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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 %
KCM
301
KM Capital Management
Texas
$2.08M +$5.05K +198 +0.2%
BAG
302
Briggs Advisory Group
Rhode Island
$2.08M +$40.4K +1,586 +2%
CMBA
303
C.M. Bidwell & Associates
Hawaii
$2.08M +$57.8K +2,267 +3%
LWM
304
LJI Wealth Management
Indiana
$2.06M -$3.34K -131 -0.2%
NL
305
NWAM LLC
Washington
$2.03M -$1.91M -74,868 -48%
PCA
306
Pallas Capital Advisors
Massachusetts
$2.02M -$61K -2,385 -3%
Wealth Enhancement Advisory Services
307
Wealth Enhancement Advisory Services
Minnesota
$1.96M -$54.8K -2,150 -3%
Fidelity Investments
308
Fidelity Investments
Massachusetts
$1.96M -$42.1K -1,652 -2%
GAM
309
GEM Asset Management
Michigan
$1.88M +$209K +8,212 +13%
Carson Wealth (CWM LLC)
310
Carson Wealth (CWM LLC)
Nebraska
$1.84M +$40.1K +1,576 +2%
2L
311
25 LLC
Missouri
$1.82M +$1.82M +71,962 New
MWM
312
Marietta Wealth Management
Georgia
$1.82M – – –
AWA
313
Aquire Wealth Advisors
Utah
$1.8M +$280 +11 +0%
SSW
314
Stone Summit Wealth
Florida
$1.76M +$331K +12,986 +23%
OW
315
Olistico Wealth
Oklahoma
$1.76M – – –
TFA
316
Tranquilli Financial Advisor
New Jersey
$1.76M +$285K +11,191 +19%
CWG
317
Cornerstone Wealth Group
North Carolina
$1.74M – – –
SFM
318
Signet Financial Management
New Jersey
$1.74M +$21.8K +856 +1%
MW
319
Marcum Wealth
Ohio
$1.72M +$2.7K +106 +0.2%
AFA
320
American Financial Advisors
Georgia
$1.69M – – –
SWM
321
Seaside Wealth Management
California
$1.66M -$11.3K -443 -0.7%
GSC
322
Grey Street Capital
Illinois
$1.6M +$1.6M +62,611 New
CL
323
Choreo LLC
Illinois
$1.59M -$10.2K -400 -0.6%
IWM
324
IHT Wealth Management
Illinois
$1.58M +$71.9K +2,820 +5%
CAMG
325
CWA Asset Management Group
Florida
$1.56M – – –
11 12
13
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