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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
1
Mercer Global Advisors
Colorado
$779M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.13B
3
FFM
3
Forum Financial Management
Illinois
$1.06B
4
BSW
4
Buckingham Strategic Wealth
Missouri
$1.01B
5
UBS Group
5
UBS Group
Switzerland
$91M

Top Sellers

1
SWG
1
Summit Wealth Group
Vermont
$34.1M
2
GA
2
Greenspring Advisors
Maryland
$186M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$83.1M
4
CA
4
Cetera Advisors
Colorado
$1.3M
5
Jane Street
5
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LA
451
Lane & Associates
New Jersey
$588K +$47.1K +1,735 +9%
EWA
452
Exencial Wealth Advisors
Oklahoma
$586K +$250K +9,208 +75%
BTW
453
Boston Trust Walden
Massachusetts
$585K – – –
CSIC
454
Clifford Swan Investment Counsel
California
$582K – – –
GCA
455
Gradient Capital Advisors
California
$579K +$83.7K +3,084 +17%
YWM
456
Yoder Wealth Management
California
$574K – – –
CBFP
457
Cedar Brook Financial Partners
Ohio
$572K +$17.6K +649 +3%
ACP
458
Aviance Capital Partners
Florida
$571K +$5.4K +199 +1%
SPP
459
Single Point Partners
Massachusetts
$569K – – –
FFS
460
Founders Financial Securities
Maryland
$567K -$389K -14,336 -41%
SPIA
461
Steward Partners Investment Advisory
New York
$559K +$352K +12,955 +170%
HG
462
Harbor Group
New Hampshire
$557K +$557K +20,521 New
WEPOG
463
Wealth Enhancement & Preservation of GA
Georgia
$556K +$1.93K +71 +0.3%
CG
464
Caprock Group
Idaho
$554K +$4.89K +180 +0.9%
SB
465
Strategic Blueprint
Georgia
$553K +$2.58K +95 +0.5%
AR
466
Apeiron RIA
Texas
$543K – – –
IA
467
IFP Advisors
Florida
$536K +$14K +516 +3%
JIC
468
Johnson Investment Counsel
Ohio
$533K -$40.1K -1,477 -7%
KP
469
Keel Point
Alabama
$527K +$167K +6,160 +46%
FG
470
Foster Group
Iowa
$526K -$1.71K -63 -0.3%
SRC
471
Sage Rhino Capital
California
$524K -$6.25K -230 -1%
AA
472
Advisory Alpha
Michigan
$515K +$137K +5,042 +36%
MFA
473
Morling Financial Advisors
California
$510K – – –
PFBT
474
Parkside Financial Bank & Trust
Missouri
$510K +$27 +1 +0%
RCG
475
Resource Consulting Group
Florida
$506K – – –
17 18
19
20 21