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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.

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

Top Sellers

1
PCM
Passive Capital Management
Maryland
$8.27M
2
MFC
Morris Financial Concepts
South Carolina
$0
3
HighTower Advisors
HighTower Advisors
Illinois
$142M
4
SFA
Sequoia Financial Advisors
Ohio
$10.3M
5
Ameriprise
Ameriprise
Minnesota
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SFS
476
Sowell Financial Services
Arkansas
$232K +$232K +10,414 New
WWA
477
WCG Wealth Advisors
Nevada
$231K – – –
EA
478
Efficient Advisors
Ohio
$231K +$231K +10,377 New
IF
479
Ironwood Financial
Arizona
$230K – – –
HWM
480
Horizon Wealth Management
Illinois
$230K +$445 +20 +0.2%
KPW
481
Kore Private Wealth
New York
$229K – – –
SPC
482
Sigma Planning Corp
Michigan
$228K +$29.8K +1,336 +15%
MAM
483
Marotta Asset Management
Virginia
$226K +$226K +10,179 New
EWM
484
Evercore Wealth Management
New York
$226K – – –
Kovitz Investment Group Partners
485
Kovitz Investment Group Partners
Illinois
$223K – – –
HFS
486
Horizon Financial Services
North Carolina
$223K – – –
TW
487
Transform Wealth
Colorado
$219K -$8.35K -375 -4%
Lido Advisors
488
Lido Advisors
California
$215K – – –
GWMIA
489
Global Wealth Management Investment Advisory
Florida
$215K – – –
Kayne Anderson Rudnick Investment Management
490
Kayne Anderson Rudnick Investment Management
California
$214K -$22 -1 -0%
PFBT
491
Parkside Financial Bank & Trust
Missouri
$213K +$2.45K +110 +1%
MAG
492
Mokosak Advisory Group
Iowa
$209K +$822 +37 +0.4%
BP
493
BBR Partners
New York
$208K +$802 +36 +0.4%
CFS
494
Capital Financial Services
New York
$208K +$208K +9,335 New
CA
495
Clearstead Advisors
Ohio
$205K – – –
GWSG
496
GPS Wealth Strategies Group
Colorado
$205K +$2.7K +121 +1%
MCM
497
Maple Capital Management
Vermont
$203K +$203K +8,074 New
CF
498
Centaurus Financial
California
$200K – – –
HI
499
Harbour Investments
Wisconsin
$198K – – –
Qube Research & Technologies (QRT)
500
Qube Research & Technologies (QRT)
United Kingdom
$196K +$196K +8,801 New
18 19
20
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