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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 %
WP
176
WealthSpring Partners
California
$13.3M -$238K -8,773 -2%
CAM
177
Cresset Asset Management
Illinois
$13.1M +$12M +442,116 +1,134%
MFG
178
Merit Financial Group
Georgia
$12.5M -$72.7K -2,677 -0.6%
CG
179
Colony Group
Massachusetts
$12.1M -$481K -17,710 -4%
EWA
180
EverSource Wealth Advisors
Alabama
$11.7M +$542K +19,965 +5%
FWP
181
Firethorn Wealth Partners
Georgia
$11.7M +$618K +22,746 +6%
DAS
182
Dynamic Advisor Solutions
Arizona
$11.6M +$2M +73,625 +21%
GWWM
183
Great Waters Wealth Management
Minnesota
$11.6M -$281K -10,351 -2%
PFG
184
Pinnacle Financial Group
Illinois
$11.6M +$567K +20,881 +5%
SAG
185
SageView Advisory Group
California
$11.1M -$97K -3,571 -0.9%
GLR
186
Great Lakes Retirement
Ohio
$10.9M +$10.9M +400,749 New
Wealth Enhancement Advisory Services
187
Wealth Enhancement Advisory Services
Minnesota
$10.8M +$8.72M +321,244 +417%
SFA
188
Sequoia Financial Advisors
Ohio
$10.8M -$584K -21,498 -5%
SC
189
Schubert & Co
Texas
$10.5M +$10.7K +393 +0.1%
RFC
190
Regions Financial Corp
Alabama
$10.4M -$5.4K -199 -0.1%
AW
191
Avion Wealth
Texas
$10.3M -$872K -32,107 -8%
IAN
192
Integrated Advisors Network
Texas
$10.1M -$149K -5,474 -1%
WP
193
WealthSource Partners
California
$10.1M +$988K +36,398 +11%
ASI
194
Advisory Services & Investments
Oregon
$9.87M -$135K -4,985 -1%
WAG
195
Winthrop Advisory Group
Massachusetts
$9.8M -$92.4K -3,405 -0.9%
CTWM
196
Cherry Tree Wealth Management
Minnesota
$9.75M +$9.75M +359,100 New
MG
197
MilWealth Group
Wisconsin
$9.51M -$9.31K -343 -0.1%
CCA
198
Cravens & Co Advisors
Tennessee
$8.98M -$15.7K -580 -0.2%
WW
199
Waterfront Wealth
Kansas
$8.97M +$798K +28,451 +10%
VWA
200
Visionary Wealth Advisors
Illinois
$8.9M -$199K -7,333 -2%
6 7
8
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