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Dimensional US Core Equity 2 ETF
DFAC

Overview Fund Activity

646 hedge funds and large institutions have $15.7B invested in Dimensional US Core Equity 2 ETF in 2023 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 289 increasing their positions, 160 reducing their positions, and 17 closing their positions.

Holders
646
Holders Change
+32
Holders Change %
+5.21%
% of All Funds
10.34%
Holding in Top 10
159
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+3.25%
% of All Funds
2.55%
New
66
Increased
289
Reduced
160
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cerity Partners
1
Cerity Partners
New York
$3.19B
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$724M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$390M
4
TWP
4
TFO Wealth Partners
Ohio
$116M
5
B
5
Bridgeworth
Alabama
$75.1M

Top Sellers

1
EWA
1
EP Wealth Advisors
California
$323K
2
MAM
2
McLean Asset Management
Virginia
$7.14M
3
LNC
3
Lincoln National Corp
Pennsylvania
$32.2M
4
PO
4
Private Ocean
California
$129M
5
CWR
5
Chico Wealth RIA
California
$32.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Baird Financial Group
26
Baird Financial Group
Wisconsin
$106M +$785K +30,796 +0.7%
MSWM
27
McGlone Suttner Wealth Management
Wisconsin
$103M +$25M +981,353 +32%
HIGP
28
Hill Investment Group Partners
Missouri
$102M +$9.72M +381,500 +11%
Osaic Holdings
29
Osaic Holdings
Arizona
$94.6M +$1.79M +70,261 +2%
EAM
30
Evanson Asset Management
California
$91.6M -$3.92M -153,939 -4%
PCA
31
Prosperity Capital Advisors
Ohio
$90.1M +$43.8M +1,720,401 +95%
TFP
32
Triune Financial Partners
Kansas
$88.3M +$3.05M +119,645 +4%
SSC
33
Syverson Strege & Co
Iowa
$85.3M +$2.12M +83,168 +3%
MWP
34
Meridian Wealth Partners
Pennsylvania
$82.1M -$1.31M -51,218 -2%
Mariner
35
Mariner
Kansas
$76.8M +$5.47M +214,561 +8%
AssetMark Inc
36
AssetMark Inc
California
$76.5M +$2.9M +113,993 +4%
AF
37
Allworth Financial
California
$75.6M +$3.87M +152,025 +5%
B
38
Bridgeworth
Alabama
$75.1M +$49.1M +1,927,924 +189%
OFA
39
Onyx Financial Advisors
Idaho
$74.4M +$1.7M +66,755 +2%
CWM
40
Core Wealth Management
Florida
$72.8M -$314K -12,342 -0.4%
FMWA
41
Forvis Mazars Wealth Advisors
Missouri
$71.2M +$4.54M +178,228 +7%
WIM
42
Warwick Investment Management
Texas
$70.8M -$266K -10,420 -0.4%
SFG
43
Steward Financial Group
Texas
$70.6M +$1.8M +70,486 +3%
B
44
BetterWealth
California
$69.3M +$1.11M +43,546 +2%
JWA
45
JFS Wealth Advisors
Pennsylvania
$67.6M +$656K +25,739 +1%
ADL
46
Asset Dedication LLC
California
$66.9M +$12.3M +483,161 +23%
AFG
47
Altiora Financial Group
Ohio
$66.3M +$134K +5,277 +0.2%
FAAM
48
First Ascent Asset Management
Colorado
$66M +$2.75M +108,027 +4%
GWM
49
Grand Wealth Management
Michigan
$63.7M -$2.29M -90,026 -3%
CCWA
50
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$63.7M -$354K -13,890 -0.6%
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