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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 %
ACM
326
Advisors Capital Management
New Jersey
$1.52M -$77.1K -3,026 -5%
GFWA
327
Grey Fox Wealth Advisors
Delaware
$1.49M +$3.57K +140 +0.2%
Janney Montgomery Scott
328
Janney Montgomery Scott
Pennsylvania
$1.48M – – –
AAS
329
Avantax Advisory Services
Texas
$1.46M +$516K +20,270 +55%
RCM
330
RB Capital Management
Nevada
$1.44M +$32.9K +1,293 +2%
CB
331
Commerce Bank
Missouri
$1.43M – – –
BHWM
332
Beaird Harris Wealth Management
Texas
$1.42M +$459 +18 +0%
YAL
333
Your Advocates Ltd
Texas
$1.42M – – –
VCM
334
Virtue Capital Management
Tennessee
$1.39M -$91.2K -3,658 -6%
DADC
335
D.A. Davidson & Co
Montana
$1.39M +$270K +10,591 +24%
LFG
336
Larson Financial Group
Missouri
$1.36M +$2.22K +87 +0.2%
MAA
337
Mraz Amerine & Associates
California
$1.35M -$376K -14,751 -22%
SFC
338
Strategic Financial Concepts
Texas
$1.34M +$1.34M +52,490 New
ZIM
339
Zacks Investment Management
Illinois
$1.33M +$6.34K +249 +0.5%
CCA
340
Cadent Capital Advisors
Oklahoma
$1.3M +$395K +15,508 +44%
SWP
341
Strategic Wealth Partners
Ohio
$1.27M – – –
TRCT
342
Tower Research Capital (TRC)
New York
$1.27M +$1.06M +41,528 +493%
Goldman Sachs
343
Goldman Sachs
New York
$1.27M +$118K +4,613 +10%
JCM
344
Jacobi Capital Management
Pennsylvania
$1.26M +$70.6K +2,771 +6%
MA
345
MJP Associates
Connecticut
$1.25M -$535 -21 -0%
M&T Bank
346
M&T Bank
New York
$1.24M +$1.1K +43 +0.1%
BCP
347
Blue Chip Partners
Michigan
$1.24M +$2.96K +116 +0.2%
FTUS
348
Flow Traders U.S.
New York
$1.24M -$442K -17,352 -26%
SWG
349
Summit Wealth Group
Vermont
$1.23M +$1.21M +30,836,766 +6,146%
DW
350
Domani Wealth
Pennsylvania
$1.23M – – –
12 13
14
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