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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 %
Natixis Advisors
501
Natixis Advisors
Massachusetts
$431K +$70.8K +2,606 +20%
Lido Advisors
502
Lido Advisors
California
$429K -$133K -4,889 -24%
BIA
503
Bell Investment Advisors
California
$428K – – –
PCA
504
Providence Capital Advisors
North Carolina
$428K -$74.3K -2,735 -15%
SS
505
Simplicity Solutions
Minnesota
$426K – – –
EGWAG
506
Elwood & Goetz Wealth Advisory Group
Georgia
$424K -$2.09K -77 -0.5%
MC
507
Moors & Cabot
Massachusetts
$421K +$421K +15,493 New
MFG
508
Magnus Financial Group
New York
$421K +$1.47K +54 +0.3%
MFT
509
Moisand Fitzgerald Tamayo
Florida
$417K +$26.1K +961 +7%
C
510
Certuity
Florida
$415K +$2.72K +100 +0.7%
WWP
511
WR Wealth Planners
Missouri
$414K -$381K -14,031 -48%
FIA
512
Foundations Investment Advisors
Arizona
$412K +$39.3K +1,447 +11%
RWA
513
Ropes Wealth Advisors
Massachusetts
$412K – – –
RIS
514
Retirement Income Solutions
Michigan
$412K – – –
EP
515
Essential Planning
New Hampshire
$411K -$120K -4,435 -23%
BCM
516
Blume Capital Management
California
$409K +$67.9K +2,500 +20%
EF
517
Exeter Financial
Arizona
$408K +$35.6K +1,306 +10%
Bank of New York Mellon
518
Bank of New York Mellon
New York
$403K -$467K -17,200 -54%
CAM
519
CPA Asset Management
Florida
$401K – – –
MFWP
520
Mosaic Family Wealth Partners
Missouri
$400K +$2.25K +83 +0.6%
CAI
521
Capital Advisors Inc
Oklahoma
$397K – – –
WTA
522
Washington Trust Advisors
Massachusetts
$395K – – –
FAT
523
First American Trust
California
$392K -$32.3K -1,189 -8%
HFA
524
Highland Financial Advisors
New Jersey
$391K -$4.07K -150 -1%
FA
525
Fiduciary Alliance
South Carolina
$391K – – –
19 20
21
22 23