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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 %
FCA
601
Fortis Capital Advisors
Kansas
$21.7K +$21.7K +893 New
JFA
602
JNBA Financial Advisors
Minnesota
$20.9K – – –
AWM
603
Accel Wealth Management
Iowa
$19K – – –
GWSA
604
Global Wealth Strategies & Associates
Colorado
$14.4K +$14.4K +592 New
Bank of Montreal
605
Bank of Montreal
Ontario, Canada
$13.6K – – –
SSB
606
Sandy Spring Bank
Maryland
$13.1K +$73 +3 +0.6%
AWM
607
Avior Wealth Management
Nebraska
$11.3K +$8.31K +342 +274%
PA
608
Parallel Advisors
California
$9.11K – – –
GJIA
609
Glass Jacobson Investment Advisors
Maryland
$6.46K +$6.46K +266 New
ACA
610
Atlas Capital Advisors
Wyoming
$4.44K – – –
JWM
611
Janiczek Wealth Management
Colorado
$2.26K – – –
CMP
612
Coston McIsaac & Partners
Maine
$1.08K -$133 -5,469 -11%
TFGT
613
TS Financial Group (TSFG)
Illinois
$1K – – –
DJSG
614
D.J. St. Germain
Massachusetts
$672 – – –
Citigroup
615
Citigroup
New York
$437 +$437 +18 New
SDH
616
Sloy Dahl & Holst
Washington
– -$10.9M -488,883 Closed
CWM
617
Cedar Wealth Management
California
– -$6.72M -302,298 Closed
CIA
618
Caerus Investment Advisors
Texas
– -$3.23M -145,251 Closed
APW
619
Aurora Private Wealth
New Jersey
– -$3.15M -141,504 Closed
AWA
620
Arete Wealth Advisors
Illinois
– -$700K -31,460 Closed
SG
621
Stonnington Group
California
– -$573K -24,744 Closed
Natixis Advisors
622
Natixis Advisors
Massachusetts
– -$546K -24,535 Closed
NAM
623
NorthCrest Asset Manangement
Minnesota
– -$540K -24,273 Closed
IAIM
624
International Assets Investment Management
Florida
– -$506K -22,583 Closed
ECG
625
Edge Capital Group
Georgia
– -$337K -15,153 Closed
22 23 24
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