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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.

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
1
Focus Partners Advisor Solutions
Missouri
$250M
2
Cerity Partners
2
Cerity Partners
New York
$79M
3
Baird Financial Group
3
Baird Financial Group
Wisconsin
$52.4M
4
FFM
4
Forum Financial Management
Illinois
$702M
5
GWA
5
Geometric Wealth Advisors
District of Columbia
$107M

Top Sellers

1
PCM
1
Passive Capital Management
Maryland
$8.27M
2
MFC
2
Morris Financial Concepts
South Carolina
$0
3
HighTower Advisors
3
HighTower Advisors
Illinois
$142M
4
SFA
4
Sequoia Financial Advisors
Ohio
$10.3M
5
Ameriprise
5
Ameriprise
Minnesota
$0
Name Market Value Shares Shares
Change 		Shares
Change %
TFP
26
Triune Financial Partners
Kansas
$73M 3,280,634 +80,995 +3%
MWP
27
Meridian Wealth Partners
Pennsylvania
$72.9M 3,277,044 -50,328 -2%
HIGP
28
Hill Investment Group Partners
Missouri
$70.6M 3,174,686 +38,581 +1%
SSC
29
Syverson Strege & Co
Iowa
$69.3M 3,116,115 +329,662 +12%
WIM
30
Warwick Investment Management
Texas
$62.5M 2,809,444 +3,550 +0.1%
AssetMark Inc
31
AssetMark Inc
California
$61.3M 2,756,645 +480,272 +21%
Comerica Bank
32
Comerica Bank
Texas
$60.9M 2,564,348 -85,261 -3%
SFG
33
Steward Financial Group
Texas
$59.8M 2,687,872 +46,739 +2%
JWA
34
JFS Wealth Advisors
Pennsylvania
$59.2M 2,662,946 -10,550 -0.4%
B
35
BetterWealth
California
$58.7M 2,637,482 +75,792 +3%
CCWA
36
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$58.2M 2,617,529 -10,232 -0.4%
GWM
37
Grand Wealth Management
Michigan
$56.3M 2,530,766 -11,561 -0.5%
WWP
38
Waypoint Wealth Partners
California
$55.3M 2,484,702 -13,784 -0.6%
AC
39
Apella Capital
Connecticut
$55.3M 2,484,374 +372 +0%
MWM
40
Merriman Wealth Management
Washington
$55M 2,474,642 -38,225 -2%
FMWA
41
Forvis Mazars Wealth Advisors
Missouri
$53.3M 2,394,513 +256,953 +12%
Baird Financial Group
42
Baird Financial Group
Wisconsin
$52.4M 2,356,601 +2,322,157 +6,742%
SWA
43
ShankerValleau Wealth Advisors
Illinois
$51.8M 2,329,947 -68,833 -3%
AF
44
Allworth Financial
California
$51.7M 2,324,780 +278,751 +14%
Osaic Holdings
45
Osaic Holdings
Arizona
$51.6M 2,318,193 +229,692 +11%
DY
46
Dowling & Yahnke
California
$50.3M 2,260,750 +110,700 +5%
AP
47
Adero Partners
California
$48.3M 2,032,199 -11,363 -0.6%
RJFSA
48
Raymond James Financial Services Advisors
Florida
$47.5M 2,137,215 -32,570 -2%
IWC
49
Integrated Wealth Concepts
Massachusetts
$46.9M 2,107,654 +18,169 +0.9%
W
50
WorthPointe
California
$46.4M 2,086,729 +9,202 +0.4%
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