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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 %
BPA
101
Beacon Pointe Advisors
California
$32.6M -$6.09M -224,295 -16%
PFM
102
Phillips Financial Management
Indiana
$31.8M -$1.63M -60,210 -5%
SM
103
Sensible Money
Arizona
$30.8M +$7.23M +266,469 +31%
RLIM
104
Red Lighthouse Investment Management
New York
$30.2M -$138K -5,089 -0.5%
Creative Planning
105
Creative Planning
Kansas
$29.9M +$674K +24,808 +2%
RK
106
Rather & Kittrell
Tennessee
$29.8M +$2.04M +75,299 +7%
EWA
107
EP Wealth Advisors
California
$29.6M +$293K +113 +1%
AC
108
Applied Capital
Arkansas
$29.4M +$799K +29,445 +3%
FW
109
FirstPurpose Wealth
Utah
$29.3M +$1.85M +68,137 +7%
ZF
110
Zhang Financial
Michigan
$29.3M +$3.82M +140,513 +15%
CSIA
111
Conrad Siegel Investment Advisors
Pennsylvania
$29.3M +$3.21M +118,060 +12%
BJL
112
Brighton Jones LLC
Washington
$28.4M +$3.47M +127,627 +14%
Cetera Investment Advisers
113
Cetera Investment Advisers
Illinois
$27.6M +$981K +36,136 +4%
CWM
114
Cherrydale Wealth Management
New Jersey
$27.2M -$718K -26,437 -3%
JPMorgan Chase & Co
115
JPMorgan Chase & Co
New York
$26.8M +$6.87M +253,040 +34%
LWM
116
Liberty Wealth Management
California
$26.5M -$4.49M -165,416 -14%
HSG
117
Helen Stephens Group
Texas
$26.5M +$1.55M +56,985 +6%
MG
118
Mather Group
Illinois
$26M +$701K +25,810 +3%
DWM
119
Dopkins Wealth Management
New York
$25.6M -$442K -16,269 -2%
MML Investors Services
120
MML Investors Services
Massachusetts
$25.4M +$6.47M +238,340 +34%
Betterment LLC
121
Betterment LLC
New York
$25.3M +$2.08M +76,660 +9%
WP
122
WMS Partners
Maryland
$25M -$79.2K -2,917 -0.3%
GWS
123
Glassman Wealth Services
Virginia
$24.7M +$142K +5,216 +0.6%
IA
124
IFG Advisory
Georgia
$24.6M -$361K -13,303 -1%
Royal Bank of Canada
125
Royal Bank of Canada
Ontario, Canada
$24.3M +$1.93M +71,015 +9%
3 4
5
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