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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.

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
2.55%
New
66
Increased
289
Reduced
160
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cerity Partners
1
Cerity Partners
New York
$3.19B
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$724M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$390M
4
TWP
4
TFO Wealth Partners
Ohio
$116M
5
B
5
Bridgeworth
Alabama
$75.1M

Top Sellers

1
EWA
1
EP Wealth Advisors
California
$323K
2
MAM
2
McLean Asset Management
Virginia
$7.14M
3
LNC
3
Lincoln National Corp
Pennsylvania
$32.2M
4
PO
4
Private Ocean
California
$129M
5
CWR
5
Chico Wealth RIA
California
$32.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
WWP
51
Waypoint Wealth Partners
California
$61.9M -$542K -21,271 -0.9%
MWM
52
Merriman Wealth Management
Washington
$60.3M -$1.69M -66,451 -3%
NCM
53
New Capital Management
Texas
$59.7M +$2.76M +108,325 +5%
SWA
54
ShankerValleau Wealth Advisors
Illinois
$58.7M +$1.4M +54,943 +2%
RJFSA
55
Raymond James Financial Services Advisors
Florida
$58.3M +$681K +26,709 +1%
HIG
56
Heritage Investment Group
Florida
$55.9M +$1.95M +76,469 +4%
PWIA
57
Porter White Investment Advisors
Alabama
$54.6M -$214K -8,412 -0.4%
PCI
58
Planning Center Inc
Illinois
$54.2M -$508K -19,822 -0.9%
W
59
WorthPointe
California
$53.3M +$1.68M +65,994 +3%
Cambridge Investment Research Advisors
60
Cambridge Investment Research Advisors
Iowa
$53M +$1.54M +60,415 +3%
IWC
61
Integrated Wealth Concepts
Massachusetts
$51.2M -$4.94M -193,944 -9%
MHS
62
M Holdings Securities
Oregon
$51.1M +$11.3M +445,504 +29%
THL
63
Tillman Hartley LLC
Colorado
$50.9M -$549K -21,531 -1%
AP
64
Adero Partners
California
$50.9M -$369K -14,471 -0.7%
RWM
65
Ruedi Wealth Management
Illinois
$49.9M +$4.11M +161,453 +9%
RIP
66
RAM Investment Partners
Washington
$49.2M +$5.56M +218,353 +13%
AC
67
AWM Capital
Arizona
$48.9M +$12.4M +487,305 +34%
SWA
68
Sax Wealth Advisors
New Jersey
$48.2M -$2.21M -86,891 -4%
ALWM
69
Andrews Lucia Wealth Management
California
$47.6M +$788K +30,933 +2%
KAM
70
KEB Asset Management
Illinois
$46.2M +$722K +28,344 +2%
BBNB
71
Baker Boyer National Bank
Washington
$45.7M +$3.72M +145,986 +9%
UBS Group
72
UBS Group
Switzerland
$44.5M -$1.57M -61,571 -3%
CPA
73
Capital Performance Advisors
California
$41.3M +$774K +30,396 +2%
TFA
74
Triad Financial Advisors
North Carolina
$41.2M -$1.94M -76,125 -4%
SC
75
Shearwater Capital
Colorado
$40.5M +$1.36M +53,502 +3%
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3
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