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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 %
MHB
126
Midwest Heritage Bank
Iowa
$24.2M +$746K +27,488 +3%
NRWA
127
North Ridge Wealth Advisors
Oregon
$24.1M +$320K +11,801 +1%
EH
128
Equitable Holdings
New York
$23.7M +$447K +16,453 +2%
CS
129
Comerica Securities
Michigan
$23.1M -$486K -17,913 -2%
CCMI
130
Creative Capital Management Investments
California
$23.1M +$3.12M +115,078 +16%
Truist Financial
131
Truist Financial
North Carolina
$22.8M +$4.9M +180,623 +27%
CAPTRUST Financial Advisors
132
CAPTRUST Financial Advisors
North Carolina
$22.4M +$9.67K +356 +0%
UB
133
UMB Bank
Missouri
$22.3M -$4.53M -167,011 -17%
NWM
134
Northwest Wealth Management
Iowa
$21.8M +$1.03M +37,886 +5%
EWM
135
Empirical Wealth Management
Washington
$21.5M -$580K -21,373 -3%
WA
136
Wealthstream Advisors
New York
$21.3M +$1.81M +66,674 +9%
MCM
137
Morton Capital Management
California
$21.2M +$1.13M +41,640 +6%
TWA
138
Trellis Wealth Advisors
California
$21.2M +$1.1M +40,393 +5%
MRWM
139
ML&R Wealth Management
Texas
$21.2M -$205K -7,567 -1%
RFP
140
Root Financial Partners
California
$21.2M +$1.79M +66,010 +9%
SPWM
141
Straight Path Wealth Management
Michigan
$21.1M +$3.43M +126,176 +19%
HWM
142
Hemington Wealth Management
Virginia
$20.7M -$3.39M -124,723 -14%
SWM
143
Soundmark Wealth Management
Washington
$20.6M +$487K +17,933 +2%
SP
144
Symmetry Partners
Connecticut
$20.3M -$1.95M -71,996 -9%
KAM
145
Kraft Asset Management
Tennessee
$20M -$2.34M -86,195 -10%
PCM
146
Passive Capital Management
Maryland
$19.6M +$1.58M +58,264 +9%
QHA
147
Quarry Hill Advisors
Minnesota
$19M -$104K -3,818 -0.5%
UCFA
148
United Capital Financial Advisors
Texas
$18.2M -$773K -28,472 -4%
VCM
149
Versant Capital Management
Arizona
$17.9M -$273K -10,040 -1%
RIM
150
Rockbridge Investment Management
New York
$17.8M +$674K +24,821 +4%
4 5
6
7 8