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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 %
LC
576
Lindbrook Capital
California
$166K – – –
Qube Research & Technologies (QRT)
577
Qube Research & Technologies (QRT)
United Kingdom
$165K -$48.2K -1,985 -23%
RBC
578
Roble Belko & Company
Pennsylvania
$157K – – –
NMG
579
New Millennium Group
Utah
$153K +$801 +33 +0.5%
BC
580
Bartlett & Co
Ohio
$152K -$170K -7,000 -53%
BCWM
581
Bartlett & Co Wealth Management
Ohio
$152K -$170K -7,000 -53%
OA
582
Operose Advisors
Wisconsin
$135K +$135K +5,557 New
ME
583
McIlrath & Eck
Washington
$116K – – –
EI
584
Ellevest Inc
New York
$107K – – –
AWM
585
Aspire Wealth Management
Massachusetts
$107K +$107K +4,393 New
DI
586
Disciplined Investments
Oklahoma
$103K +$364 +15 +0.4%
BTI
587
Blue Trust Inc
Georgia
$103K – – –
PB
588
Pinnacle Bancorp
Nebraska
$101K -$7.73K -320 -7%
FHA
589
First Horizon Advisors
Tennessee
$98.5K – – –
BC
590
Burleson & Co
California
$97.3K – – –
MAWCM
591
Mine & Arao Wealth Creation & Management
California
$93.6K – – –
HSA
592
HBK Sorce Advisory
Pennsylvania
$59K +$29.5K +25,000 +100%
HIA
593
Harbor Investment Advisory
Maryland
$55.1K – – –
CIAS
594
Capital Investment Advisory Services
North Carolina
$54.6K +$12.9K +530 +31%
OWA
595
One Wealth Advisors
California
$47.8K +$47.8K +1,969 New
AIA
596
Arcadia Investment Advisors
Idaho
$46.9K – – –
SWM
597
Spire Wealth Management
Virginia
$30K +$30K +1,215 New
MCA
598
Maryland Capital Advisors
Maryland
$29.9K – – –
SBL
599
Sargent Bickham Lagudis
Colorado
$29.2K – – –
USCWA
600
U.S. Capital Wealth Advisors
Texas
$28.7K +$28.7K +1,184 New
22 23
24
25 26