DFAC icon

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 %
FWM
476
Fortress Wealth Management
California
$506K +$108K +3,981 +27%
PCIA
477
Prime Capital Investment Advisors
Kansas
$505K +$264K +9,707 +109%
RWM
478
Revisor Wealth Management
Ohio
$501K – – –
TT
479
TI-Trust
Illinois
$499K – – –
S
480
SignatureFD
Georgia
$498K – – –
ECM
481
Exchange Capital Management
Michigan
$496K – – –
CCIA
482
Cherry Creek Investment Advisors
Colorado
$493K – – –
CT
483
Colonial Trust
South Carolina
$487K -$179K -6,581 -27%
TA
484
Tectonic Advisors
Texas
$477K – – –
PFGIA
485
Patriot Financial Group Insurance Agency
Massachusetts
$471K +$471K +17,331 New
Fifth Third Bancorp
486
Fifth Third Bancorp
Ohio
$466K -$49.7K -1,831 -10%
AAG
487
Armstrong Advisory Group
Massachusetts
$466K +$353 +13 +0.1%
PFA
488
Pettinga Financial Advisors
Indiana
$460K -$2.72K -100 -0.6%
WP
489
WealthShield Partners
North Carolina
$458K -$108K -3,972 -19%
JFG
490
JMG Financial Group
Illinois
$457K – – –
R
491
Rebalance
California
$457K – – –
FVWA
492
Foster Victor Wealth Advisors
South Carolina
$453K +$1.57K +58 +0.3%
EA
493
Evolution Advisers
Virginia
$452K – – –
PFP
494
Pinnacle Financial Partners
Tennessee
$448K – – –
WA
495
WBH Advisory
Maryland
$447K – – –
DWM
496
Destination Wealth Management
California
$440K – – –
AWM
497
Accel Wealth Management
Iowa
$439K +$417K +15,374 +1,961%
CIBC Private Wealth Group
498
CIBC Private Wealth Group
Georgia
$437K – – –
JHCP
499
Jackson Hole Capital Partners
Oklahoma
$434K – – –
PA
500
Parallel Advisors
California
$433K -$2.85K -105 -0.7%
18 19
20
21 22