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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 %
NA
201
NewEdge Advisors
Louisiana
$3.55M +$1.01M +45,608 +40%
Susquehanna International Group
202
Susquehanna International Group
Pennsylvania
$3.53M +$2.17M +97,584 +159%
SDWIA
203
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$3.5M -$95K -4,270 -3%
ACP
204
Aveo Capital Partners
Colorado
$3.41M +$1.04M +46,719 +44%
GRP
205
Global Retirement Partners
California
$3.37M +$91.4K +3,743 +3%
RPCA
206
Running Point Capital Advisors
California
$3.32M – – –
PFG
207
Pinnacle Financial Group
Illinois
$3.28M +$1.25M +55,997 +61%
FI
208
Financial Insights
Washington
$3.25M +$2.46M +110,752 +314%
CIA
209
Caerus Investment Advisors
Texas
$3.23M +$3.23M +145,251 New
MA
210
Mutual Advisors
Nebraska
$3.22M +$1.28M +57,461 +66%
RJA
211
Raymond James & Associates
Florida
$3.17M +$1.76M +78,961 +124%
APW
212
Aurora Private Wealth
New Jersey
$3.15M +$15.5K +698 +0.5%
PP
213
Prosperity Planning
Missouri
$3.04M +$234K +10,527 +8%
MGIA
214
Moneta Group Investment Advisors
Missouri
$3.01M -$259K -11,662 -8%
TIM
215
Tortoise Investment Management
New York
$2.97M +$1.24M +55,915 +72%
BDF
216
Balasa Dinverno & Foltz
$2.84M +$65.4K +2,939 +2%
MWM
217
Mission Wealth Management
California
$2.79M +$344K +15,486 +14%
BAM
218
Belpointe Asset Management
Nevada
$2.75M -$2.09K -94 -0.1%
Rockefeller Capital Management
219
Rockefeller Capital Management
New York
$2.74M -$1.34M -60,256 -33%
RJT
220
Raymond James Trust
Florida
$2.64M – – –
OCM
221
Orion Capital Management
California
$2.58M +$333K +14,984 +15%
CWM
222
Cahill Wealth Management
Michigan
$2.55M +$1.06M +47,501 +71%
Stifel Financial
223
Stifel Financial
Missouri
$2.54M -$5.01K -225 -0.2%
BFA
224
Buttonwood Financial Advisors
Maryland
$2.44M – – –
RPGK
225
Retirement Planning Group (Kansas)
Kansas
$2.43M – – –
7 8
9
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