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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
$538M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
$250M
3
MWM
Modera Wealth Management
New Jersey
$111M
4
HIG
Heritage Investment Group
Florida
$51.4M
5
Baird Financial Group
Baird Financial Group
Wisconsin
$101M

Top Sellers

1
Cerity Partners
Cerity Partners
New York
$92.5M
2
CIAS
CFS Investment Advisory Services
New Jersey
$12.8M
3
TWP
TFO Wealth Partners
Ohio
$19.5M
4
FPAS
Focus Partners Advisor Solutions
Missouri
$150M
5
KMWM
Keudell/Morrison Wealth Management
Oregon
$14M
Name Holding Trade Value Shares
Change 		Shares
Change %
S
451
SignatureFD
Georgia
$445K – – –
CA
452
Continuum Advisory
Idaho
$442K +$1.72K +71 +0.4%
EGWAG
453
Elwood & Goetz Wealth Advisory Group
Georgia
$441K -$21.4K -883 -5%
CCIA
454
Cherry Creek Investment Advisors
Colorado
$441K – – –
ASN
455
Advisory Services Network
Georgia
$439K +$439K +18,096 New
TCM
456
Traynor Capital Management
Pennsylvania
$429K +$429K +17,685 New
HCM
457
Hutchinson Capital Management
California
$429K +$429K +17,668 New
SIG
458
Spinnaker Investment Group
California
$428K -$6.19K -255 -1%
TA
459
Tectonic Advisors
Texas
$427K +$427K +17,578 New
Fisher Asset Management
460
Fisher Asset Management
Washington
$423K -$73.4K -3,021 -15%
BCM
461
Brainard Capital Management
Texas
$420K +$420K +17,310 New
ACA
462
Aptus Capital Advisors
Alabama
$419K +$1.51K +62 +0.4%
AAG
463
Armstrong Advisory Group
Massachusetts
$416K +$416K +17,141 New
FVWA
464
Foster Victor Wealth Advisors
South Carolina
$416K +$6.31K +255 +2%
MCC
465
Money Concepts Capital
Florida
$413K +$413K +17,024 New
Renaissance Technologies
466
Renaissance Technologies
New York
$413K -$991K -40,800 -71%
PFA
467
Pettinga Financial Advisors
Indiana
$411K – – –
LA
468
Lane & Associates
New Jersey
$411K +$411K +16,915 New
JFG
469
JMG Financial Group
Illinois
$409K – – –
R
470
Rebalance
California
$407K +$407K +16,778 New
SW
471
SVB Wealth
Massachusetts
$405K +$52.4K +2,159 +15%
EA
472
Evolution Advisers
Virginia
$404K – – –
WCM
473
Wealthcare Capital Management
Virginia
$401K +$32K +1,318 +9%
PFP
474
Pinnacle Financial Partners
Tennessee
$400K – – –
DWM
475
Destination Wealth Management
California
$393K – – –
17 18
19
20 21