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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 %
JPMorgan Chase & Co
526
JPMorgan Chase & Co
New York
$32K – – –
WWM
527
Wagner Wealth Management
South Carolina
$31K +$45 +2 +0.1%
HSA
528
HBK Sorce Advisory
Pennsylvania
$28K +$28K +25,000 New
SBL
529
Sargent Bickham Lagudis
Colorado
$27K – – –
MCA
530
Maryland Capital Advisors
Maryland
$27K +$5.61K +256 +26%
AWM
531
Abound Wealth Management
Tennessee
$25.9K +$25.9K +1,164 New
JFA
532
JNBA Financial Advisors
Minnesota
$19K – – –
AWM
533
Accel Wealth Management
Iowa
$19K – – –
SSB
534
Sandy Spring Bank
Maryland
$12K +$45 +2 +0.4%
PA
535
Parallel Advisors
California
$8K -$264K -12,354 -97%
HR
536
Howe & Rusling
New York
$6K +$6K +264 New
ACA
537
Atlas Capital Advisors
Wyoming
$4.07K – – –
SC
538
Siena Capital
Ohio
$3K – – –
JWM
539
Janiczek Wealth Management
Colorado
$2K – – –
AWM
540
Avior Wealth Management
Nebraska
$2K +$2K +125 New
WFA
541
West Financial Advisors
Iowa
$1K – – –
TFGT
542
TS Financial Group (TSFG)
Illinois
$1K +$32 +1 +3%
Bank of Montreal
543
Bank of Montreal
Ontario, Canada
$13 – – –
MFC
544
Morris Financial Concepts
South Carolina
– -$5.08M -218,180 Closed
Ameriprise
545
Ameriprise
Minnesota
– -$2.36M -101,298 Closed
PTC
546
Private Trust Company
Ohio
– -$1.95M -83,867 Closed
ARC
547
Advisor Resource Council
Texas
– -$820K -35,203 Closed
BFA
548
Beacon Financial Advisory
Ohio
– -$704K -30,235 Closed
FFS
549
Founders Financial Securities
Maryland
– -$636K -27,276 Closed
HF
550
HRT Financial
New York
– -$458K -19,663 Closed
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