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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 %
FA
176
Financial Alternatives
California
$9.7M +$9.7M +399,548 New
SC
177
Schubert & Co
Texas
$9.43M -$155K -6,375 -2%
RFC
178
Regions Financial Corp
Alabama
$9.28M +$320K +13,187 +4%
AW
179
Avion Wealth
Texas
$9.23M – – –
DAS
180
Dynamic Advisor Solutions
Arizona
$9.17M +$1.03M +42,370 +13%
EWA
181
EverSource Wealth Advisors
Alabama
$9.12M +$583K +24,027 +7%
ASI
182
Advisory Services & Investments
Oregon
$9.06M -$476K -19,586 -5%
WAG
183
Winthrop Advisory Group
Massachusetts
$8.85M -$85.7K -3,531 -1%
MG
184
MilWealth Group
Wisconsin
$8.82M +$55.8K +2,299 +0.6%
WP
185
WealthSource Partners
California
$8.66M +$988K +40,683 +13%
FWP
186
Firethorn Wealth Partners
Georgia
$8.66M +$1.8M +74,292 +26%
JPMPWA
187
J.P. Morgan Private Wealth Advisors
California
$8.56M -$117K -4,820 -1%
CWM
188
Cahill Wealth Management
Michigan
$7.89M +$4.87M +185,143 +161%
NA
189
NewEdge Advisors
Louisiana
$7.77M +$4.33M +201,037 +126%
CCA
190
Cravens & Co Advisors
Tennessee
$7.65M +$7.65M +315,079 New
MWM
191
Melfa Wealth Management
Massachusetts
$7.64M +$7.64M +314,857 New
VWA
192
Visionary Wealth Advisors
Illinois
$7.62M +$7.08M +291,443 +1,296%
WFA
193
Websterrogers Financial Advisors
South Carolina
$7.5M -$67.5K -2,778 -0.9%
CG
194
Colony Group
Massachusetts
$7.42M +$2.05M +84,516 +38%
SWP
195
Stratos Wealth Partners
Ohio
$7.39M +$908K +37,385 +14%
RA
196
RFG Advisory
Alabama
$7.28M +$880K +33,340 +14%
RWI
197
Red Wave Investments
Pennsylvania
$7.17M – – –
Bank of America
198
Bank of America
North Carolina
$7.09M -$13.9M -572,928 -66%
1WM
199
1900 Wealth Management
Texas
$6.95M +$639K +26,305 +10%
RRCM
200
Rappaport Reiches Capital Management
Illinois
$6.94M -$1.28M -52,684 -16%
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