DFAC icon

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 %
PTC
276
Private Trust Company
Ohio
$3.11M +$113K +4,167 +4%
GWM
277
Geneos Wealth Management
Colorado
$3.06M +$10K +370 +0.3%
IFA
278
Index Fund Advisors
California
$3.02M +$154K +5,658 +5%
WA
279
Wealth Architects
California
$2.99M +$473K +17,418 +19%
SIC
280
Samalin Investment Counsel
New York
$2.98M +$91.5K +3,370 +3%
FC
281
Financial Council
Maryland
$2.98M +$215K +7,902 +8%
AWM
282
Apollon Wealth Management
South Carolina
$2.98M +$190K +7,000 +7%
W
283
WPWealth
Texas
$2.95M +$5.24K +193 +0.2%
AWM
284
Aprio Wealth Management
Georgia
$2.95M +$356K +13,108 +14%
MCM
285
MAI Capital Management
Ohio
$2.89M – – –
BFA
286
Buttonwood Financial Advisors
Maryland
$2.87M – – –
CWP
287
Concord Wealth Partners
Virginia
$2.83M +$41K +1,511 +1%
RPGK
288
Retirement Planning Group (Kansas)
Kansas
$2.8M – – –
LFAS
289
Level Four Advisory Services
Texas
$2.79M – – –
FAIM
290
Financial Advocates Investment Management
Washington
$2.78M -$2.21M -81,540 -44%
FCH
291
Freestone Capital Holdings
Washington
$2.7M – – –
WRPWM
292
Werba Rubin Papier Wealth Management
California
$2.67M -$68.7K -2,531 -3%
IA
293
IFG Advisors
Missouri
$2.66M +$40.5K +1,490 +2%
Vanguard Group
294
Vanguard Group
Pennsylvania
$2.61M – – –
WFA
295
WestHill Financial Advisors
California
$2.51M -$17.3K -637 -0.7%
WCA
296
Waypoint Capital Advisors
Minnesota
$2.5M -$20.5K -755 -0.8%
AAS
297
Ameritas Advisory Services
Nebraska
$2.48M -$163K -6,073 -6%
TF
298
TIAA FSB
Florida
$2.48M +$64.1K +2,362 +3%
2L
299
25 LLC
Missouri
$2.42M +$430K +15,545 +22%
TC
300
TownSquare Capital
Utah
$2.37M +$2.06M +75,787 +659%
10 11
12
13 14