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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.

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

Top Sellers

1
Cerity Partners
Cerity Partners
New York
$92.5M
2
CIAS
CFS Investment Advisory Services
New Jersey
$12.8M
3
TWP
TFO Wealth Partners
Ohio
$19.5M
4
FPAS
Focus Partners Advisor Solutions
Missouri
$150M
5
KMWM
Keudell/Morrison Wealth Management
Oregon
$14M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFA
476
First Foundation Advisors
California
$389K – – –
BIA
477
Bell Investment Advisors
California
$383K – – –
SS
478
Simplicity Solutions
Minnesota
$379K -$13.1K -539 -3%
CFS
479
Capital Financial Services
New York
$375K +$148K +6,100 +65%
SHGA
480
Sand Hill Global Advisors
California
$371K – – –
C
481
Certuity
Florida
$369K -$6.31K -260 -2%
RWA
482
Ropes Wealth Advisors
Massachusetts
$368K – – –
RIS
483
Retirement Income Solutions
Michigan
$368K -$178K -7,333 -33%
DFA
484
DHJJ Financial Advisors
Illinois
$361K -$78K -3,213 -18%
CPO
485
Cerity Partners OCIO
New York
$360K – – –
CAM
486
CPA Asset Management
Florida
$359K +$359K +14,767 New
FWM
487
Fortress Wealth Management
California
$355K +$267 +11 +0.1%
Kovitz Investment Group Partners
488
Kovitz Investment Group Partners
Illinois
$355K +$112K +4,591 +46%
MFT
489
Moisand Fitzgerald Tamayo
Florida
$354K +$11.4K +468 +3%
WTA
490
Washington Trust Advisors
Massachusetts
$353K – – –
HFA
491
Highland Financial Advisors
New Jersey
$353K -$3.83K -158 -1%
FA
492
Fiduciary Alliance
South Carolina
$350K +$350K +14,400 New
LFG
493
Lockerman Financial Group
California
$349K +$753 +31 +0.2%
PCIA
494
Prime Capital Investment Advisors
Kansas
$344K -$24.4K -1,003 -7%
EP
495
Essential Planning
New Hampshire
$342K – – –
TCA
496
Transcend Capital Advisors
New Jersey
$342K -$3.74K -154 -1%
KTC
497
Kistler-Tiffany Companies
Pennsylvania
$338K – – –
CIBC Private Wealth Group
498
CIBC Private Wealth Group
Georgia
$334K – – –
FIA
499
Foundations Investment Advisors
Arizona
$333K +$777 +32 +0.2%
AA
500
Advisory Alpha
Michigan
$332K +$437 +18 +0.1%
18 19
20
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