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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 %
HWA
401
Heritage Wealth Advisors
Virginia
$880K – – –
TP
402
Tranquility Partners
Tennessee
$868K – – –
RA
403
Rise Advisors
New York
$866K +$3.01K +111 +0.3%
VPIM
404
Vanguard Personalized Indexing Management
California
$858K – – –
DEM
405
Disciplined Equity Management
Florida
$853K +$2.99K +110 +0.4%
SMA
406
Sage Mountain Advisors
Georgia
$848K – – –
FSWA
407
Financial Synergies Wealth Advisors
Texas
$846K +$2.93K +108 +0.3%
KWM
408
Kingsview Wealth Management
Oregon
$835K +$2.91K +107 +0.3%
EFL
409
ERn Financial LLC
Wisconsin
$835K +$26.4K +973 +3%
PWLP
410
Prio Wealth Limited Partnership
Massachusetts
$832K – – –
FWA
411
FSM Wealth Advisors
Ohio
$825K – – –
CSB
412
City State Bank
Iowa
$808K -$5.7K -210 -0.7%
PF
413
Parker Financial
Washington
$794K +$461K +16,962 +138%
SWM
414
Shakespeare Wealth Management
Wisconsin
$780K +$4.97K +183 +0.6%
PIA
415
Perennial Investment Advisors
California
$771K – – –
MPW
416
Monterey Private Wealth
California
$767K +$1.01K +37 +0.1%
NWMG
417
National Wealth Management Group
Ohio
$762K +$634 +23 +0.1%
EW
418
Evoke Wealth
California
$758K – – –
NP
419
NorthRock Partners
Minnesota
$757K – – –
QFA
420
Quantum Financial Advisors
California
$754K – – –
DJSG
421
D.J. St. Germain
Massachusetts
$752K +$752K +27,689 New
TA
422
TFB Advisors
Kansas
$742K +$2.58K +95 +0.3%
ICG
423
InterOcean Capital Group
Tennessee
$737K – – –
OC
424
Oakworth Capital
Alabama
$729K – – –
DCM
425
DGS Capital Management
New Jersey
$718K +$718K +26,450 New
15 16
17
18 19