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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
Mercer Global Advisors
Colorado
$779M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.13B
3
FFM
Forum Financial Management
Illinois
$1.06B
4
BSW
Buckingham Strategic Wealth
Missouri
$1.01B
5
UBS Group
UBS Group
Switzerland
$91M

Top Sellers

1
SWG
Summit Wealth Group
Vermont
$34.1M
2
GA
Greenspring Advisors
Maryland
$186M
3
Osaic Holdings
Osaic Holdings
Arizona
$83.1M
4
CA
Cetera Advisors
Colorado
$1.3M
5
Jane Street
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
201
Cahill Wealth Management
Michigan
$8.84M +$389K +14,331 +5%
SWP
202
Stratos Wealth Partners
Ohio
$8.78M +$767K +28,233 +10%
RJA
203
Raymond James & Associates
Florida
$8.65M +$4.35M +160,207 +101%
PFO
204
Pathstone Family Office
New Jersey
$8.46M +$417K +15,351 +5%
AWM
205
AE Wealth Management
Kansas
$8.36M +$238K +8,768 +3%
Stifel Financial
206
Stifel Financial
Missouri
$8.29M +$3.36M +123,794 +68%
KAM
207
Knightsbridge Asset Management
California
$8.24M -$7.96M -293,150 -49%
CWM
208
Cedar Wealth Management
California
$8.21M – – –
WFA
209
Websterrogers Financial Advisors
South Carolina
$8.15M -$238K -8,759 -3%
1WM
210
1900 Wealth Management
Texas
$8.04M +$225K +8,270 +3%
JPMPWA
211
J.P. Morgan Private Wealth Advisors
California
$8.04M -$1.4M -51,618 -15%
OIA
212
OneDigital Investment Advisors
Kansas
$8.01M +$938K +34,542 +13%
SOAG
213
Silver Oak Advisory Group
Oregon
$8M +$198K +7,293 +3%
RLWM
214
RF&L Wealth Management
Massachusetts
$7.82M +$76.7K +2,825 +1%
AL
215
Aspiriant LLC
California
$7.66M +$299 +11 +0%
C1AG
216
Client 1st Advisory Group
Florida
$7.59M +$7.59M +279,531 New
RWI
217
Red Wave Investments
Pennsylvania
$7.5M -$21.2K -780 -0.3%
KOMWMG
218
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$7.43M +$476K +17,549 +7%
MWM
219
Melfa Wealth Management
Massachusetts
$7.34M -$1.05M -38,776 -13%
SPI
220
Sutton Place Investors
New York
$7.33M +$99.6K +3,667 +1%
RRCM
221
Rappaport Reiches Capital Management
Illinois
$7.31M -$10.5K -385 -0.1%
FOA
222
Five Oceans Advisors
California
$7.07M -$13.7K -503 -0.2%
FPCP
223
Fort Point Capital Partners
California
$6.99M – – –
MAM
224
McLean Asset Management
Virginia
$6.83M -$774K -28,520 -10%
CA
225
CGN Advisors
Kansas
$6.45M +$1.36M +50,162 +27%
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