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.

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
1
Envestnet Asset Management
Illinois
$538M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$250M
3
MWM
3
Modera Wealth Management
New Jersey
$111M
4
HIG
4
Heritage Investment Group
Florida
$51.4M
5
Baird Financial Group
5
Baird Financial Group
Wisconsin
$101M

Top Sellers

1
Cerity Partners
1
Cerity Partners
New York
$92.5M
2
CIAS
2
CFS Investment Advisory Services
New Jersey
$12.8M
3
TWP
3
TFO Wealth Partners
Ohio
$19.5M
4
FPAS
4
Focus Partners Advisor Solutions
Missouri
$150M
5
KMWM
5
Keudell/Morrison Wealth Management
Oregon
$14M
Name Market Value Shares Shares
Change 		Shares
Change %
Cerity Partners
26
Cerity Partners
New York
$92.5M 140,798 -3,411,083 -96%
EAM
27
Evanson Asset Management
California
$91M 3,747,639 +15,751 +0.4%
Osaic Holdings
28
Osaic Holdings
Arizona
$88.4M 3,642,859 +1,324,666 +57%
HIGP
29
Hill Investment Group Partners
Missouri
$87.5M 3,603,173 +428,487 +13%
TFP
30
Triune Financial Partners
Kansas
$81.3M 3,347,208 +66,574 +2%
MWP
31
Meridian Wealth Partners
Pennsylvania
$79.5M 3,273,897 -3,147 -0.1%
SSC
32
Syverson Strege & Co
Iowa
$79.2M 3,263,589 +147,474 +5%
MSWM
33
McGlone Suttner Wealth Management
Wisconsin
$74.1M 3,052,732 +3,052,732 New
AssetMark Inc
34
AssetMark Inc
California
$70.1M 2,886,469 +129,824 +5%
CWM
35
Core Wealth Management
Florida
$69.7M 2,870,854 +2,870,854 New
OFA
36
Onyx Financial Advisors
Idaho
$69.3M 2,852,718 +2,852,718 New
AF
37
Allworth Financial
California
$68.4M 2,816,159 +491,379 +21%
Mariner
38
Mariner
Kansas
$68M 2,798,646 +855,545 +44%
WIM
39
Warwick Investment Management
Texas
$67.7M 2,787,209 -22,235 -0.8%
SFG
40
Steward Financial Group
Texas
$65.6M 2,700,897 +13,025 +0.5%
B
41
BetterWealth
California
$65M 2,676,382 +38,900 +1%
AC
42
Apella Capital
Connecticut
$64.5M 2,657,415 +173,041 +7%
JWA
43
JFS Wealth Advisors
Pennsylvania
$63.8M 2,626,908 -36,038 -1%
FMWA
44
Forvis Mazars Wealth Advisors
Missouri
$63.5M 2,616,660 +222,147 +9%
AFG
45
Altiora Financial Group
Ohio
$63.1M 2,597,362 +2,597,362 New
Comerica Bank
46
Comerica Bank
Texas
$63M 2,479,067 -85,281 -3%
GWM
47
Grand Wealth Management
Michigan
$62.9M 2,590,085 +59,319 +2%
CCWA
48
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$61M 2,512,403 -105,126 -4%
FAAM
49
First Ascent Asset Management
Colorado
$60.3M 2,483,577 +789,351 +47%
WWP
50
Waypoint Wealth Partners
California
$59.5M 2,450,084 -34,618 -1%
1
2
3 4 5