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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 %
RBC
626
Roble Belko & Company
Pennsylvania
$176K – – –
Bank of Montreal
627
Bank of Montreal
Ontario, Canada
$175K +$157K +5,779 +885%
NMG
628
New Millennium Group
Utah
$172K +$597 +22 +0.3%
BC
629
Bartlett & Co
Ohio
$170K – – –
BCWM
630
Bartlett & Co Wealth Management
Ohio
$170K – – –
TIM
631
Thompson Investment Management
Wisconsin
$151K – – –
OA
632
Operose Advisors
Wisconsin
$151K – – –
RI
633
Ridgewood Investments
New Jersey
$142K – – –
FHA
634
First Horizon Advisors
Tennessee
$137K +$27.2K +1,000 +25%
CAS
635
Coppell Advisory Solutions
Texas
$131K +$131K +4,872 New
ME
636
McIlrath & Eck
Washington
$130K – – –
DI
637
Disciplined Investments
Oklahoma
$122K +$6.76K +249 +6%
PB
638
Pinnacle Bancorp
Nebraska
$113K – – –
AWM
639
Avondale Wealth Management
Texas
$109K – – –
RP
640
Rowlandmiller & Partners
Georgia
$105K +$105K +3,879 New
MAWCM
641
Mine & Arao Wealth Creation & Management
California
$105K – – –
BF
642
BOK Financial
Oklahoma
$101K – – –
MCA
643
Maryland Capital Advisors
Maryland
$94.7K -$652 -24 -0.7%
WP
644
WealthPLAN Partners
Nebraska
$89K – – –
CIAS
645
Capital Investment Advisory Services
North Carolina
$62.4K – – –
HIA
646
Harbor Investment Advisory
Maryland
$61.6K – – –
EWP
647
Elevation Wealth Partners
California
$52.8K +$3.56K +131 +7%
AIA
648
Arcadia Investment Advisors
Idaho
$52.4K – – –
GI
649
Gradient Investments
Minnesota
$47.2K -$505K -18,587 -91%
LF
650
Lee Financial
Texas
$42.9K +$25K +919 +139%
24 25
26
27 28