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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.

New
Increased
Maintained
Reduced
Closed
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
Envestnet Asset Management
Illinois
$538M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
$250M
3
MWM
Modera Wealth Management
New Jersey
$111M
4
HIG
Heritage Investment Group
Florida
$51.4M
5
Baird Financial Group
Baird Financial Group
Wisconsin
$101M

Top Sellers

1
Cerity Partners
Cerity Partners
New York
$92.5M
2
CIAS
CFS Investment Advisory Services
New Jersey
$12.8M
3
TWP
TFO Wealth Partners
Ohio
$19.5M
4
FPAS
Focus Partners Advisor Solutions
Missouri
$150M
5
KMWM
Keudell/Morrison Wealth Management
Oregon
$14M
Name Holding Trade Value Shares
Change 		Shares
Change %
NWM
126
Northwest Wealth Management
Iowa
$18.8M -$816K -33,594 -4%
ZF
127
Zhang Financial
Michigan
$18.7M +$4.38M +180,464 +31%
MRWM
128
ML&R Wealth Management
Texas
$18.3M +$641K +26,382 +4%
MCM
129
Morton Capital Management
California
$17.9M +$705K +29,052 +4%
BAM
130
Baldrige Asset Management
Pennsylvania
$17.8M +$1.12M +46,112 +7%
HWM
131
Hassell Wealth Management
Louisiana
$17.7M +$17.7M +696,611 New
Royal Bank of Canada
132
Royal Bank of Canada
Ontario, Canada
$17.6M +$12.1M +496,996 +216%
SWM
133
Soundmark Wealth Management
Washington
$17.3M +$379K +15,621 +2%
Betterment LLC
134
Betterment LLC
New York
$16.6M +$3.41M +140,271 +26%
VCM
135
Versant Capital Management
Arizona
$16.2M -$497K -20,475 -3%
CA
136
Cetera Advisors
Colorado
$15.8M +$339K +13,958 +2%
TWA
137
Trellis Wealth Advisors
California
$15.8M +$15.8M +649,443 New
MHB
138
Midwest Heritage Bank
Iowa
$15.7M -$739K -30,428 -5%
QHA
139
Quarry Hill Advisors
Minnesota
$15.7M +$15.7M +644,630 New
WA
140
Wealthstream Advisors
New York
$15.5M +$14.9M +611,991 +2,498%
NEWAS
141
N.E.W. Advisory Services
Wisconsin
$15.4M +$425K +17,493 +3%
PCM
142
Passive Capital Management
Maryland
$15M +$5.99M +246,587 +66%
RFP
143
RCS Financial Planning
Maryland
$14.8M +$14.8M +609,779 New
Cetera Investment Advisers
144
Cetera Investment Advisers
Illinois
$14.8M +$1.03M +42,332 +7%
JPMorgan Chase & Co
145
JPMorgan Chase & Co
New York
$14.7M +$14.6M +602,396 +42,303%
KAM
146
Knightsbridge Asset Management
California
$14.6M +$1.21M +49,888 +9%
LFGO
147
Legacy Financial Group (Oklahoma)
Oklahoma
$14.5M +$14.5M +598,696 New
AF
148
Advisornet Financial
Minnesota
$14.5M +$123K +5,063 +0.9%
PFO
149
Pathstone Family Office
New Jersey
$14.2M +$88K +3,626 +0.6%
KMWM
150
Keudell/Morrison Wealth Management
Oregon
$14M -$13.9M -574,440 -50%
4 5
6
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