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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 %
ECM
376
Evergreen Capital Management
Washington
$857K – – –
BCM
377
Brookstone Capital Management
Illinois
$855K – – –
RF
378
Resolute Financial
Massachusetts
$839K +$6.02K +248 +0.7%
SF
379
Symphony Financial
Texas
$824K +$3.71K +152 +0.5%
TA
380
TFB Advisors
Kansas
$801K +$801K +33,001 New
KWM
381
Kingsview Wealth Management
Oregon
$796K – – –
CFO
382
Collective Family Office
Pennsylvania
$796K – – –
EFL
383
ERn Financial LLC
Wisconsin
$795K -$205K -8,431 -20%
JHCP
384
Jackson Hole Capital Partners
Oklahoma
$790K -$402K -16,551 -34%
HWA
385
Heritage Wealth Advisors
Virginia
$787K – – –
Bank of New York Mellon
386
Bank of New York Mellon
New York
$783K +$334K +13,769 +75%
RA
387
Rise Advisors
New York
$770K +$3.98K +164 +0.5%
VPIM
388
Vanguard Personalized Indexing Management
California
$768K – – –
DEM
389
Disciplined Equity Management
Florida
$759K +$686K +28,260 +945%
SMA
390
Sage Mountain Advisors
Georgia
$758K – – –
FSWA
391
Financial Synergies Wealth Advisors
Texas
$752K +$3.81K +157 +0.5%
PWLP
392
Prio Wealth Limited Partnership
Massachusetts
$744K – – –
TP
393
Tranquility Partners
Tennessee
$740K – – –
FWA
394
FSM Wealth Advisors
Ohio
$734K +$87.2K +3,591 +13%
PA
395
PFG Advisors
Arizona
$730K +$197K +8,109 +37%
EW
396
Evoke Wealth
California
$697K -$24.3K -1,000 -3%
PIA
397
Perennial Investment Advisors
California
$694K -$40K -1,649 -5%
MPW
398
Monterey Private Wealth
California
$694K +$1.29K +53 +0.2%
NP
399
NorthRock Partners
Minnesota
$677K – – –
QFA
400
Quantum Financial Advisors
California
$674K – – –
14 15
16
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