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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 %
TC
526
TownSquare Capital
Utah
$276K +$1.14K +47 +0.4%
PCA
527
Personal Capital Advisors
California
$270K – – –
GD
528
Grandfield & Dodd
New York
$268K – – –
MCM
529
Monument Capital Management
Virginia
$267K – – –
FA
530
Flagstar Advisors
New York
$265K +$265K +10,933 New
GEA
531
Glen Eagle Advisors
New Jersey
$262K – – –
GCA
532
Gradient Capital Advisors
California
$259K +$4.23K +174 +2%
GT
533
Glenmede Trust
Pennsylvania
$255K -$30.4K -1,250 -11%
TC
534
Titleist Capital
Texas
$254K – – –
WWA
535
WCG Wealth Advisors
Nevada
$252K – – –
HWM
536
Horizon Wealth Management
Illinois
$251K +$656 +27 +0.3%
IF
537
Ironwood Financial
Arizona
$251K – – –
SPC
538
Sigma Planning Corp
Michigan
$249K +$680 +28 +0.3%
IA
539
Inspire Advisors
Idaho
$249K +$249K +10,257 New
EWM
540
Evercore Wealth Management
New York
$247K – – –
MAM
541
Marotta Asset Management
Virginia
$247K – – –
EF
542
Exeter Financial
Arizona
$244K -$46.3K -1,907 -16%
HFS
543
Horizon Financial Services
North Carolina
$243K – – –
BS
544
Boenning & Scattergood
Pennsylvania
$241K +$241K +8,756 New
Lido Advisors
545
Lido Advisors
California
$236K – – –
GWMIA
546
Global Wealth Management Investment Advisory
Florida
$234K – – –
Kayne Anderson Rudnick Investment Management
547
Kayne Anderson Rudnick Investment Management
California
$234K +$24 +1 +0%
AQR Capital Management
548
AQR Capital Management
Connecticut
$231K +$231K +9,513 New
ERWM
549
Elk River Wealth Management
Colorado
$230K -$24.3K -1,000 -10%
MAG
550
Mokosak Advisory Group
Iowa
$230K +$1.14K +47 +0.5%
20 21
22
23 24