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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
+$150M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$119M
3
MWM
Modera Wealth Management
New Jersey
+$69.1M
4
HIG
Heritage Investment Group
Florida
+$50.7M
5
Baird Financial Group
Baird Financial Group
Wisconsin
+$43.4M

Top Sellers

1
Cerity Partners
Cerity Partners
New York
-$2.24B
2
CIAS
CFS Investment Advisory Services
New Jersey
-$237M
3
TWP
TFO Wealth Partners
Ohio
-$184M
4
FPAS
Focus Partners Advisor Solutions
Missouri
-$123M
5
KMWM
Keudell/Morrison Wealth Management
Oregon
-$13.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
HKIMG
301
Hutchens & Kramer Investment Management Group
Indiana
$1.65M +$1.65M +67,992 New
MAA
302
Mraz Amerine & Associates
California
$1.65M -$78.2K -3,221 -5%
MW
303
Marcum Wealth
Ohio
$1.64M -$30.1K -1,239 -2%
SFM
304
Signet Financial Management
New Jersey
$1.64M +$376K +15,477 +30%
AFA
305
American Financial Advisors
Georgia
$1.61M – – –
FTUS
306
Flow Traders U.S.
New York
$1.6M +$1.6M +65,915 New
GAM
307
GEM Asset Management
Michigan
$1.59M +$1.59M +65,582 New
SWM
308
Seaside Wealth Management
California
$1.59M +$7.65K +315 +0.5%
CL
309
Choreo LLC
Illinois
$1.56M +$1.26M +50,644 +421%
ACM
310
Advisors Capital Management
New Jersey
$1.52M +$1.82K +75 +0.1%
CAMG
311
CWA Asset Management Group
Florida
$1.49M – – –
WA
312
Wealth Architects
California
$1.49M +$181K +7,451 +14%
IWM
313
IHT Wealth Management
Illinois
$1.44M +$11.4K +468 +0.8%
VCM
314
Virtue Capital Management
Tennessee
$1.44M – – –
GFWA
315
Grey Fox Wealth Advisors
Delaware
$1.42M +$1.42M +58,292 New
Janney Montgomery Scott
316
Janney Montgomery Scott
Pennsylvania
$1.41M +$147K +6,050 +12%
MFG
317
Mendota Financial Group
Wisconsin
$1.4M +$1.4M +57,816 New
TFA
318
Tranquilli Financial Advisor
New Jersey
$1.4M +$636K +26,208 +83%
CB
319
Commerce Bank
Missouri
$1.37M -$102K -4,194 -7%
SSW
320
Stone Summit Wealth
Florida
$1.37M +$281K +11,555 +26%
BHWM
321
Beaird Harris Wealth Management
Texas
$1.35M +$947 +39 +0.1%
YAL
322
Your Advocates Ltd
Texas
$1.35M – – –
RCM
323
RB Capital Management
Nevada
$1.34M -$16.2K -667 -1%
SWM
324
Sanctuary Wealth Management
Idaho
$1.32M +$141K +5,825 +12%
MWM
325
Mattern Wealth Management
Kansas
$1.32M -$270K -11,131 -17%
11 12
13
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