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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
Focus Partners Advisor Solutions
Missouri
$250M
2
Cerity Partners
Cerity Partners
New York
$79M
3
Baird Financial Group
Baird Financial Group
Wisconsin
$52.4M
4
FFM
Forum Financial Management
Illinois
$702M
5
GWA
Geometric Wealth Advisors
District of Columbia
$107M

Top Sellers

1
PCM
Passive Capital Management
Maryland
$8.27M
2
MFC
Morris Financial Concepts
South Carolina
$0
3
HighTower Advisors
HighTower Advisors
Illinois
$142M
4
SFA
Sequoia Financial Advisors
Ohio
$10.3M
5
Ameriprise
Ameriprise
Minnesota
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Cetera Investment Advisers
126
Cetera Investment Advisers
Illinois
$12.6M +$190K +8,526 +2%
KAM
127
Knightsbridge Asset Management
California
$12.2M +$978K +43,960 +9%
B
128
Bridgeworth
Alabama
$12.2M -$20K -901 -0.2%
RK
129
Rather & Kittrell
Tennessee
$12M +$1.2M +53,745 +11%
MIAN
130
Mariner Independent Advisor Network
Kansas
$11.7M -$33.8K -1,518 -0.3%
WAP
131
Wealthcare Advisory Partners
Pennsylvania
$11.1M -$96.9K -4,359 -0.9%
SDH
132
Sloy Dahl & Holst
Washington
$10.9M +$188K +8,443 +2%
SWG
133
Summit Wealth Group
Vermont
$10.8M +$2.17M +97,609 +25%
WP
134
WealthSpring Partners
California
$10.8M +$10.8M +484,318 New
Truist Financial
135
Truist Financial
North Carolina
$10.7M +$116K +5,213 +1%
MFG
136
Merit Financial Group
Georgia
$10.7M +$44 +2 +0%
CIAS
137
CFS Investment Advisory Services
New Jersey
$10.3M +$10M +9,999,093 +3,453%
SFA
138
Sequoia Financial Advisors
Ohio
$10.3M -$2.79M -125,660 -21%
PAS
139
Park Avenue Securities
New York
$10.2M +$817K +36,754 +9%
IAG
140
Investment Advisory Group
Massachusetts
$9.66M +$425K +19,130 +5%
IAN
141
Integrated Advisors Network
Texas
$9.52M +$760K +34,155 +9%
CFO
142
CVA Family Office
Colorado
$9.45M -$2.01M -90,286 -18%
RCAG
143
Rehmann Capital Advisory Group
Michigan
$9.34M +$206K +9,253 +2%
AW
144
Avion Wealth
Texas
$9.23M +$67.7K +3,043 +0.7%
CFA
145
Cahill Financial Advisors
Minnesota
$9.14M -$251K -11,294 -3%
SC
146
Schubert & Co
Texas
$8.78M +$240K +10,796 +3%
ASI
147
Advisory Services & Investments
Oregon
$8.74M +$434K +19,528 +5%
FAIM
148
Financial Advocates Investment Management
Washington
$8.42M +$180K +8,087 +2%
PCM
149
Passive Capital Management
Maryland
$8.27M -$9.07M -408,028 -52%
RFC
150
Regions Financial Corp
Alabama
$8.21M – – –
4 5
6
7 8