DFAC icon

Dimensional US Core Equity 2 ETF
DFAC

Overview Fund Activity

614 hedge funds and large institutions have $11.3B invested in Dimensional US Core Equity 2 ETF in 2022 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 242 increasing their positions, 142 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
614
Holders Change
+72
Holders Change %
+13.28%
% of All Funds
9.91%
Holding in Top 10
154
Holding in Top 10 Change
+30
Holding in Top 10 Change %
+24.19%
% of All Funds
2.48%
New
110
Increased
242
Reduced
142
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$150M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$119M
3
MWM
Modera Wealth Management
New Jersey
+$69.1M
4
HIG
Heritage Investment Group
Florida
+$50.7M
5
Baird Financial Group
Baird Financial Group
Wisconsin
+$43.4M

Top Sellers

1
Cerity Partners
Cerity Partners
New York
-$2.24B
2
CIAS
CFS Investment Advisory Services
New Jersey
-$237M
3
TWP
TFO Wealth Partners
Ohio
-$184M
4
FPAS
Focus Partners Advisor Solutions
Missouri
-$123M
5
KMWM
Keudell/Morrison Wealth Management
Oregon
-$13.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
VWA
426
V Wealth Advisors
Kansas
$536K -$1.07M -43,914 -67%
PWM
427
PRW Wealth Management
Massachusetts
$528K +$146K +4,928 +38%
FFA
428
Farther Finance Advisors
California
$525K +$525K +21,617 New
BTW
429
Boston Trust Walden
Massachusetts
$523K – – –
CSIC
430
Clifford Swan Investment Counsel
California
$521K +$521K +21,451 New
TI
431
tru Independence
Oregon
$516K +$516K +21,256 New
SPP
432
Single Point Partners
Massachusetts
$509K +$509K +20,969 New
MFA
433
Morling Financial Advisors
California
$502K -$6.41K -264 -1%
DWT
434
Dorsey & Whitney Trust
South Dakota
$501K – – –
CWA
435
Clarus Wealth Advisors
Arizona
$498K -$1.11M -44,647 -69%
CBFP
436
Cedar Brook Financial Partners
Ohio
$495K -$89.8K -3,697 -15%
WEPOG
437
Wealth Enhancement & Preservation of GA
Georgia
$494K +$2.53K +104 +0.5%
GI
438
Gradient Investments
Minnesota
$494K – – –
ACP
439
Aviance Capital Partners
Florida
$491K +$66.3K +2,731 +16%
AR
440
Apeiron RIA
Texas
$490K +$490K +20,170 New
TT
441
TI-Trust
Illinois
$486K – – –
FG
442
Foster Group
Iowa
$475K -$21.5K -884 -4%
Fifth Third Bancorp
443
Fifth Third Bancorp
Ohio
$471K – – –
PFBT
444
Parkside Financial Bank & Trust
Missouri
$470K +$238K +9,784 +102%
SRC
445
Sage Rhino Capital
California
$470K +$7.11K +293 +2%
SB
446
Strategic Blueprint
Georgia
$459K +$1.77K +73 +0.4%
SFS
447
Sowell Financial Services
Arkansas
$453K +$200K +8,225 +79%
RCG
448
Resource Consulting Group
Florida
$453K -$14.3K -588 -3%
WP
449
WealthShield Partners
North Carolina
$451K +$451K +18,566 New
PCA
450
Providence Capital Advisors
North Carolina
$449K – – –
16 17
18
19 20