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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 %
SFS
601
Summit Financial Strategies
Ohio
$210K – – –
SF
602
Synovus Financial
Georgia
$210K +$210K +8,223 New
LEFP
603
Leading Edge Financial Planning
Tennessee
$200K +$200K +7,854 New
SPIA
604
Steward Partners Investment Advisory
New York
$194K -$1.81K -71 -0.9%
MJRIC
605
Mogy Joel R Investment Counsel
California
$188K +$188K +7,380 New
PMFA
606
Plante Moran Financial Advisors
Michigan
$179K -$15.1K -593 -8%
MWC
607
MBM Wealth Consultants
Missouri
$177K – – –
LC
608
Lindbrook Capital
California
$175K – – –
RBC
609
Roble Belko & Company
Pennsylvania
$165K – – –
NMG
610
New Millennium Group
Utah
$161K +$382 +15 +0.2%
BCWM
611
Bartlett & Co Wealth Management
Ohio
$159K – – –
BC
612
Bartlett & Co
Ohio
$159K – – –
TIM
613
Thompson Investment Management
Wisconsin
$142K +$142K +5,569 New
OA
614
Operose Advisors
Wisconsin
$142K – – –
RI
615
Ridgewood Investments
New Jersey
$133K +$133K +5,213 New
ME
616
McIlrath & Eck
Washington
$122K – – –
BTI
617
Blue Trust Inc
Georgia
$113K – – –
EI
618
Ellevest Inc
New York
$112K – – –
DI
619
Disciplined Investments
Oklahoma
$109K +$178 +7 +0.2%
PB
620
Pinnacle Bancorp
Nebraska
$107K – – –
FHA
621
First Horizon Advisors
Tennessee
$103K – – –
AWM
622
Avondale Wealth Management
Texas
$102K +$102K +4,000 New
MAWCM
623
Mine & Arao Wealth Creation & Management
California
$98.2K – – –
BF
624
BOK Financial
Oklahoma
$95K -$961K -37,724 -91%
MCA
625
Maryland Capital Advisors
Maryland
$89.5K +$58.1K +2,279 +185%
23 24
25
26 27