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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 %
AFA
326
American Financial Advisors
Georgia
$1.8M – – –
GSC
327
Grey Street Capital
Illinois
$1.79M +$87.7K +3,229 +5%
SWM
328
Seaside Wealth Management
California
$1.77M +$5.86K +216 +0.3%
CL
329
Choreo LLC
Illinois
$1.69M – – –
CAMG
330
CWA Asset Management Group
Florida
$1.67M – – –
SWM
331
Sanctuary Wealth Management
Idaho
$1.65M +$1.65M +60,946 New
PWMG
332
Pioneer Wealth Management Group
Texas
$1.65M +$359K +13,211 +28%
GP
333
Girard Partners
Pennsylvania
$1.64M +$1.64M +60,377 New
ACM
334
Advisors Capital Management
New Jersey
$1.64M +$18.7K +687 +1%
RCM
335
RB Capital Management
Nevada
$1.64M +$102K +3,761 +7%
GFWA
336
Grey Fox Wealth Advisors
Delaware
$1.59M +$5.54K +204 +0.3%
Janney Montgomery Scott
337
Janney Montgomery Scott
Pennsylvania
$1.58M – – –
CB
338
Commerce Bank
Missouri
$1.57M +$43.5K +1,603 +3%
AWA
339
Aquire Wealth Advisors
Utah
$1.55M -$360K -13,251 -19%
IWM
340
IHT Wealth Management
Illinois
$1.55M -$135K -4,962 -8%
BHWM
341
Beaird Harris Wealth Management
Texas
$1.51M +$706 +26 +0%
YAL
342
Your Advocates Ltd
Texas
$1.51M – – –
VCM
343
Virtue Capital Management
Tennessee
$1.5M – – –
DADC
344
D.A. Davidson & Co
Montana
$1.47M -$4.45K -164 -0.3%
LFG
345
Larson Financial Group
Missouri
$1.46M +$11.6K +427 +0.8%
SFC
346
Strategic Financial Concepts
Texas
$1.45M +$26.9K +989 +2%
FFA
347
Farther Finance Advisors
California
$1.45M +$743K +27,358 +106%
ZIM
348
Zacks Investment Management
Illinois
$1.43M +$6.68K +246 +0.5%
JCM
349
Jacobi Capital Management
Pennsylvania
$1.39M +$48K +1,768 +4%
CCA
350
Cadent Capital Advisors
Oklahoma
$1.39M +$2.23K +82 +0.2%
12 13
14
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