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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 %
WAG
151
Winthrop Advisory Group
Massachusetts
$8.18M +$2.25K +101 +0%
MG
152
MilWealth Group
Wisconsin
$8.03M +$914K +41,112 +13%
JPMPWA
153
J.P. Morgan Private Wealth Advisors
California
$7.95M -$773K -34,777 -9%
EWA
154
EverSource Wealth Advisors
Alabama
$7.82M +$1.99M +89,489 +34%
RRCM
155
Rappaport Reiches Capital Management
Illinois
$7.53M +$1.29M +57,950 +21%
DAS
156
Dynamic Advisor Solutions
Arizona
$7.46M +$362K +16,265 +5%
WP
157
WealthSource Partners
California
$7.03M +$1.3M +58,290 +23%
WFA
158
Websterrogers Financial Advisors
South Carolina
$6.94M -$83K -3,732 -1%
CWM
159
Cedar Wealth Management
California
$6.72M – – –
RWI
160
Red Wave Investments
Pennsylvania
$6.57M – – –
FWP
161
Firethorn Wealth Partners
Georgia
$6.28M +$1.12M +50,434 +22%
AL
162
Aspiriant LLC
California
$6.27M +$289 +13 +0%
SOAG
163
Silver Oak Advisory Group
Oregon
$6.21M +$858K +38,572 +16%
SWP
164
Stratos Wealth Partners
Ohio
$5.94M +$4.38M +196,924 +281%
FPCP
165
Fort Point Capital Partners
California
$5.91M – – –
RA
166
RFG Advisory
Alabama
$5.9M +$104K +4,288 +2%
RIM
167
Rockbridge Investment Management
New York
$5.86M +$3.31M +148,681 +129%
1WM
168
1900 Wealth Management
Texas
$5.79M -$54.4K -2,445 -0.9%
Jane Street
169
Jane Street
New York
$5.65M +$2.41M +108,385 +74%
IFS
170
Intelligent Financial Strategies
Minnesota
$5.46M +$17.5K +786 +0.3%
Royal Bank of Canada
171
Royal Bank of Canada
Ontario, Canada
$5.11M +$717K +32,253 +16%
IAG
172
Investmark Advisory Group
Connecticut
$5.07M +$356 +16 +0%
FOA
173
Five Oceans Advisors
California
$5.06M +$548K +24,629 +12%
SIAG
174
Safeguard Investment Advisory Group
California
$4.94M -$300K -13,472 -6%
CG
175
Colony Group
Massachusetts
$4.91M +$747K +33,596 +18%
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