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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 %
WFA
201
Websterrogers Financial Advisors
South Carolina
$7.88M +$1.66K +65 +0%
CWM
202
Cedar Wealth Management
California
$7.7M +$7.7M +302,298 New
AWM
203
AE Wealth Management
Kansas
$7.62M +$3.99M +156,593 +110%
PFO
204
Pathstone Family Office
New Jersey
$7.55M -$7.34M -288,148 -49%
SWP
205
Stratos Wealth Partners
Ohio
$7.52M -$233K -9,136 -3%
WW
206
Waterfront Wealth
Kansas
$7.43M +$5.6M +219,935 +308%
SOAG
207
Silver Oak Advisory Group
Oregon
$7.33M +$342K +13,417 +5%
RLWM
208
RF&L Wealth Management
Massachusetts
$7.26M +$51.6K +2,027 +0.7%
AL
209
Aspiriant LLC
California
$7.18M +$204 +8 +0%
1WM
210
1900 Wealth Management
Texas
$7.16M +$40.5K +1,629 +0.6%
MAM
211
McLean Asset Management
Virginia
$7.14M -$17.9M -701,012 -71%
RWI
212
Red Wave Investments
Pennsylvania
$7.06M -$465K -18,252 -6%
RRCM
213
Rappaport Reiches Capital Management
Illinois
$6.87M -$413K -16,207 -6%
SPI
214
Sutton Place Investors
New York
$6.78M +$11.8K +463 +0.2%
FOA
215
Five Oceans Advisors
California
$6.65M +$448K +17,599 +7%
OIA
216
OneDigital Investment Advisors
Kansas
$6.64M +$846K +33,222 +15%
FPCP
217
Fort Point Capital Partners
California
$6.56M – – –
ACP
218
Aveo Capital Partners
Colorado
$6.55M +$623K +24,435 +10%
KOMWMG
219
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$6.52M +$5.43M +213,150 +498%
IFS
220
Intelligent Financial Strategies
Minnesota
$5.77M -$463K -18,165 -7%
RSWM
221
Robertson Stephens Wealth Management
California
$5.48M – – –
MAM
222
McCarthy Asset Management
California
$5.44M +$116K +4,542 +2%
MFC
223
Morris Financial Concepts
South Carolina
$5.35M -$12K -469 -0.2%
SIS
224
Strategic Investment Solutions
Illinois
$5.25M -$10.7K -419 -0.2%
BA
225
Bridgewater Advisors
New York
$5.11M +$107K +4,204 +2%
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9
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