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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 %
SC
76
Shearwater Capital
Colorado
$38.2M 1,536,085 -5,227 -0.3%
MHS
77
M Holdings Securities
Oregon
$37.9M 1,560,462 +147,313 +10%
KAS
78
Kestra Advisory Services
Texas
$37M 1,525,120 -182,142 -11%
PWM
79
Perigon Wealth Management
California
$36.4M 1,498,959 +14,398 +1%
AWM
80
Align Wealth Management
Oklahoma
$35.2M 1,581,833 +1,581,833 New
TWA
81
TCI Wealth Advisors
Arizona
$35M 1,440,163 +13,046 +0.9%
AC
82
AWM Capital
Arizona
$34.8M 1,432,942 -15,360 -1%
HNWA
83
Henrickson Nauta Wealth Advisors
Michigan
$34.6M 1,426,715 +19,899 +1%
VW
84
Vance Wealth
California
$34.4M 1,416,957 -30,075 -2%
BPA
85
Beacon Pointe Advisors
California
$32.7M 1,347,633 +71,431 +6%
EA
86
Efficient Advisors
Ohio
$32.4M 1,335,415 +1,325,038 +12,769%
PAS
87
Park Avenue Securities
New York
$32.2M 1,328,135 +867,919 +189%
LFA
88
Lauterbach Financial Advisors
Texas
$31.5M 1,296,991 +29,924 +2%
CA
89
Claris Advisors
Missouri
$31.4M 1,293,341 +49,869 +4%
DF
90
DecisionPoint Financial
Arizona
$31.1M 1,282,460 +1,282,460 New
Creative Planning
91
Creative Planning
Kansas
$31M 1,276,855 +644,761 +102%
BAM
92
Bayshore Asset Management
Florida
$30.5M 1,258,229 +53,203 +4%
PWM
93
PBMares Wealth Management
Virginia
$29.7M 1,224,695 -69,541 -5%
RCI
94
RS Crum Inc
California
$29.6M 1,219,378 +68,888 +6%
UB
95
UMB Bank
Missouri
$29.1M 1,196,505 -4,778 -0.4%
DWM
96
Dopkins Wealth Management
New York
$29M 1,193,955 +15,323 +1%
TWD
97
True Wealth Design
Ohio
$28.6M 1,176,376 +1,176,376 New
RLIM
98
Red Lighthouse Investment Management
New York
$27.7M 1,142,671 +1,142,671 New
CPIG
99
Chicago Partners Investment Group
Illinois
$27.5M 1,037,498 +19,654 +2%
EWA
100
EP Wealth Advisors
California
$26.5M 1,093,317 -55,834 -5%
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4
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