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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 %
SW
426
SVB Wealth
Massachusetts
$323K +$22 +1 +0%
LFG
427
Lockerman Financial Group
California
$319K – – –
TCA
428
Transcend Capital Advisors
New Jersey
$316K +$316K +14,230 New
CAMV
429
Concord Asset Management (Virginia)
Virginia
$315K +$18.4K +828 +6%
MFT
430
Moisand Fitzgerald Tamayo
Florida
$314K +$11.2K +505 +4%
KTC
431
Kistler-Tiffany Companies
Pennsylvania
$309K – – –
CIBC Private Wealth Group
432
CIBC Private Wealth Group
Georgia
$306K – – –
FIA
433
Foundations Investment Advisors
Arizona
$305K +$534 +24 +0.2%
BWP
434
Balboa Wealth Partners
Arizona
$305K +$305K +13,736 New
AA
435
Advisory Alpha
Michigan
$304K +$312 +14 +0.1%
GCM
436
G2 Capital Management
Ohio
$300K -$18.3K -825 -6%
WTC
437
WhitTier Trust Company
Nevada
$297K +$67.6K +3,035 +29%
DWP
438
Destiny Wealth Partners
Florida
$296K – – –
BC
439
Bartlett & Co
Ohio
$295K – – –
BCWM
440
Bartlett & Co Wealth Management
Ohio
$295K – – –
BRWA
441
B. Riley Wealth Advisors
Florida
$294K -$88.3K -3,964 -23%
ARIS
442
Advanced Research Investment Solutions
California
$293K -$81.4K -3,660 -22%
SBH
443
Segall Bryant & Hamill
Illinois
$290K – – –
CI
444
CX Institutional
Indiana
$290K +$219K +9,853 +309%
GWANC
445
Guardian Wealth Advisors (North Carolina)
North Carolina
$288K +$1.07K +48 +0.4%
BCI
446
Brinker Capital Investments
Pennsylvania
$287K -$163K -7,337 -36%
VA
447
Valmark Advisers
Ohio
$286K -$1.38K -62 -0.5%
PWM
448
PRW Wealth Management
Massachusetts
$286K +$1.09K +49 +0.4%
KWS
449
Keystone Wealth Services
California
$282K – – –
IGWM
450
ICA Group Wealth Management
Colorado
$281K -$164K -7,386 -37%
16 17
18
19 20