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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.

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 %
Creative Planning
101
Creative Planning
Kansas
$27.4M -$5.15M -201,983 -16%
AC
102
Applied Capital
Arkansas
$26.8M +$1.07M +42,133 +4%
CWM
103
Cherrydale Wealth Management
New Jersey
$26.2M +$504K +19,764 +2%
RK
104
Rather & Kittrell
Tennessee
$26.1M +$4.5M +176,458 +21%
FW
105
FirstPurpose Wealth
Utah
$25.8M +$10.2K +402 +0%
NA
106
NewEdge Advisors
Louisiana
$25.7M +$16.5M +648,994 +180%
UB
107
UMB Bank
Missouri
$25.2M -$5.26M -206,295 -17%
Cetera Investment Advisers
108
Cetera Investment Advisers
Illinois
$25M +$9.51M +373,377 +61%
CSIA
109
Conrad Siegel Investment Advisors
Pennsylvania
$24.5M +$607K +23,840 +3%
DWM
110
Dopkins Wealth Management
New York
$24.4M -$6.01M -236,020 -20%
ZF
111
Zhang Financial
Michigan
$23.9M +$4.27M +167,516 +22%
MG
112
Mather Group
Illinois
$23.7M +$1.09M +42,748 +5%
WP
113
WMS Partners
Maryland
$23.5M -$184K -7,226 -0.8%
BJL
114
Brighton Jones LLC
Washington
$23.4M +$3.2M +125,694 +16%
IA
115
IFG Advisory
Georgia
$23.4M -$311K -12,196 -1%
HSG
116
Helen Stephens Group
Texas
$23.4M +$3M +117,849 +15%
GWS
117
Glassman Wealth Services
Virginia
$23M +$2.99M +117,238 +15%
HWM
118
Hemington Wealth Management
Virginia
$22.6M -$90.3K -3,544 -0.4%
NRWA
119
North Ridge Wealth Advisors
Oregon
$22.3M +$22.3M +874,430 New
CS
120
Comerica Securities
Michigan
$22.2M +$770K +30,202 +4%
SM
121
Sensible Money
Arizona
$22.1M +$8.59M +336,989 +63%
MHB
122
Midwest Heritage Bank
Iowa
$22M +$5.55M +217,988 +34%
EH
123
Equitable Holdings
New York
$21.8M +$450K +17,657 +2%
Betterment LLC
124
Betterment LLC
New York
$21.8M +$4.34M +170,474 +25%
CAPTRUST Financial Advisors
125
CAPTRUST Financial Advisors
North Carolina
$21.1M -$315K -12,366 -1%
3 4
5
6 7