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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 %
RLWM
201
RF&L Wealth Management
Massachusetts
$6.87M +$6.87M +283,026 New
AL
202
Aspiriant LLC
California
$6.85M +$437 +18 +0%
FI
203
Financial Insights
Washington
$6.68M +$3.13M +128,870 +88%
SOAG
204
Silver Oak Advisory Group
Oregon
$6.65M -$124K -5,110 -2%
SPI
205
Sutton Place Investors
New York
$6.45M +$1.1M +45,493 +21%
FPCP
206
Fort Point Capital Partners
California
$6.25M -$195K -8,013 -3%
SIAG
207
Safeguard Investment Advisory Group
California
$6.01M +$612K +25,195 +11%
IFS
208
Intelligent Financial Strategies
Minnesota
$5.94M -$14.1K -581 -0.2%
FOA
209
Five Oceans Advisors
California
$5.91M +$379K +15,620 +7%
ACP
210
Aveo Capital Partners
Colorado
$5.65M +$1.92M +79,233 +52%
LFS
211
Lutz Financial Services
Nebraska
$5.58M +$5.58M +229,907 New
OIA
212
OneDigital Investment Advisors
Kansas
$5.52M +$3.23M +132,983 +141%
IAG
213
Investmark Advisory Group
Connecticut
$5.5M -$35K -1,442 -0.6%
SIS
214
Strategic Investment Solutions
Illinois
$5.49M +$5.49M +206,392 New
WWP
215
WR Wealth Planners
Missouri
$5.36M +$210K +8,632 +4%
RSWM
216
Robertson Stephens Wealth Management
California
$5.22M -$47.7K -1,966 -0.9%
FAIM
217
Financial Advocates Investment Management
Washington
$5.21M -$3.98M -164,027 -43%
CA
218
CGN Advisors
Kansas
$5.18M +$656K +26,999 +14%
MFC
219
Morris Financial Concepts
South Carolina
$5.11M +$5.11M +210,399 New
MAM
220
McCarthy Asset Management
California
$5.07M +$64.8K +2,670 +1%
PWA
221
Physician Wealth Advisors
Utah
$4.89M +$464K +18,190 +10%
BA
222
Bridgewater Advisors
New York
$4.77M +$588K +24,224 +14%
PFG
223
Pinnacle Financial Group
Illinois
$4.55M +$976K +40,192 +27%
NHC
224
Nicholas Hoffman & Company
Georgia
$4.53M +$97 +4 +0%
CAN
225
Cetera Advisor Networks
California
$4.45M +$161K +6,645 +4%
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