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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 %
SFS
426
Security Financial Services
Indiana
$713K -$56.7K -2,087 -7%
BMD
427
Better Money Decisions
New Mexico
$705K -$49.3K -1,814 -7%
HIP
428
HUB Investment Partners
Texas
$703K -$36.4K -1,339 -5%
Bessemer Group
429
Bessemer Group
New Jersey
$700K – – –
ACA
430
Affinity Capital Advisors
California
$696K – – –
PIFP
431
Partners in Financial Planning
Virginia
$696K +$1.63K +60 +0.2%
CWM
432
CarsonAllaria Wealth Management
Illinois
$693K -$6.3K -232 -0.9%
3LCM
433
3D/L Capital Management
Connecticut
$689K +$6.52K +240 +1%
CFS
434
CRA Financial Services
New Jersey
$684K – – –
RPSA
435
Richard P. Slaughter Associates
Texas
$684K – – –
KA
436
Kovack Advisors
Florida
$676K – – –
AWM
437
Arista Wealth Management
Nevada
$674K – – –
AG
438
Ascent Group
Virginia
$665K -$55.2K -1,992 -8%
NAM
439
NorthCrest Asset Manangement
Minnesota
$659K – – –
TFM
440
TFC Financial Management
Massachusetts
$651K +$651K +23,961 New
SRSA
441
S.R. Schill & Associates
Washington
$637K – – –
H
442
HoyleCohen
California
$613K +$190 +7 +0%
MPAM
443
Murphy Pohlad Asset Management
Minnesota
$611K – – –
FFA
444
First Foundation Advisors
California
$610K +$175K +6,430 +40%
M&T Bank
445
M&T Bank
New York
$608K -$716K -26,387 -54%
QPWM
446
Quadrant Private Wealth Management
Pennsylvania
$607K – – –
W
447
WealthOne
New York
$606K -$8.15K -300 -1%
CPCM
448
Cardinal Point Capital Management
Ontario, Canada
$601K -$611K -22,490 -50%
BB
449
Busey Bank
Illinois
$595K – – –
MKA
450
M. Kulyk & Associates
Georgia
$594K – – –
16 17
18
19 20