DFAC icon

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
+$104M
2
Cerity Partners
Cerity Partners
New York
+$75.9M
3
Baird Financial Group
Baird Financial Group
Wisconsin
+$51.6M
4
FFM
Forum Financial Management
Illinois
+$29.9M
5
GWA
Geometric Wealth Advisors
District of Columbia
+$23.2M

Top Sellers

1
PCM
Passive Capital Management
Maryland
-$9.07M
2
MFC
Morris Financial Concepts
South Carolina
-$5.08M
3
HighTower Advisors
HighTower Advisors
Illinois
-$4.66M
4
SFA
Sequoia Financial Advisors
Ohio
-$2.79M
5
Ameriprise
Ameriprise
Minnesota
-$2.36M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
351
Steward Partners Investment Advisory
New York
$614K +$105K +4,742 +21%
NWMG
352
National Wealth Management Group
Ohio
$614K +$578 +26 +0.1%
ICG
353
InterOcean Capital Group
Tennessee
$604K – – –
FWA
354
FSM Wealth Advisors
Ohio
$593K +$593K +26,644 New
JIC
355
Johnson Investment Counsel
Ohio
$575K -$37.9K -1,703 -6%
SG
356
Stonnington Group
California
$573K +$2.22K +96 +0.4%
CWM
357
CarsonAllaria Wealth Management
Illinois
$572K +$2.23K +100 +0.4%
ACA
358
Affinity Capital Advisors
California
$570K – – –
KA
359
Kovack Advisors
Florida
$565K +$10.8K +485 +2%
5L
360
55I LLC
Massachusetts
$563K -$1.36M -61,146 -71%
CFS
361
CRA Financial Services
New Jersey
$560K – – –
RPSA
362
Richard P. Slaughter Associates
Texas
$560K – – –
FAT
363
First American Trust
California
$557K +$128K +5,742 +30%
SWM
364
Shakespeare Wealth Management
Wisconsin
$554K +$5.63K +253 +1%
Natixis Advisors
365
Natixis Advisors
Massachusetts
$546K +$235K +10,569 +76%
WA
366
Wealthstream Advisors
New York
$545K +$185K +8,324 +51%
NAM
367
NorthCrest Asset Manangement
Minnesota
$540K – – –
CBFP
368
Cedar Brook Financial Partners
Ohio
$535K +$86.3K +3,879 +19%
OSAM
369
O'Shaughnessy Asset Management
Connecticut
$529K +$54.3K +2,440 +11%
SRSA
370
S.R. Schill & Associates
Washington
$521K – – –
3LCM
371
3D/L Capital Management
Connecticut
$507K +$8.63K +388 +2%
RIS
372
Retirement Income Solutions
Michigan
$506K +$506K +22,494 New
IAIM
373
International Assets Investment Management
Florida
$506K +$506K +22,583 New
H
374
HoyleCohen
California
$502K -$90.4K -4,062 -15%
MPAM
375
Murphy Pohlad Asset Management
Minnesota
$500K – – –
13 14
15
16 17