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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 %
AWM
651
Angeles Wealth Management
California
$41.4K – – –
JFGIW
652
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$39.7K +$39.7K +1,463 New
TRCT
653
Tower Research Capital (TRC)
New York
$34.1K -$1.32M -48,703 -97%
CFS
654
CGC Financial Services
Oregon
$29.1K +$29.1K +1,070 New
JFA
655
JNBA Financial Advisors
Minnesota
$23.3K – – –
FBC
656
Fairfield, Bush & Co
Connecticut
$23K +$23K +846 New
BFO
657
Biltmore Family Office
North Carolina
$17.1K +$17.1K +629 New
GWSA
658
Global Wealth Strategies & Associates
Colorado
$16.1K – – –
AWM
659
Avior Wealth Management
Nebraska
$9.82K -$2.89K -106 -23%
OLVIG
660
Oliver Lagore Vanvalin Investment Group
Michigan
$6.92K +$6.92K +255 New
CWM
661
Cranbrook Wealth Management
Michigan
$5.62K – – –
ACA
662
Atlas Capital Advisors
Wyoming
$4.97K – – –
NSG
663
Nalls Sherbakoff Group
Tennessee
$3.34K – – –
TLA
664
Tanglewood Legacy Advisors
Texas
$1.36K +$1.36K +50 New
TFGT
665
TS Financial Group (TSFG)
Illinois
$1K – – –
BCMLT
666
Beacon Capital Management LLC (Tennessee)
Tennessee
$272 +$272 +10 New
Jane Street
667
Jane Street
New York
– -$9.59M -376,403 Closed
CIA
668
Caerus Investment Advisors
Texas
– -$3.48M -136,707 Closed
BlackRock
669
BlackRock
New York
– -$2.16M -84,914 Closed
AWA
670
Arete Wealth Advisors
Illinois
– -$805K -31,577 Closed
CI
671
CX Institutional
Indiana
– -$688K -26,901 Closed
BAM
672
Beaumont Asset Management
Texas
– -$640K -25,116 Closed
CA
673
Continuum Advisory
Idaho
– -$465K -18,259 Closed
TCM
674
Traynor Capital Management
Pennsylvania
– -$451K -17,685 Closed
FA
675
Flagstar Advisors
New York
– -$279K -10,933 Closed
24 25 26
27
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