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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 %
PAG
76
Private Advisor Group
New Jersey
$46.7M +$3.3M +119,783 +8%
PAS
77
Park Avenue Securities
New York
$44.8M +$4.78M +176,180 +12%
TFA
78
Triad Financial Advisors
North Carolina
$44.6M +$673K +24,792 +2%
SC
79
Shearwater Capital
Colorado
$44.4M +$1.19M +43,970 +3%
VAS
80
Vestmark Advisory Solutions
Massachusetts
$44.1M +$12.6M +465,523 +40%
CPA
81
Capital Performance Advisors
California
$43.9M -$139K -5,132 -0.3%
TWA
82
TCI Wealth Advisors
Arizona
$42.1M +$1.33M +49,064 +3%
HNWA
83
Henrickson Nauta Wealth Advisors
Michigan
$41.7M +$1.87M +69,028 +5%
PWM
84
Perigon Wealth Management
California
$41.3M +$722K +26,595 +2%
VW
85
Vance Wealth
California
$41.2M +$551K +20,293 +1%
CA
86
Claris Advisors
Missouri
$39M +$513K +18,896 +1%
EA
87
Efficient Advisors
Ohio
$38.9M +$802K +29,530 +2%
LNC
88
Lincoln National Corp
Pennsylvania
$37.8M +$3.52M +129,680 +10%
SHFA
89
SC&H Financial Advisors
Maryland
$37.6M +$3.45M +127,220 +10%
CWR
90
Chico Wealth RIA
California
$37.4M +$2.41M +88,684 +7%
LFA
91
Lauterbach Financial Advisors
Texas
$36.5M +$1.14M +42,106 +3%
TWD
92
True Wealth Design
Ohio
$36.3M +$2.79M +102,810 +8%
BAM
93
Bayshore Asset Management
Florida
$35.5M -$725K -26,037 -2%
CPIG
94
Chicago Partners Investment Group
Illinois
$35.4M +$2.24M +80,712 +7%
KAS
95
Kestra Advisory Services
Texas
$34.8M +$35.9K +1,322 +0.1%
SWG
96
Summit Wealth Group
Vermont
$34.1M -$817M -30,082,225 -96%
Bank of America
97
Bank of America
North Carolina
$33.7M +$15.6M +575,947 +86%
RCI
98
RS Crum Inc
California
$33.3M +$728K +26,803 +2%
NA
99
NewEdge Advisors
Louisiana
$32.8M +$5.34M +196,544 +19%
PWM
100
PBMares Wealth Management
Virginia
$32.7M -$555K -20,429 -2%
2 3
4
5 6