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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 %
CPA
26
Cardiff Park Advisors
California
$117M -$3.64M -134,012 -3%
AAM
27
Austin Asset Management
Texas
$117M +$557K +20,510 +0.5%
Baird Financial Group
28
Baird Financial Group
Wisconsin
$114M +$229K +8,446 +0.2%
Cerity Partners
29
Cerity Partners
New York
$109M +$5.42M +199,649 +5%
EAM
30
Evanson Asset Management
California
$103M +$5.58M +205,650 +6%
B
31
Bridgeworth
Alabama
$102M +$22.4M +823,922 +28%
PCA
32
Prosperity Capital Advisors
Ohio
$98.3M +$2.29M +84,474 +2%
TFP
33
Triune Financial Partners
Kansas
$97.3M +$3.13M +115,469 +3%
SSC
34
Syverson Strege & Co
Iowa
$94M +$3.12M +114,822 +3%
UBS Group
35
UBS Group
Switzerland
$91M +$43.6M +1,605,162 +92%
AF
36
Allworth Financial
California
$87.2M +$6.62M +243,742 +8%
MWP
37
Meridian Wealth Partners
Pennsylvania
$85.7M -$1.8M -66,179 -2%
AC
38
Apella Capital
Connecticut
$85.2M +$85.2M +3,138,512 New
AssetMark Inc
39
AssetMark Inc
California
$85.1M +$3.63M +133,595 +4%
Mariner
40
Mariner
Kansas
$83.3M +$1.53M +56,538 +2%
ADL
41
Asset Dedication LLC
California
$83.2M +$12M +440,587 +17%
Osaic Holdings
42
Osaic Holdings
Arizona
$83.1M -$17.8M -654,102 -18%
OFA
43
Onyx Financial Advisors
Idaho
$81M +$1.71M +62,898 +2%
FMWA
44
Forvis Mazars Wealth Advisors
Missouri
$79.3M +$3.45M +127,005 +5%
CWM
45
Core Wealth Management
Florida
$78.5M +$873K +32,144 +1%
SFG
46
Steward Financial Group
Texas
$77.7M +$2.43M +89,454 +3%
WIM
47
Warwick Investment Management
Texas
$75.1M -$283K -10,440 -0.4%
JWA
48
JFS Wealth Advisors
Pennsylvania
$75M +$2.95M +108,582 +4%
B
49
BetterWealth
California
$73.8M -$57.6K -2,121 -0.1%
AFG
50
Altiora Financial Group
Ohio
$71.2M +$499K +18,373 +0.7%
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