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Dimensional US Core Equity 2 ETF
DFAC

Overview Fund Activity

646 hedge funds and large institutions have $15.7B invested in Dimensional US Core Equity 2 ETF in 2023 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 289 increasing their positions, 160 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
646
Holders Change
+32
Holders Change %
+5.21%
% of All Funds
10.34%
Holding in Top 10
159
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+3.25%
% of All Funds
2.54%
New
66
Increased
289
Reduced
160
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cerity Partners
Cerity Partners
New York
+$3.08B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$160M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$127M
4
TWP
TFO Wealth Partners
Ohio
+$105M
5
B
Bridgeworth
Alabama
+$49.1M

Top Sellers

1
EWA
EP Wealth Advisors
California
-$30.9M
2
MAM
McLean Asset Management
Virginia
-$17.9M
3
LNC
Lincoln National Corp
Pennsylvania
-$7.99M
4
PO
Private Ocean
California
-$7.92M
5
CWR
Chico Wealth RIA
California
-$7.73M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIP
376
Almanack Investment Partners
Pennsylvania
$984K +$984K +38,599 New
WA
377
Wealth Advisors
California
$980K -$25.8K -1,013 -3%
MIAS
378
Mason Investment Advisory Services
Virginia
$979K – – –
OPWM
379
Oakwell Private Wealth Management
Texas
$968K -$264K -10,342 -21%
LG
380
LAM Group
Oregon
$966K -$75K -2,942 -7%
TI
381
tru Independence
Oregon
$944K +$402K +15,776 +74%
BFP
382
Brewster Financial Planning
New York
$937K – – –
Brown Advisory
383
Brown Advisory
Maryland
$929K -$20.2K -793 -2%
ECM
384
Evergreen Capital Management
Washington
$899K – – –
FFS
385
Founders Financial Securities
Maryland
$897K -$2.75K -108 -0.3%
BCM
386
Brookstone Capital Management
Illinois
$886K – – –
CAM
387
Clark Asset Management
New Hampshire
$885K -$74.9K -2,941 -8%
SIG
388
Spinnaker Investment Group
California
$844K +$394K +15,470 +88%
SF
389
Symphony Financial
Texas
$840K -$8.31K -331 -1%
CFO
390
Collective Family Office
Pennsylvania
$835K – – –
HWA
391
Heritage Wealth Advisors
Virginia
$826K – – –
Bank of New York Mellon
392
Bank of New York Mellon
New York
$817K -$4.66K -183 -0.6%
TP
393
Tranquility Partners
Tennessee
$815K +$38.9K +1,527 +5%
RA
394
Rise Advisors
New York
$810K +$1.96K +77 +0.2%
AWM
395
Aspire Wealth Management
Massachusetts
$806K +$694K +27,223 +620%
VPIM
396
Vanguard Personalized Indexing Management
California
$805K – – –
AWA
397
Arete Wealth Advisors
Illinois
$805K +$805K +31,577 New
DEM
398
Disciplined Equity Management
Florida
$798K +$1.53K +60 +0.2%
SMA
399
Sage Mountain Advisors
Georgia
$795K – – –
FSWA
400
Financial Synergies Wealth Advisors
Texas
$791K +$1.91K +75 +0.2%
14 15
16
17 18