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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 %
SWP
351
Strategic Wealth Partners
Ohio
$1.36M – – –
Brown Advisory
352
Brown Advisory
Maryland
$1.35M +$365K +13,453 +37%
MA
353
MJP Associates
Connecticut
$1.33M +$1.3K +48 +0.1%
BCP
354
Blue Chip Partners
Michigan
$1.33M +$4.62K +170 +0.3%
AO
355
Advisor OS
Illinois
$1.32M +$1.32M +48,502 New
CA
356
Cetera Advisors
Colorado
$1.3M -$16.9M -620,968 -93%
KPWS
357
Kestra Private Wealth Services
Texas
$1.29M – – –
LA
358
Lifeworks Advisors
Michigan
$1.28M +$21K +772 +2%
BP
359
Ballentine Partners
Massachusetts
$1.25M – – –
WS
360
Wedbush Securities
California
$1.25M – – –
AWS
361
Atria Wealth Solutions
New York
$1.23M +$26.5K +975 +2%
Northern Trust
362
Northern Trust
Illinois
$1.22M -$10.9K -400 -0.9%
CMP
363
Coston McIsaac & Partners
Maine
$1.2M +$2.31K +85 +0.2%
TI
364
tru Independence
Oregon
$1.2M +$191K +7,024 +19%
Wells Fargo
365
Wells Fargo
California
$1.19M +$73.6K +2,710 +7%
MAA
366
Mraz Amerine & Associates
California
$1.19M -$251K -9,256 -17%
CCWM
367
Cassaday & Co Wealth Management
Virginia
$1.18M – – –
IC
368
IEQ Capital
California
$1.17M +$4.1K +151 +0.4%
AAS
369
Avantax Advisory Services
Texas
$1.14M -$414K -15,247 -27%
BFS
370
Bard Financial Services
Connecticut
$1.14M – – –
SAM
371
Silvercrest Asset Management
New York
$1.13M – – –
CFG
372
Cooper Financial Group
California
$1.13M +$405K +14,916 +56%
GTAM
373
Global Trust Asset Management
Florida
$1.12M +$25.1K +925 +2%
FA
374
Fortis Advisors
Pennsylvania
$1.12M +$3.88K +143 +0.3%
FTUS
375
Flow Traders U.S.
New York
$1.11M -$207K -7,606 -16%
13 14
15
16 17