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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.

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
SIC
1
SJS Investment Consulting
Ohio
$170M
2
FPAS
2
Focus Partners Advisor Solutions
Missouri
$250M
3
Cerity Partners
3
Cerity Partners
New York
$79M
4
Baird Financial Group
4
Baird Financial Group
Wisconsin
$52.4M
5
FFM
5
Forum Financial Management
Illinois
$702M

Top Sellers

1
PCM
1
Passive Capital Management
Maryland
$8.27M
2
MFC
2
Morris Financial Concepts
South Carolina
$0
3
HighTower Advisors
3
HighTower Advisors
Illinois
$142M
4
SFA
4
Sequoia Financial Advisors
Ohio
$10.3M
5
Ameriprise
5
Ameriprise
Minnesota
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BSW
1
Buckingham Strategic Wealth
Missouri
$765M 34,378,899 +163,750 +0.5%
FFM
2
Forum Financial Management
Illinois
$702M 31,560,858 +1,342,297 +4%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$356M 15,993,685 +317,458 +2%
LPL Financial
4
LPL Financial
California
$349M 15,699,362 +755,636 +5%
PL
5
Plancorp LLC
Missouri
$255M 11,466,740 +21,535 +0.2%
FPAS
6
Focus Partners Advisor Solutions
Missouri
$250M 11,251,127 +4,666,734 +71%
SIC
7
SJS Investment Consulting
Ohio
$170M 7,647,232 +7,647,232 New
GA
8
Greenspring Advisors
Maryland
$150M 6,757,865 +9,118 +0.1%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$148M 6,636,643 +668,745 +11%
HighTower Advisors
10
HighTower Advisors
Illinois
$142M 6,380,883 -209,494 -3%
RWM
11
Rockwood Wealth Management
Pennsylvania
$130M 5,841,153 +186,974 +3%
Mercer Global Advisors
12
Mercer Global Advisors
Colorado
$120M 5,416,034 +693,033 +15%
CFA
13
Capstone Financial Advisors
Illinois
$114M 5,105,143 +919,823 +22%
SC
14
Savant Capital
Illinois
$108M 4,870,102 -91,728 -2%
GWA
15
Geometric Wealth Advisors
District of Columbia
$107M 4,824,623 +1,040,985 +28%
PO
16
Private Ocean
California
$107M 4,796,599 +84,983 +2%
TWP
17
TFO Wealth Partners
Ohio
$103M 4,633,055 -79,318 -2%
MWA
18
Monograph Wealth Advisors
California
$101M 4,536,925 +166,830 +4%
JTWM
19
Jackson Thornton Wealth Management
Alabama
$97.5M 4,384,642 +83,109 +2%
PFA
20
Pure Financial Advisors
California
$96.8M 4,350,728 +157,294 +4%
AAM
21
Austin Asset Management
Texas
$96.1M 4,321,709 +41,171 +1%
CPA
22
Cardiff Park Advisors
California
$90.3M 4,061,103 -53,737 -1%
EAM
23
Evanson Asset Management
California
$83M 3,731,888 +13,558 +0.4%
Cerity Partners
24
Cerity Partners
New York
$79M 3,551,881 +3,411,219 +2,425%
HFS
25
Heritage Financial Services
Massachusetts
$74.8M 3,364,878 +310,075 +10%
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