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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 %
Wolverine Trading
326
Wolverine Trading
Illinois
$1.31M +$1.31M +54,122 New
LFG
327
Larson Financial Group
Missouri
$1.29M -$80.6K -3,320 -6%
ZIM
328
Zacks Investment Management
Illinois
$1.27M +$67.9K +2,798 +6%
PWMG
329
Pioneer Wealth Management Group
Texas
$1.23M +$1.23M +50,521 New
SFS
330
Security Financial Services
Indiana
$1.23M +$1.23M +50,516 New
SWP
331
Strategic Wealth Partners
Ohio
$1.21M – – –
Financial Engines Advisors
332
Financial Engines Advisors
California
$1.2M -$293K -12,054 -20%
Wells Fargo
333
Wells Fargo
California
$1.2M +$102K +4,211 +9%
MA
334
MJP Associates
Connecticut
$1.19M +$1.21K +50 +0.1%
M&T Bank
335
M&T Bank
New York
$1.18M -$66.8K -2,750 -5%
BCP
336
Blue Chip Partners
Michigan
$1.18M +$6.12K +252 +0.5%
OPWM
337
Oakwell Private Wealth Management
Texas
$1.17M – – –
DW
338
Domani Wealth
Pennsylvania
$1.17M +$35.9K +1,480 +3%
Northern Trust
339
Northern Trust
Illinois
$1.16M -$302K -12,442 -21%
KPWS
340
Kestra Private Wealth Services
Texas
$1.15M -$162K -6,664 -12%
FMC
341
First Merchants Corp
Indiana
$1.14M +$1.14M +47,110 New
JCM
342
Jacobi Capital Management
Pennsylvania
$1.14M -$698K -28,736 -38%
BP
343
Ballentine Partners
Massachusetts
$1.12M – – –
Goldman Sachs
344
Goldman Sachs
New York
$1.1M -$3.88M -159,774 -78%
AWS
345
Atria Wealth Solutions
New York
$1.09M +$175K +7,223 +19%
US Bancorp
346
US Bancorp
Minnesota
$1.09M +$45.7K +1,882 +4%
CPWMP
347
Cardinal Point Wealth Management Partners
California
$1.08M – – –
CPCM
348
Cardinal Point Capital Management
Ontario, Canada
$1.08M +$1.08M +44,622 New
WS
349
Wedbush Securities
California
$1.07M -$67.7K -2,790 -6%
DADC
350
D.A. Davidson & Co
Montana
$1.06M -$298K -12,273 -22%
12 13
14
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