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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.

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
1
Envestnet Asset Management
Illinois
$538M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$250M
3
MWM
3
Modera Wealth Management
New Jersey
$111M
4
HIG
4
Heritage Investment Group
Florida
$51.4M
5
Baird Financial Group
5
Baird Financial Group
Wisconsin
$101M

Top Sellers

1
Cerity Partners
1
Cerity Partners
New York
$92.5M
2
CIAS
2
CFS Investment Advisory Services
New Jersey
$12.8M
3
TWP
3
TFO Wealth Partners
Ohio
$19.5M
4
FPAS
4
Focus Partners Advisor Solutions
Missouri
$150M
5
KMWM
5
Keudell/Morrison Wealth Management
Oregon
$14M
Name Market Value Shares Shares
Change 		Shares
Change %
MWM
51
Merriman Wealth Management
Washington
$59.1M 2,434,441 -40,201 -2%
RJFSA
52
Raymond James Financial Services Advisors
Florida
$54.9M 2,262,591 +125,376 +6%
SWA
53
ShankerValleau Wealth Advisors
Illinois
$54.6M 2,248,532 -81,415 -3%
NCM
54
New Capital Management
Texas
$54.2M 2,234,168 +454,323 +26%
IWC
55
Integrated Wealth Concepts
Massachusetts
$53.5M 2,203,274 +95,620 +5%
PWIA
56
Porter White Investment Advisors
Alabama
$52.3M 2,152,948 +2,152,948 New
ADL
57
Asset Dedication LLC
California
$52M 2,141,643 +248,549 +13%
PCI
58
Planning Center Inc
Illinois
$51.9M 2,136,416 +1,084,487 +103%
HIG
59
Heritage Investment Group
Florida
$51.4M 2,117,017 +2,087,484 +7,068%
W
60
WorthPointe
California
$49.2M 2,025,548 -61,181 -3%
Cambridge Investment Research Advisors
61
Cambridge Investment Research Advisors
Iowa
$49.1M 2,020,450 +120,670 +6%
THL
62
Tillman Hartley LLC
Colorado
$49M 2,019,031 +2,019,031 New
AP
63
Adero Partners
California
$48.8M 2,010,566 -21,633 -1%
SWA
64
Sax Wealth Advisors
New Jersey
$48M 1,977,339 +64,685 +3%
RWM
65
Ruedi Wealth Management
Illinois
$44.9M 1,798,735 +1,798,735 New
ALWM
66
Andrews Lucia Wealth Management
California
$44.6M 1,838,025 +39,690 +2%
PCA
67
Prosperity Capital Advisors
Ohio
$44.1M 1,814,504 +1,814,504 New
UBS Group
68
UBS Group
Switzerland
$43.9M 1,809,471 +163,030 +10%
KAM
69
KEB Asset Management
Illinois
$43.3M 1,784,206 +21,320 +1%
RIP
70
RAM Investment Partners
Washington
$41.6M 1,711,930 +1,711,930 New
TFA
71
Triad Financial Advisors
North Carolina
$41.1M 1,692,666 -10,927 -0.6%
BBNB
72
Baker Boyer National Bank
Washington
$40M 1,647,440 -31,085 -2%
CPA
73
Capital Performance Advisors
California
$38.7M 1,591,908 -2,933 -0.2%
CWR
74
Chico Wealth RIA
California
$38.6M 1,591,372 +106,182 +7%
LNC
75
Lincoln National Corp
Pennsylvania
$38.3M 1,577,731 +23,490 +2%
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