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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.

New
Increased
Maintained
Reduced
Closed
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 %
SHFA
101
SC&H Financial Advisors
Maryland
$18.6M +$155K +6,973 +0.8%
UCFA
102
United Capital Financial Advisors
Texas
$18.6M -$222K -9,968 -1%
CAPTRUST Financial Advisors
103
CAPTRUST Financial Advisors
North Carolina
$18M -$1.02M -46,085 -5%
NWM
104
Northwest Wealth Management
Iowa
$18M +$626K +28,151 +4%
CS
105
Comerica Securities
Michigan
$17.5M -$1.61M -72,617 -8%
SP
106
Symmetry Partners
Connecticut
$17.5M -$624K -28,041 -3%
EH
107
Equitable Holdings
New York
$17.5M +$1.23M +55,331 +8%
MRWM
108
ML&R Wealth Management
Texas
$16.2M +$570K +25,632 +4%
CSIA
109
Conrad Siegel Investment Advisors
Pennsylvania
$15.8M -$203K -9,113 -1%
MCM
110
Morton Capital Management
California
$15.8M -$44.4K -1,995 -0.3%
SWM
111
Soundmark Wealth Management
Washington
$15.5M -$432K -19,433 -3%
BAM
112
Baldrige Asset Management
Pennsylvania
$15.3M +$386K +17,373 +3%
VCM
113
Versant Capital Management
Arizona
$15.3M -$1.21M -54,549 -7%
MHB
114
Midwest Heritage Bank
Iowa
$15M -$957K -43,049 -6%
BJL
115
Brighton Jones LLC
Washington
$15M +$1.32M +59,576 +10%
HSG
116
Helen Stephens Group
Texas
$14.7M -$1.78M -79,854 -11%
PFM
117
Phillips Financial Management
Indiana
$14.6M +$5.36M +240,995 +58%
CA
118
Cetera Advisors
Colorado
$14.2M +$204K +9,173 +1%
Creative Planning
119
Creative Planning
Kansas
$14.1M -$96.8K -4,351 -0.7%
NEWAS
120
N.E.W. Advisory Services
Wisconsin
$13.7M -$31.6K -1,423 -0.2%
AF
121
Advisornet Financial
Minnesota
$13.2M +$2.61M +117,168 +25%
ZF
122
Zhang Financial
Michigan
$13.1M +$2.98M +134,108 +29%
GWS
123
Glassman Wealth Services
Virginia
$13M +$2.42M +109,014 +23%
PFO
124
Pathstone Family Office
New Jersey
$12.9M +$6.24M +280,626 +93%
Betterment LLC
125
Betterment LLC
New York
$12.7M – – –
3 4
5
6 7