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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.

New
Increased
Maintained
Reduced
Closed
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
2.54%
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 %
Royal Bank of Canada
126
Royal Bank of Canada
Ontario, Canada
$21M +$2.48M +97,474 +13%
KAM
127
Kraft Asset Management
Tennessee
$20.9M -$1.68M -66,001 -7%
SP
128
Symmetry Partners
Connecticut
$20.9M -$249K -9,778 -1%
EWM
129
Empirical Wealth Management
Washington
$20.7M -$461K -18,110 -2%
MRWM
130
ML&R Wealth Management
Texas
$20.1M +$832K +32,644 +4%
NWM
131
Northwest Wealth Management
Iowa
$19.5M -$301K -11,811 -2%
SWM
132
Soundmark Wealth Management
Washington
$18.9M +$702K +27,556 +4%
TWA
133
Trellis Wealth Advisors
California
$18.9M +$2.34M +91,784 +14%
MCM
134
Morton Capital Management
California
$18.9M +$59.2K +2,325 +0.3%
BAM
135
Baldrige Asset Management
Pennsylvania
$18.8M +$139K +5,451 +0.7%
JPMorgan Chase & Co
136
JPMorgan Chase & Co
New York
$18.7M +$3.35M +131,384 +22%
CCMI
137
Creative Capital Management Investments
California
$18.7M +$5.64M +221,274 +43%
WA
138
Wealthstream Advisors
New York
$18.3M +$2.04M +79,869 +13%
RFP
139
Root Financial Partners
California
$18.2M +$18.2M +713,849 New
QHA
140
Quarry Hill Advisors
Minnesota
$17.9M +$1.51M +59,402 +9%
MML Investors Services
141
MML Investors Services
Massachusetts
$17.8M -$3.01M -118,186 -14%
UCFA
142
United Capital Financial Advisors
Texas
$17.8M -$2.12M -83,030 -11%
VCM
143
Versant Capital Management
Arizona
$17.1M +$86.5K +3,393 +0.5%
CA
144
Cetera Advisors
Colorado
$17M +$411K +16,124 +2%
Bank of America
145
Bank of America
North Carolina
$17M +$9.54M +374,366 +128%
PCM
146
Passive Capital Management
Maryland
$16.9M +$1.16M +45,532 +7%
Truist Financial
147
Truist Financial
North Carolina
$16.8M +$5.03M +197,415 +43%
SPWM
148
Straight Path Wealth Management
Michigan
$16.6M +$2.05M +80,563 +14%
RFP
149
RCS Financial Planning
Maryland
$16.5M +$954K +37,457 +6%
NEWAS
150
N.E.W. Advisory Services
Wisconsin
$16.1M +$12.2K +478 +0.1%
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6
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