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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 %
SPWM
151
Straight Path Wealth Management
Michigan
$13.8M +$8.5M +350,087 +160%
HIA
152
HTG Investment Advisors
Connecticut
$13.1M +$13.1M +540,505 New
SM
153
Sensible Money
Arizona
$12.9M +$12.9M +530,822 New
CIAS
154
CFS Investment Advisory Services
New Jersey
$12.8M -$237M -9,761,167 -95%
DWA
155
Delap Wealth Advisory
Oregon
$12.7M +$12.7M +523,297 New
PAG
156
Private Advisor Group
New Jersey
$12.6M +$246K +30,338 +2%
CCMI
157
Creative Capital Management Investments
California
$12.5M +$12.5M +513,303 New
WAP
158
Wealthcare Advisory Partners
Pennsylvania
$12.3M +$198K +8,138 +2%
SWG
159
Summit Wealth Group
Vermont
$12.2M +$360K +14,812 +3%
WP
160
WealthSpring Partners
California
$11.8M +$2.33K +96 +0%
CFO
161
CVA Family Office
Colorado
$11.7M +$1.42M +58,281 +14%
Jane Street
162
Jane Street
New York
$11.6M +$5.48M +225,662 +89%
CPWM
163
Cypress Point Wealth Management
Texas
$11.5M +$6.99M +287,711 +154%
MFG
164
Merit Financial Group
Georgia
$11.5M -$186K -7,678 -2%
GWWM
165
Great Waters Wealth Management
Minnesota
$11.3M +$11.3M +444,044 New
Truist Financial
166
Truist Financial
North Carolina
$11.2M -$558K -22,964 -5%
CFA
167
Cahill Financial Advisors
Minnesota
$11.1M +$1.16M +47,863 +12%
RIM
168
Rockbridge Investment Management
New York
$11.1M +$4.67M +192,149 +73%
FWM
169
FMB Wealth Management
California
$11M +$11M +453,281 New
IAG
170
Investment Advisory Group
Massachusetts
$10.7M +$177K +7,282 +2%
RCAG
171
Rehmann Capital Advisory Group
Michigan
$10.6M +$456K +18,801 +4%
SFA
172
Sequoia Financial Advisors
Ohio
$10.2M -$978K -40,260 -9%
IAN
173
Integrated Advisors Network
Texas
$10.1M -$286K -11,796 -3%
MWA
174
Mills Wealth Advisors
Texas
$9.98M +$9.98M +411,154 New
SAG
175
SageView Advisory Group
California
$9.97M +$9.97M +410,720 New
5 6
7
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