM
276
MAI Capital Management
Ohio
$2.71M – – –
BFA
277
Buttonwood Financial Advisors
Maryland
$2.69M – – –
IFA
278
Index Fund Advisors
California
$2.69M +$201K +7,871 +8%
RPGK
279
Retirement Planning Group (Kansas)
Kansas
$2.63M – – –
CWP
280
Concord Wealth Partners
Virginia
$2.62M +$193K +7,555 +8%
AWM
281
Apollon Wealth Management
South Carolina
$2.62M +$1.51M +59,379 +137%
LFAS
282
Level Four Advisory Services
Texas
$2.62M +$10.1K +398 +0.4%
FC
283
Financial Council
Maryland
$2.59M +$108K +4,219 +4%
WRPWM
284
Werba Rubin Papier Wealth Management
California
$2.57M +$4.89K +192 +0.2%
CW
285
CreativeOne Wealth
Kansas
$2.55M +$573K +22,497 +29%
FCH
286
Freestone Capital Holdings
Washington
$2.54M – – –
AAS
287
Ameritas Advisory Services
Nebraska
$2.51M -$1.13M -44,258 -31%
IA
288
IFG Advisors
Missouri
$2.46M -$16.2K -634 -0.7%
Vanguard Group
289
Vanguard Group
Pennsylvania
$2.45M +$2.45M +96,143 New
AWM
290
Aprio Wealth Management
Georgia
$2.44M +$314K +12,318 +15%
WFA
291
WestHill Financial Advisors
California
$2.37M – – –
WCA
292
Waypoint Capital Advisors
Minnesota
$2.36M -$5.2K -204 -0.2%
WA
293
Wealth Architects
California
$2.36M +$798K +31,311 +51%
FCI
294
Financial Counselors Inc
Kansas
$2.35M – – –
HKIMG
295
Hutchens & Kramer Investment Management Group
Indiana
$2.32M +$583K +22,867 +34%
TF
296
TIAA FSB
Florida
$2.26M -$128K -5,020 -5%
ACA
297
Aptus Capital Advisors
Alabama
$2.22M +$1.78M +69,993 +406%
CCM
298
Carlson Capital Management
Minnesota
$2.18M -$44.3K -1,740 -2%
BlackRock
299
BlackRock
New York
$2.16M -$17.8K -699 -0.8%
AM
300
Atwater Malick
Pennsylvania
$2.16M +$5.1K +200 +0.2%
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