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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 %
RFP
151
RCS Financial Planning
Maryland
$17.5M -$110K -4,034 -0.6%
NEWAS
152
N.E.W. Advisory Services
Wisconsin
$16.9M -$340K -12,515 -2%
RA
153
RFG Advisory
Alabama
$16.8M +$6.14M +226,180 +58%
BCI
154
Brinker Capital Investments
Pennsylvania
$16.7M +$4.17M +162,621 +33%
OPS
155
Orion Portfolio Solutions
Nebraska
$16.7M +$4.17M +162,621 +33%
MWA
156
Mills Wealth Advisors
Texas
$16M +$643K +23,685 +4%
LFGO
157
Legacy Financial Group (Oklahoma)
Oklahoma
$16M -$115K -4,222 -0.7%
WAP
158
Wealthcare Advisory Partners
Pennsylvania
$15.6M +$384K +14,153 +3%
HIA
159
HTG Investment Advisors
Connecticut
$15.5M +$281K +10,355 +2%
FWM
160
FMB Wealth Management
California
$15.1M +$1.32M +48,666 +10%
MWM
161
Mattern Wealth Management
Kansas
$14.9M +$2.71M +99,881 +22%
AF
162
Advisornet Financial
Minnesota
$14.8M -$922K -33,965 -6%
KMWM
163
Keudell/Morrison Wealth Management
Oregon
$14.8M -$487K -17,924 -3%
CIAS
164
CFS Investment Advisory Services
New Jersey
$14.8M +$143K +5,266 +1%
Financial Engines Advisors
165
Financial Engines Advisors
California
$14.6M -$2.8K -103 -0%
CPWM
166
Cypress Point Wealth Management
Texas
$14.6M +$596K +21,940 +4%
FA
167
Financial Alternatives
California
$14.5M +$2.23M +82,021 +18%
HWM
168
Hassell Wealth Management
Louisiana
$14.5M -$2.35M -84,940 -14%
LFS
169
Lutz Financial Services
Nebraska
$14.3M +$2.82M +104,045 +25%
CFO
170
CVA Family Office
Colorado
$14.1M +$345K +12,702 +3%
RCAG
171
Rehmann Capital Advisory Group
Michigan
$13.8M +$595K +21,914 +4%
CFA
172
Cahill Financial Advisors
Minnesota
$13.8M +$920K +33,876 +7%
IAG
173
Investment Advisory Group
Massachusetts
$13.6M +$2.27M +83,759 +20%
DWA
174
Delap Wealth Advisory
Oregon
$13.5M -$523K -19,280 -4%
FI
175
Financial Insights
Washington
$13.5M +$1.76M +64,691 +15%
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