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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 %
RIM
151
Rockbridge Investment Management
New York
$16.1M +$4.49M +176,235 +39%
HWM
152
Hassell Wealth Management
Louisiana
$15.3M -$2.22M -88,457 -13%
KAM
153
Knightsbridge Asset Management
California
$15.2M -$86.8K -3,408 -0.6%
LFGO
154
Legacy Financial Group (Oklahoma)
Oklahoma
$15.1M -$143K -5,610 -0.9%
AF
155
Advisornet Financial
Minnesota
$14.8M -$435K -17,087 -3%
MWA
156
Mills Wealth Advisors
Texas
$14.4M +$3.94M +154,764 +38%
KMWM
157
Keudell/Morrison Wealth Management
Oregon
$14.3M -$358K -14,036 -2%
HIA
158
HTG Investment Advisors
Connecticut
$14.3M +$542K +21,272 +4%
WAP
159
Wealthcare Advisory Partners
Pennsylvania
$14.3M +$1.33M +52,162 +10%
Financial Engines Advisors
160
Financial Engines Advisors
California
$13.7M +$12.5M +489,527 +988%
CIAS
161
CFS Investment Advisory Services
New Jersey
$13.7M +$273K +10,719 +2%
DWA
162
Delap Wealth Advisory
Oregon
$13.2M -$136K -5,330 -1%
CPWM
163
Cypress Point Wealth Management
Texas
$13.1M +$1.04M +40,992 +9%
CFO
164
CVA Family Office
Colorado
$12.9M +$612K +24,032 +5%
FWM
165
FMB Wealth Management
California
$12.9M +$1.36M +53,371 +12%
WP
166
WealthSpring Partners
California
$12.7M +$361K +14,154 +3%
OPS
167
Orion Portfolio Solutions
Nebraska
$12.5M +$7.89M +309,783 +173%
BCI
168
Brinker Capital Investments
Pennsylvania
$12.5M +$12.1M +476,039 +3,693%
RCAG
169
Rehmann Capital Advisory Group
Michigan
$12.4M +$1.24M +48,577 +11%
CFA
170
Cahill Financial Advisors
Minnesota
$12.1M +$400K +15,706 +3%
HWM
171
HFG Wealth Management
Texas
$11.9M +$11.9M +465,306 New
CG
172
Colony Group
Massachusetts
$11.8M +$3.98M +156,367 +51%
MFG
173
Merit Financial Group
Georgia
$11.8M -$270K -10,603 -2%
FA
174
Financial Alternatives
California
$11.5M +$1.33M +52,187 +13%
MWM
175
Mattern Wealth Management
Kansas
$11.4M +$10M +392,930 +722%
5 6
7
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