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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 %
DFA
551
DHJJ Financial Advisors
Illinois
$318K -$73.2K -2,695 -19%
DWM
552
Drive Wealth Management
Utah
$315K -$12.7K -469 -4%
US Bancorp
553
US Bancorp
Minnesota
$315K -$10.3K -381 -3%
PFG
554
Prosperity Financial Group
California
$311K +$311K +11,460 New
WT
555
Washington Trust
Rhode Island
$310K – – –
HWM
556
HB Wealth Management
Georgia
$309K +$309K +11,375 New
ATC
557
Argent Trust Co
Tennessee
$309K +$309K +11,372 New
WP
558
Wealthspan Partners
Iowa
$308K +$308K +11,349 New
AP
559
Arlington Partners
Alabama
$305K – – –
Empower Advisory Group
560
Empower Advisory Group
Colorado
$302K – – –
MCM
561
Monument Capital Management
Virginia
$299K – – –
GEA
562
Glen Eagle Advisors
New Jersey
$293K – – –
RIA
563
Regal Investment Advisors
Michigan
$288K -$23.6K -869 -8%
BFA
564
Beacon Financial Advisory
Ohio
$287K +$81 +3 +0%
AIA
565
Arbor Investment Advisors
North Carolina
$286K – – –
TAM
566
Titleist Asset Management
Texas
$284K – – –
EA
567
Ellsworth Advisors
Ohio
$284K +$14.4K +530 +5%
TCA
568
Transcend Capital Advisors
New Jersey
$283K -$27.3K -1,007 -9%
HWM
569
Horizon Wealth Management
Illinois
$282K +$489 +18 +0.2%
IF
570
Ironwood Financial
Arizona
$281K – – –
EWM
571
Evercore Wealth Management
New York
$276K – – –
MAM
572
Marotta Asset Management
Virginia
$276K +$276K +10,179 New
GWSG
573
GPS Wealth Strategies Group
Colorado
$274K +$3.18K +117 +1%
APC
574
Aspire Private Capital
North Carolina
$274K +$274K +10,078 New
HFS
575
Horizon Financial Services
North Carolina
$272K – – –
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