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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
$250M
2
Cerity Partners
Cerity Partners
New York
$79M
3
Baird Financial Group
Baird Financial Group
Wisconsin
$52.4M
4
FFM
Forum Financial Management
Illinois
$702M
5
GWA
Geometric Wealth Advisors
District of Columbia
$107M

Top Sellers

1
PCM
Passive Capital Management
Maryland
$8.27M
2
MFC
Morris Financial Concepts
South Carolina
$0
3
HighTower Advisors
HighTower Advisors
Illinois
$142M
4
SFA
Sequoia Financial Advisors
Ohio
$10.3M
5
Ameriprise
Ameriprise
Minnesota
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RF
326
Resolute Financial
Massachusetts
$763K +$146K +6,571 +24%
SF
327
Symphony Financial
Texas
$757K +$2.57K +114 +0.3%
BF
328
BOK Financial
Oklahoma
$754K -$1.93K -87 -0.3%
CFO
329
Collective Family Office
Pennsylvania
$729K +$30K +1,347 +4%
KWM
330
Kingsview Wealth Management
Oregon
$729K +$729K +32,801 New
HWA
331
Heritage Wealth Advisors
Virginia
$721K – – –
VPIM
332
Vanguard Personalized Indexing Management
California
$703K -$22 -1 -0%
TFA
333
Tranquilli Financial Advisor
New Jersey
$703K +$379K +17,020 +117%
RA
334
Rise Advisors
New York
$702K +$2.65K +119 +0.4%
AWA
335
Arete Wealth Advisors
Illinois
$700K -$22.1K -991 -3%
SMA
336
Sage Mountain Advisors
Georgia
$694K – – –
FSWA
337
Financial Synergies Wealth Advisors
Texas
$685K +$2.65K +119 +0.4%
HIP
338
HUB Investment Partners
Texas
$684K +$684K +30,761 New
PWLP
339
Prio Wealth Limited Partnership
Massachusetts
$682K – – –
TP
340
Tranquility Partners
Tennessee
$677K – – –
PIA
341
Perennial Investment Advisors
California
$672K +$9.96K +448 +2%
EW
342
Evoke Wealth
California
$660K -$54.6K -2,455 -8%
HIG
343
Heritage Investment Group
Florida
$657K – – –
PIFP
344
Partners in Financial Planning
Virginia
$652K +$1.66K +66 +0.3%
AG
345
Ascent Group
Virginia
$649K -$15.5K -633 -2%
DJSG
346
D.J. St. Germain
Massachusetts
$645K – – –
MPW
347
Monterey Private Wealth
California
$642K +$1.24K +55 +0.2%
NP
348
NorthRock Partners
Minnesota
$620K +$43.8K +1,968 +8%
QFA
349
Quantum Financial Advisors
California
$618K – – –
BMD
350
Better Money Decisions
New Mexico
$616K +$289 +13 +0%
12 13
14
15 16