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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 %
FAAM
51
First Ascent Asset Management
Colorado
$71M +$653K +24,067 +0.9%
CCWA
52
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$66.8M -$1.04M -38,391 -2%
GWM
53
Grand Wealth Management
Michigan
$65.3M -$2.55M -94,093 -4%
WWP
54
Waypoint Wealth Partners
California
$64.9M -$999K -36,793 -2%
RJFSA
55
Raymond James Financial Services Advisors
Florida
$64.9M +$2.76M +101,655 +4%
MWM
56
Merriman Wealth Management
Washington
$62.3M -$2.03M -74,649 -3%
HIG
57
Heritage Investment Group
Florida
$61.8M +$2.25M +82,749 +4%
SWA
58
ShankerValleau Wealth Advisors
Illinois
$60.7M -$1.81M -66,655 -3%
IWC
59
Integrated Wealth Concepts
Massachusetts
$60.3M +$5.74M +211,483 +11%
PWIA
60
Porter White Investment Advisors
Alabama
$58.4M +$160K +5,876 +0.3%
PCI
61
Planning Center Inc
Illinois
$58.2M +$714K +26,284 +1%
W
62
WorthPointe
California
$58M +$1.18M +43,445 +2%
Cambridge Investment Research Advisors
63
Cambridge Investment Research Advisors
Iowa
$56.5M -$14.5K -535 -0%
AC
64
AWM Capital
Arizona
$56M +$3.87M +142,692 +7%
RWM
65
Ruedi Wealth Management
Illinois
$55.6M +$2.39M +87,940 +4%
RIP
66
RAM Investment Partners
Washington
$55.2M +$2.84M +104,433 +5%
SWA
67
Sax Wealth Advisors
New Jersey
$52.2M +$865K +31,851 +2%
THL
68
Tillman Hartley LLC
Colorado
$52.2M -$2.08M -76,654 -4%
AP
69
Adero Partners
California
$51.8M -$2.38M -87,586 -4%
ALWM
70
Andrews Lucia Wealth Management
California
$51.7M +$959K +35,326 +2%
BBNB
71
Baker Boyer National Bank
Washington
$51.5M +$2.8M +103,292 +6%
KAM
72
KEB Asset Management
Illinois
$49.4M +$162K +5,984 +0.3%
SIAG
73
Safeguard Investment Advisory Group
California
$49.1M +$8.76M +322,530 +22%
MHS
74
M Holdings Securities
Oregon
$48.5M -$5.96M -219,376 -11%
DF
75
DecisionPoint Financial
Arizona
$48.5M +$8.99M +331,118 +23%
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