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Dimensional US Core Equity 2 ETF
DFAC

Overview Fund Activity

542 hedge funds and large institutions have $8.93B invested in Dimensional US Core Equity 2 ETF in 2022 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 266 increasing their positions, 125 reducing their positions, and 31 closing their positions.

Holders
542
Holders Change
-4
Holders Change %
-0.73%
% of All Funds
9.37%
Holding in Top 10
124
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+7.83%
% of All Funds
2.14%
New
34
Increased
266
Reduced
125
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FPAS
1
Focus Partners Advisor Solutions
Missouri
$250M
2
Cerity Partners
2
Cerity Partners
New York
$79M
3
Baird Financial Group
3
Baird Financial Group
Wisconsin
$52.4M
4
FFM
4
Forum Financial Management
Illinois
$702M
5
GWA
5
Geometric Wealth Advisors
District of Columbia
$107M

Top Sellers

1
PCM
1
Passive Capital Management
Maryland
$8.27M
2
MFC
2
Morris Financial Concepts
South Carolina
$0
3
HighTower Advisors
3
HighTower Advisors
Illinois
$142M
4
SFA
4
Sequoia Financial Advisors
Ohio
$10.3M
5
Ameriprise
5
Ameriprise
Minnesota
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PWM
76
PBMares Wealth Management
Virginia
$28.8M +$6.74M +302,875 +31%
BPA
77
Beacon Pointe Advisors
California
$28.4M -$1.89M -85,142 -6%
LFA
78
Lauterbach Financial Advisors
Texas
$28.2M -$1.11M -50,098 -4%
CA
79
Claris Advisors
Missouri
$27.7M -$222K -10,001 -0.8%
BAM
80
Bayshore Asset Management
Florida
$26.8M +$246K +11,046 +0.9%
UB
81
UMB Bank
Missouri
$26.7M – – –
DWM
82
Dopkins Wealth Management
New York
$26.2M -$278K -12,495 -1%
KMWM
83
Keudell/Morrison Wealth Management
Oregon
$25.6M -$1.11M -49,721 -4%
RCI
84
RS Crum Inc
California
$25.6M -$2.22K -100 -0%
EWA
85
EP Wealth Advisors
California
$25.6M -$193K -8,677 -0.7%
LWM
86
Liberty Wealth Management
California
$24.7M +$22.5M +1,011,195 +999%
CPIG
87
Chicago Partners Investment Group
Illinois
$24.7M +$10.3M +424,417 +72%
HWM
88
Hemington Wealth Management
Virginia
$24M -$1.03M -46,363 -4%
PCI
89
Planning Center Inc
Illinois
$23.8M +$330K +14,602 +1%
IA
90
IFG Advisory
Georgia
$23M +$2.31M +103,670 +11%
FW
91
FirstPurpose Wealth
Utah
$22.9M +$82.1K +3,692 +0.4%
MAM
92
McLean Asset Management
Virginia
$22.5M -$85.5K -3,746 -0.4%
AC
93
Applied Capital
Arkansas
$21.3M +$979K +44,016 +5%
WP
94
WMS Partners
Maryland
$21.3M -$2.16M -97,314 -9%
CWM
95
Cherrydale Wealth Management
New Jersey
$20.8M +$1.31M +58,955 +7%
MG
96
Mather Group
Illinois
$19.9M -$281K -12,634 -1%
KAM
97
Kraft Asset Management
Tennessee
$19.6M +$227K +10,215 +1%
Bank of America
98
Bank of America
North Carolina
$19.2M +$2.1M +94,307 +12%
EWM
99
Empirical Wealth Management
Washington
$19.1M -$327K -14,720 -2%
MML Investors Services
100
MML Investors Services
Massachusetts
$19.1M -$1.44M -64,735 -7%
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4
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