DFAC icon

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 %
CCWM
351
Cassaday & Co Wealth Management
Virginia
$1.06M +$1.06M +43,545 New
AWM
352
Apollon Wealth Management
South Carolina
$1.05M +$1.05M +43,293 New
IC
353
IEQ Capital
California
$1.04M +$5.39K +222 +0.5%
KOMWMG
354
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1.04M -$27.2K -1,119 -3%
BFS
355
Bard Financial Services
Connecticut
$1.02M – – –
SAM
356
Silvercrest Asset Management
New York
$1.01M – – –
BF
357
BOK Financial
Oklahoma
$1.01M +$183K +7,533 +22%
CCM
358
Coldstream Capital Management
Washington
$999K +$999K +41,155 New
FA
359
Fortis Advisors
Pennsylvania
$997K +$5.08K +209 +0.5%
CWM
360
Connecticut Wealth Management
Connecticut
$997K – – –
LG
361
LAM Group
Oregon
$992K +$992K +40,861 New
GTAM
362
Global Trust Asset Management
Florida
$970K -$85.5K -3,520 -8%
OSAM
363
O'Shaughnessy Asset Management
Connecticut
$970K +$393K +16,168 +68%
PMG
364
ProVise Management Group
Florida
$966K +$4.4K +181 +0.5%
WA
365
Wealth Advisors
California
$959K +$959K +39,510 New
TNBTD
366
Trustmark National Bank Trust Department
Mississippi
$950K – – –
CAM
367
Cresset Asset Management
Illinois
$947K – – –
MIAS
368
Mason Investment Advisory Services
Virginia
$933K – – –
CAM
369
Clark Asset Management
New Hampshire
$915K +$915K +37,668 New
Brown Advisory
370
Brown Advisory
Maryland
$904K +$507K +20,867 +127%
AAS
371
Avantax Advisory Services
Texas
$900K -$263K -10,850 -23%
BFP
372
Brewster Financial Planning
New York
$893K – – –
CC
373
Copperleaf Capital
North Carolina
$872K -$304K -12,535 -26%
CCA
374
Cadent Capital Advisors
Oklahoma
$864K +$864K +35,583 New
FFS
375
Founders Financial Securities
Maryland
$858K +$858K +35,323 New
13 14
15
16 17