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 %
ACA
301
Aptus Capital Advisors
Alabama
$2.35M -$17.3K -638 -0.7%
Renaissance Technologies
302
Renaissance Technologies
New York
$2.32M +$2.32M +85,300 New
FCI
303
Financial Counselors Inc
Kansas
$2.31M -$194K -7,142 -8%
AM
304
Atwater Malick
Pennsylvania
$2.31M +$7.85K +289 +0.3%
CCM
305
Carlson Capital Management
Minnesota
$2.28M -$43K -1,584 -2%
KCM
306
KM Capital Management
Texas
$2.24M +$15K +551 +0.7%
BAG
307
Briggs Advisory Group
Rhode Island
$2.24M +$20.5K +755 +0.9%
CMBA
308
C.M. Bidwell & Associates
Hawaii
$2.23M +$15.9K +585 +0.7%
LWM
309
LJI Wealth Management
Indiana
$2.21M +$2.11M +1,618,747 +1,999%
PCA
310
Pallas Capital Advisors
Massachusetts
$2.18M – – –
Fidelity Investments
311
Fidelity Investments
Massachusetts
$2.12M +$39.5K +1,456 +2%
GAM
312
GEM Asset Management
Michigan
$2.12M +$112K +4,139 +6%
SIS
313
Strategic Investment Solutions
Illinois
$2.11M -$3.28M -125,375 -61%
MFG
314
Mendota Financial Group
Wisconsin
$2.06M +$1.03M +38,045 +100%
TFA
315
Tranquilli Financial Advisor
New Jersey
$2.06M +$185K +6,797 +10%
SSW
316
Stone Summit Wealth
Florida
$2.04M +$156K +5,744 +8%
Carson Wealth (CWM LLC)
317
Carson Wealth (CWM LLC)
Nebraska
$2.02M +$56.5K +2,082 +3%
BAAM
318
Baker Avenue Asset Management
California
$1.97M +$1.97M +72,633 New
LCM
319
Liberty Capital Management
Michigan
$1.96M +$1.96M +72,322 New
MWM
320
Marietta Wealth Management
Georgia
$1.94M – – –
Rockefeller Capital Management
321
Rockefeller Capital Management
New York
$1.93M -$1.7M -62,751 -47%
CWG
322
Cornerstone Wealth Group
North Carolina
$1.87M +$18.1K +665 +1%
OW
323
Olistico Wealth
Oklahoma
$1.86M -$21.4K -789 -1%
SFM
324
Signet Financial Management
New Jersey
$1.86M +$3.45K +127 +0.2%
MW
325
Marcum Wealth
Ohio
$1.84M +$4.21K +155 +0.2%
11 12
13
14 15