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Dimensional US Core Equity 2 ETF
DFAC

Overview Fund Activity

646 hedge funds and large institutions have $15.7B invested in Dimensional US Core Equity 2 ETF in 2023 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 289 increasing their positions, 160 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
646
Holders Change
+32
Holders Change %
+5.21%
% of All Funds
10.34%
Holding in Top 10
159
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+3.25%
% of All Funds
2.54%
New
66
Increased
289
Reduced
160
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cerity Partners
Cerity Partners
New York
$3.19B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$724M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
$390M
4
TWP
TFO Wealth Partners
Ohio
$116M
5
B
Bridgeworth
Alabama
$75.1M

Top Sellers

1
EWA
EP Wealth Advisors
California
$323K
2
MAM
McLean Asset Management
Virginia
$7.14M
3
LNC
Lincoln National Corp
Pennsylvania
$32.2M
4
PO
Private Ocean
California
$129M
5
CWR
Chico Wealth RIA
California
$32.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
AP
551
Arlington Partners
Alabama
$286K +$286K +11,229 New
Empower Advisory Group
552
Empower Advisory Group
Colorado
$285K +$285K +11,127 New
GD
553
Grandfield & Dodd
New York
$281K – – –
MCM
554
Monument Capital Management
Virginia
$281K – – –
FA
555
Flagstar Advisors
New York
$279K – – –
CFGS
556
Concourse Financial Group Securities
Alabama
$276K +$276K +10,840 New
GEA
557
Glen Eagle Advisors
New Jersey
$275K – – –
LFA
558
LifeGuide Financial Advisors
Pennsylvania
$271K +$271K +10,631 New
BFA
559
Beacon Financial Advisory
Ohio
$269K +$269K +10,572 New
AIA
560
Arbor Investment Advisors
North Carolina
$268K -$61.1K -2,397 -19%
Luther King Capital Management (LKCM)
561
Luther King Capital Management (LKCM)
Texas
$267K -$287K – –
TAM
562
Titleist Asset Management
Texas
$267K +$267K +10,470 New
WWA
563
WCG Wealth Advisors
Nevada
$265K – – –
HWM
564
Horizon Wealth Management
Illinois
$264K +$306 +12 +0.1%
IF
565
Ironwood Financial
Arizona
$264K – – –
EWM
566
Evercore Wealth Management
New York
$259K – – –
HFS
567
Horizon Financial Services
North Carolina
$256K – – –
GWSG
568
GPS Wealth Strategies Group
Colorado
$255K +$255K +9,992 New
EA
569
Ellsworth Advisors
Ohio
$253K -$58.1K -2,281 -19%
GWMIA
570
Global Wealth Management Investment Advisory
Florida
$246K – – –
Kayne Anderson Rudnick Investment Management
571
Kayne Anderson Rudnick Investment Management
California
$246K – – –
MAG
572
Mokosak Advisory Group
Iowa
$242K +$586 +23 +0.2%
GT
573
Glenmede Trust
Pennsylvania
$241K -$26.9K -1,055 -10%
BP
574
BBR Partners
New York
$240K +$561 +22 +0.2%
WAG
575
Wallace Advisory Group
California
$239K +$586 +23 +0.2%
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