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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.

New
Increased
Maintained
Reduced
Closed
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 %
PAG
76
Private Advisor Group
New Jersey
$40.2M +$548K +21,525 +1%
TWA
77
TCI Wealth Advisors
Arizona
$38.3M +$1.58M +61,815 +4%
VW
78
Vance Wealth
California
$38.1M +$2.03M +79,537 +6%
PWM
79
Perigon Wealth Management
California
$38.1M -$130K -5,092 -0.3%
SIAG
80
Safeguard Investment Advisory Group
California
$37.8M +$31.5M +1,238,023 +500%
PAS
81
Park Avenue Securities
New York
$37.5M +$3.67M +143,936 +11%
HNWA
82
Henrickson Nauta Wealth Advisors
Michigan
$37.4M +$1.06M +41,618 +3%
DF
83
DecisionPoint Financial
Arizona
$37M +$4.36M +171,214 +13%
BPA
84
Beacon Pointe Advisors
California
$36.3M +$1.95M +76,691 +6%
CA
85
Claris Advisors
Missouri
$36.1M +$3.19M +125,296 +10%
EA
86
Efficient Advisors
Ohio
$35.8M +$1.73M +67,892 +5%
BAM
87
Bayshore Asset Management
Florida
$33.2M +$1.11M +43,710 +3%
LFA
88
Lauterbach Financial Advisors
Texas
$33.2M +$110K +4,326 +0.3%
CWR
89
Chico Wealth RIA
California
$32.8M -$7.73M -303,389 -19%
KAS
90
Kestra Advisory Services
Texas
$32.6M -$6.27M -245,881 -16%
LNC
91
Lincoln National Corp
Pennsylvania
$32.2M -$7.99M -313,747 -20%
SHFA
92
SC&H Financial Advisors
Maryland
$32M +$5.48M +214,880 +21%
TWD
93
True Wealth Design
Ohio
$31.5M +$1.5M +58,736 +5%
PFM
94
Phillips Financial Management
Indiana
$31.4M +$3.52M +138,242 +13%
PWM
95
PBMares Wealth Management
Virginia
$31.3M +$48.2K +1,891 +0.2%
RCI
96
RS Crum Inc
California
$30.6M -$463K -18,152 -1%
CPIG
97
Chicago Partners Investment Group
Illinois
$30.5M +$3.96M +154,652 +15%
VAS
98
Vestmark Advisory Solutions
Massachusetts
$29.5M +$29.5M +1,159,493 New
LWM
99
Liberty Wealth Management
California
$29M +$29M +1,140,874 New
RLIM
100
Red Lighthouse Investment Management
New York
$28.4M -$678K -26,623 -2%
2 3
4
5 6