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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 %
BWA
576
Bordeaux Wealth Advisors
California
$265K +$265K +9,750 New
GWMIA
577
Global Wealth Management Investment Advisory
Florida
$262K – – –
Kayne Anderson Rudnick Investment Management
578
Kayne Anderson Rudnick Investment Management
California
$262K – – –
MAG
579
Mokosak Advisory Group
Iowa
$258K +$896 +33 +0.3%
BP
580
BBR Partners
New York
$256K +$896 +33 +0.4%
TW
581
Transform Wealth
Colorado
$253K +$253K +9,322 New
SWM
582
Spire Wealth Management
Virginia
$253K – – –
CAG
583
Csenge Advisory Group
Florida
$251K +$251K +9,251 New
ERWM
584
Elk River Wealth Management
Colorado
$251K – – –
MC
585
Matisse Capital
Oregon
$250K +$869 +32 +0.3%
AIS
586
American Investment Services
Massachusetts
$247K – – –
GD
587
Grandfield & Dodd
New York
$246K -$54.3K -2,000 -18%
M1FG
588
Mach-1 Financial Group
Arkansas
$244K – – –
IWA
589
Intercontinental Wealth Advisors
Texas
$243K +$15.9K +585 +7%
HFP
590
Holistic Financial Partners
Indiana
$242K +$733 +27 +0.3%
SPC
591
Sigma Planning Corp
Michigan
$242K +$27 +1 +0%
FFWA
592
FRG Family Wealth Advisors
Washington
$241K +$842 +31 +0.4%
GT
593
Glenmede Trust
Pennsylvania
$241K – – –
WAG
594
Wallace Advisory Group
California
$239K – – –
IGWM
595
ICA Group Wealth Management
Colorado
$239K +$202K +7,444 +554%
Luther King Capital Management (LKCM)
596
Luther King Capital Management (LKCM)
Texas
$238K -$267K – –
CD
597
Chapin Davis
Maryland
$238K +$7.85K +289 +3%
TWM
598
Trevian Wealth Management
Massachusetts
$237K – – –
Ameriprise
599
Ameriprise
Minnesota
$234K -$286K -10,549 -55%
ASN
600
Advisory Services Network
Georgia
$233K -$232K -8,561 -50%
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24
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