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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 %
GWWM
176
Great Waters Wealth Management
Minnesota
$11.2M -$140K -5,495 -1%
FI
177
Financial Insights
Washington
$11M +$4.04M +158,461 +58%
LFS
178
Lutz Financial Services
Nebraska
$10.8M +$4.94M +193,687 +84%
SFA
179
Sequoia Financial Advisors
Ohio
$10.7M -$89.7K -3,521 -0.8%
IAG
180
Investment Advisory Group
Massachusetts
$10.6M -$649K -25,483 -6%
EWA
181
EverSource Wealth Advisors
Alabama
$10.5M +$919K +36,076 +10%
SAG
182
SageView Advisory Group
California
$10.5M +$6.04K +237 +0.1%
FWP
183
Firethorn Wealth Partners
Georgia
$10.4M +$1.28M +50,010 +14%
PFG
184
Pinnacle Financial Group
Illinois
$10.4M +$5.58M +219,114 +117%
AW
185
Avion Wealth
Texas
$10M -$73.9K -3,045 -0.7%
RA
186
RFG Advisory
Alabama
$9.99M +$2.97M +116,431 +42%
SC
187
Schubert & Co
Texas
$9.87M -$28.5K -1,117 -0.3%
RFC
188
Regions Financial Corp
Alabama
$9.74M – – –
IAN
189
Integrated Advisors Network
Texas
$9.66M -$941K -36,939 -9%
Jane Street
190
Jane Street
New York
$9.59M -$2.63M -103,262 -22%
ASI
191
Advisory Services & Investments
Oregon
$9.39M -$118K -4,641 -1%
WAG
192
Winthrop Advisory Group
Massachusetts
$9.24M – – –
DAS
193
Dynamic Advisor Solutions
Arizona
$9.05M -$582K -22,829 -6%
MG
194
MilWealth Group
Wisconsin
$8.93M -$327K -12,823 -4%
JPMPWA
195
J.P. Morgan Private Wealth Advisors
California
$8.86M -$121K -4,750 -1%
VWA
196
Visionary Wealth Advisors
Illinois
$8.54M +$544K +21,337 +7%
WP
197
WealthSource Partners
California
$8.53M -$559K -21,920 -6%
CCA
198
Cravens & Co Advisors
Tennessee
$8.44M +$413K +16,213 +5%
CWM
199
Cahill Wealth Management
Michigan
$7.93M +$288K +11,295 +4%
MWM
200
Melfa Wealth Management
Massachusetts
$7.88M -$145K -5,701 -2%
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8
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