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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 %
ACP
401
Aviance Capital Partners
Florida
$389K +$389K +17,498 New
FVWA
402
Foster Victor Wealth Advisors
South Carolina
$387K +$1.5K +64 +0.4%
ACA
403
Aptus Capital Advisors
Alabama
$382K +$95K +4,275 +33%
PFA
404
Pettinga Financial Advisors
Indiana
$377K – – –
EP
405
Essential Planning
New Hampshire
$375K +$375K +16,812 New
JFG
406
JMG Financial Group
Illinois
$374K +$1.44K +65 +0.4%
EA
407
Evolution Advisers
Virginia
$370K – – –
PFP
408
Pinnacle Financial Partners
Tennessee
$367K – – –
WA
409
WBH Advisory
Maryland
$366K – – –
Brown Advisory
410
Brown Advisory
Maryland
$364K – – –
DWM
411
Destination Wealth Management
California
$360K +$360K +16,194 New
SS
412
Simplicity Solutions
Minnesota
$359K -$8K -360 -2%
FFA
413
First Foundation Advisors
California
$356K – – –
BIA
414
Bell Investment Advisors
California
$351K – – –
S
415
Surevest
California
$350K – – –
C
416
Certuity
Florida
$343K +$999 +45 +0.3%
SHGA
417
Sand Hill Global Advisors
California
$340K -$13.7K -616 -4%
WCM
418
Wealthcare Capital Management
Virginia
$338K -$89.2K -4,012 -21%
PCIA
419
Prime Capital Investment Advisors
Kansas
$337K -$169K -7,607 -33%
RWA
420
Ropes Wealth Advisors
Massachusetts
$337K – – –
ECG
421
Edge Capital Group
Georgia
$337K +$337K +15,153 New
CPO
422
Cerity Partners OCIO
New York
$330K – – –
HFA
423
Highland Financial Advisors
New Jersey
$327K -$71.8K -3,230 -18%
FWM
424
Fortress Wealth Management
California
$325K +$178 +8 +0.1%
WTA
425
Washington Trust Advisors
Massachusetts
$324K – – –
15 16
17
18 19