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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
$250M
2
Cerity Partners
Cerity Partners
New York
$79M
3
Baird Financial Group
Baird Financial Group
Wisconsin
$52.4M
4
FFM
Forum Financial Management
Illinois
$702M
5
GWA
Geometric Wealth Advisors
District of Columbia
$107M

Top Sellers

1
PCM
Passive Capital Management
Maryland
$8.27M
2
MFC
Morris Financial Concepts
South Carolina
$0
3
HighTower Advisors
HighTower Advisors
Illinois
$142M
4
SFA
Sequoia Financial Advisors
Ohio
$10.3M
5
Ameriprise
Ameriprise
Minnesota
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
VWA
376
Visionary Wealth Advisors
Illinois
$500K +$667 +30 +0.1%
W
377
WealthOne
New York
$495K -$1.67K -75 -0.3%
PA
378
PFG Advisors
Arizona
$488K +$283K +12,724 +138%
BTW
379
Boston Trust Walden
Massachusetts
$479K – – –
CSB
380
City State Bank
Iowa
$476K +$476K +21,391 New
MFA
381
Morling Financial Advisors
California
$466K – – –
DWT
382
Dorsey & Whitney Trust
South Dakota
$458K +$33.3K +1,500 +8%
FG
383
Foster Group
Iowa
$455K -$6.7K -301 -1%
Fisher Asset Management
384
Fisher Asset Management
Washington
$455K +$173K +7,786 +62%
GI
385
Gradient Investments
Minnesota
$452K +$20.7K +933 +5%
WEPOG
386
Wealth Enhancement & Preservation of GA
Georgia
$450K +$1.73K +78 +0.4%
TT
387
TI-Trust
Illinois
$445K – – –
Fifth Third Bancorp
388
Fifth Third Bancorp
Ohio
$432K +$39.3K +1,765 +10%
RCG
389
Resource Consulting Group
Florida
$428K +$32.4K +1,458 +8%
SRC
390
Sage Rhino Capital
California
$424K -$18K -810 -4%
EGWAG
391
Elwood & Goetz Wealth Advisory Group
Georgia
$424K +$9.83K +442 +2%
RC
392
RegentAtlantic Capital
New Jersey
$423K – – –
SB
393
Strategic Blueprint
Georgia
$419K +$419K +18,839 New
PCA
394
Providence Capital Advisors
North Carolina
$411K – – –
Bank of New York Mellon
395
Bank of New York Mellon
New York
$411K – – –
S
396
SignatureFD
Georgia
$408K – – –
CCIA
397
Cherry Creek Investment Advisors
Colorado
$404K – – –
CA
398
Continuum Advisory
Idaho
$404K +$1.2K +54 +0.3%
DFA
399
DHJJ Financial Advisors
Illinois
$402K -$14K -630 -3%
SIG
400
Spinnaker Investment Group
California
$398K +$398K +17,893 New
14 15
16
17 18