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Dimensional US Core Equity 2 ETF
DFAC

Overview Fund Activity

542 hedge funds and large institutions have $8.93B invested in Dimensional US Core Equity 2 ETF in 2022 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 266 increasing their positions, 125 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
542
Holders Change
-4
Holders Change %
-0.73%
% of All Funds
9.37%
Holding in Top 10
124
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+7.83%
% of All Funds
2.14%
New
34
Increased
266
Reduced
125
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FPAS
Focus Partners Advisor Solutions
Missouri
+$104M
2
Cerity Partners
Cerity Partners
New York
+$75.9M
3
Baird Financial Group
Baird Financial Group
Wisconsin
+$51.6M
4
FFM
Forum Financial Management
Illinois
+$29.9M
5
GWA
Geometric Wealth Advisors
District of Columbia
+$23.2M

Top Sellers

1
PCM
Passive Capital Management
Maryland
-$9.07M
2
MFC
Morris Financial Concepts
South Carolina
-$5.08M
3
HighTower Advisors
HighTower Advisors
Illinois
-$4.66M
4
SFA
Sequoia Financial Advisors
Ohio
-$2.79M
5
Ameriprise
Ameriprise
Minnesota
-$2.36M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
301
Avantax Advisory Services
Texas
$1.07M +$161K +7,229 +18%
WS
302
Wedbush Securities
California
$1.04M – – –
DW
303
Domani Wealth
Pennsylvania
$1.04M -$50.7K -2,282 -5%
BP
304
Ballentine Partners
Massachusetts
$1.03M – – –
CPWMP
305
Cardinal Point Wealth Management Partners
California
$1.02M – – –
Wells Fargo
306
Wells Fargo
California
$1M -$449K -20,205 -31%
VVP
307
Venture Visionary Partners
Ohio
$998K -$460K -20,709 -32%
SSW
308
Stone Summit Wealth
Florida
$993K +$137K +6,149 +16%
KOMWMG
309
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$977K +$66.8K +3,004 +7%
GTAM
310
Global Trust Asset Management
Florida
$966K +$358K +16,109 +59%
US Bancorp
311
US Bancorp
Minnesota
$955K -$463K -20,803 -33%
IC
312
IEQ Capital
California
$950K +$3.58K +161 +0.4%
BFS
313
Bard Financial Services
Connecticut
$932K +$57.1K +2,565 +7%
SAM
314
Silvercrest Asset Management
New York
$926K – – –
EFL
315
ERn Financial LLC
Wisconsin
$916K +$9.81K +441 +1%
CWM
316
Connecticut Wealth Management
Connecticut
$913K – – –
FA
317
Fortis Advisors
Pennsylvania
$909K -$2.07K -93 -0.2%
PMG
318
ProVise Management Group
Florida
$881K -$52.6K -2,366 -6%
TNBTD
319
Trustmark National Bank Trust Department
Mississippi
$870K – – –
CAM
320
Cresset Asset Management
Illinois
$867K -$84.7K -3,812 -9%
MIAS
321
Mason Investment Advisory Services
Virginia
$855K -$45.8K -2,060 -5%
AWS
322
Atria Wealth Solutions
New York
$840K +$15.4K +693 +2%
BFP
323
Brewster Financial Planning
New York
$818K – – –
ECM
324
Evergreen Capital Management
Washington
$785K – – –
BCM
325
Brookstone Capital Management
Illinois
$777K – – –
11 12
13
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