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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 Holding Trade Value Shares
Change 		Shares
Change %
PFM
101
Phillips Financial Management
Indiana
$26.5M +$10.6M +437,530 +67%
SHFA
102
SC&H Financial Advisors
Maryland
$25.3M +$4.97M +204,532 +24%
B
103
Bridgeworth
Alabama
$24.8M +$11.5M +473,142 +87%
FW
104
FirstPurpose Wealth
Utah
$24.6M -$426K -17,551 -2%
AC
105
Applied Capital
Arkansas
$24.5M +$1.25M +51,576 +5%
CWM
106
Cherrydale Wealth Management
New Jersey
$24.5M +$1.71M +70,451 +8%
MAM
107
McLean Asset Management
Virginia
$23.8M -$91.7K -3,778 -0.4%
CSIA
108
Conrad Siegel Investment Advisors
Pennsylvania
$22.7M +$5.5M +226,527 +32%
WP
109
WMS Partners
Maryland
$22.6M -$674K -27,755 -3%
IA
110
IFG Advisory
Georgia
$22.6M -$2.53M -104,375 -10%
HWM
111
Hemington Wealth Management
Virginia
$21.6M -$4.57M -188,358 -17%
KAM
112
Kraft Asset Management
Tennessee
$21.6M +$177K +7,307 +0.8%
MG
113
Mather Group
Illinois
$21.5M -$137K -5,662 -0.6%
RK
114
Rather & Kittrell
Tennessee
$20.6M +$7.47M +307,804 +57%
CS
115
Comerica Securities
Michigan
$20.4M +$1.26M +51,865 +7%
CAPTRUST Financial Advisors
116
CAPTRUST Financial Advisors
North Carolina
$20.4M +$706K +29,064 +4%
EH
117
Equitable Holdings
New York
$20.3M +$1.23M +50,457 +6%
EWM
118
Empirical Wealth Management
Washington
$20.2M -$658K -27,102 -3%
SP
119
Symmetry Partners
Connecticut
$20.2M +$1.04M +42,876 +5%
MML Investors Services
120
MML Investors Services
Massachusetts
$19.8M -$993K -40,896 -5%
TWP
121
TFO Wealth Partners
Ohio
$19.5M -$184M -4,188,679 -90%
HSG
122
Helen Stephens Group
Texas
$19.4M +$3.41M +140,317 +21%
BJL
123
Brighton Jones LLC
Washington
$19.3M +$2.89M +119,078 +18%
GWS
124
Glassman Wealth Services
Virginia
$19.1M +$4.91M +202,399 +35%
UCFA
125
United Capital Financial Advisors
Texas
$19M -$1.32M -54,360 -7%
3 4
5
6 7