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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 %
SPI
176
Sutton Place Investors
New York
$4.9M +$535K +24,049 +12%
NL
177
NWAM LLC
Washington
$4.9M +$1.95M +87,541 +66%
SPWM
178
Straight Path Wealth Management
Michigan
$4.87M +$2.42M +108,832 +99%
RSWM
179
Robertson Stephens Wealth Management
California
$4.83M – – –
WWP
180
WR Wealth Planners
Missouri
$4.72M +$123K +5,533 +3%
WFA
181
Wipfli Financial Advisors
Wisconsin
$4.67M +$150K +6,734 +3%
APA
182
American Portfolios Advisors
New York
$4.63M -$117K -5,258 -2%
OPS
183
Orion Portfolio Solutions
Nebraska
$4.61M +$1.18K +53 +0%
MAM
184
McCarthy Asset Management
California
$4.59M +$270K +12,145 +6%
Goldman Sachs
185
Goldman Sachs
New York
$4.56M +$1.74M +78,375 +62%
WWM
186
Western Wealth Management
Colorado
$4.42M +$2.24M +100,829 +103%
AWP
187
Abacus Wealth Partners
California
$4.2M -$35.7K -1,604 -0.8%
CPWM
188
Cypress Point Wealth Management
Texas
$4.16M +$506K +22,743 +14%
NHC
189
Nicholas Hoffman & Company
Georgia
$4.15M +$67 +3 +0%
CA
190
CGN Advisors
Kansas
$4.14M -$44.3K -1,991 -1%
PWA
191
Physician Wealth Advisors
Utah
$4.09M +$7.94K +336 +0.2%
NAS
192
Nicolet Advisory Services
Wisconsin
$4.06M -$95.6K -4,211 -2%
CAN
193
Cetera Advisor Networks
California
$3.93M +$1.75M +78,724 +80%
MWM
194
Meridian Wealth Management
Kentucky
$3.83M -$17.8K -799 -0.5%
BA
195
Bridgewater Advisors
New York
$3.83M +$225K +10,125 +6%
Morgan Stanley
196
Morgan Stanley
New York
$3.82M -$300K -13,505 -7%
CSWM
197
Cassady Schiller Wealth Management
Ohio
$3.76M +$9.12K +410 +0.2%
BWA
198
BlueSky Wealth Advisors
North Carolina
$3.73M +$99.7K +4,483 +3%
Northwestern Mutual Wealth Management
199
Northwestern Mutual Wealth Management
Wisconsin
$3.65M +$386K +17,356 +12%
AWM
200
AE Wealth Management
Kansas
$3.63M +$321K +14,443 +10%
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