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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 %
BP
551
BBR Partners
New York
$228K +$1.17K +48 +0.5%
WAG
552
Wallace Advisory Group
California
$227K +$227K +9,354 New
CA
553
Clearstead Advisors
Ohio
$224K – – –
AIS
554
American Investment Services
Massachusetts
$221K +$221K +9,112 New
LIM
555
Lathrop Investment Management
Arkansas
$220K +$220K +9,052 New
APWM
556
Atlas Private Wealth Management
New York
$219K +$219K +9,038 New
CF
557
Centaurus Financial
California
$218K – – –
VCM
558
Vivaldi Capital Management
Illinois
$217K +$217K +8,710 New
HFP
559
Holistic Financial Partners
Indiana
$215K +$215K +8,857 New
FFWA
560
FRG Family Wealth Advisors
Washington
$214K +$214K +8,829 New
NPP
561
New Potomac Partners
Maryland
$213K +$213K +8,780 New
BWA
562
BDO Wealth Advisors
Florida
$209K +$209K +8,607 New
TW
563
Transform Wealth
Colorado
$209K -$30.2K -1,242 -13%
WPC
564
Wedmont Private Capital
Pennsylvania
$208K +$208K +8,386 New
HI
565
Harbour Investments
Wisconsin
$207K – – –
EK
566
Evensky & Katz
Florida
$205K +$897 +37 +0.4%
TRCT
567
Tower Research Capital (TRC)
New York
$205K +$205K +8,430 New
KFAA
568
Klaas Financial Asset Advisors
Illinois
$203K -$8.4K -346 -4%
HBT
569
Hills Bank & Trust
Iowa
$203K – – –
QCIG
570
Quad-Cities Investment Group
Iowa
$201K +$201K +8,295 New
SFS
571
Summit Financial Strategies
Ohio
$201K +$201K +8,260 New
SPIA
572
Steward Partners Investment Advisory
New York
$187K -$484K -19,928 -72%
PMFA
573
Plante Moran Financial Advisors
Michigan
$185K -$9.83K -405 -5%
RCS
574
Retirement Capital Strategies
California
$173K +$173K +7,114 New
MWC
575
MBM Wealth Consultants
Missouri
$168K +$168K +6,940 New
21 22
23
24 25