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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 %
CCM
376
Coldstream Capital Management
Washington
$1.11M -$5.38K -198 -0.5%
SIG
377
Spinnaker Investment Group
California
$1.09M +$190K +7,011 +21%
Goldman Sachs
378
Goldman Sachs
New York
$1.08M -$276K -10,151 -20%
PMG
379
ProVise Management Group
Florida
$1.08M +$8.61K +317 +0.8%
OSAM
380
O'Shaughnessy Asset Management
Connecticut
$1.08M -$36.8K -1,357 -3%
TNBTD
381
Trustmark National Bank Trust Department
Mississippi
$1.06M – – –
WA
382
Wealth Advisors
California
$1.06M – – –
AIP
383
Almanack Investment Partners
Pennsylvania
$1.05M – – –
FMC
384
First Merchants Corp
Indiana
$1.04M -$74K -2,728 -7%
MIAS
385
Mason Investment Advisory Services
Virginia
$1.04M – – –
BFP
386
Brewster Financial Planning
New York
$1.03M +$34.5K +1,270 +3%
OPWM
387
Oakwell Private Wealth Management
Texas
$1.03M – – –
LG
388
LAM Group
Oregon
$1.03M -$1.47K -54 -0.1%
VWA
389
V Wealth Advisors
Kansas
$1.02M +$421K +15,501 +70%
CWM
390
Connecticut Wealth Management
Connecticut
$1.01M -$107K -3,951 -10%
LWM
391
Lodestone Wealth Management
Washington
$1M +$1M +20,858 New
DI
392
DFPG Investments
Utah
$999K +$999K +35,704 New
AWM
393
Aspire Wealth Management
Massachusetts
$972K +$113K +4,178 +13%
ECM
394
Evergreen Capital Management
Washington
$958K – – –
Susquehanna International Group
395
Susquehanna International Group
Pennsylvania
$949K +$180K +6,622 +23%
CAM
396
Clark Asset Management
New Hampshire
$946K +$3.29K +121 +0.3%
BCM
397
Brookstone Capital Management
Illinois
$927K – – –
SF
398
Symphony Financial
Texas
$903K +$2.8K +104 +0.3%
QCIG
399
Quad-Cities Investment Group
Iowa
$898K +$75.1K +2,765 +9%
CFO
400
Collective Family Office
Pennsylvania
$884K -$6.08K -224 -0.7%
14 15
16
17 18