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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.

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
1
Envestnet Asset Management
Illinois
$538M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$250M
3
Corient Private Wealth
3
Corient Private Wealth
Florida
$106M
4
MSWM
4
McGlone Suttner Wealth Management
Wisconsin
$74.1M
5
CWM
5
Core Wealth Management
Florida
$69.7M

Top Sellers

1
Cerity Partners
1
Cerity Partners
New York
$92.5M
2
CIAS
2
CFS Investment Advisory Services
New Jersey
$12.8M
3
TWP
3
TFO Wealth Partners
Ohio
$19.5M
4
FPAS
4
Focus Partners Advisor Solutions
Missouri
$150M
5
KMWM
5
Keudell/Morrison Wealth Management
Oregon
$14M
Name Market Value Shares Shares
Change 		Shares
Change %
BSW
1
Buckingham Strategic Wealth
Missouri
$861M 35,446,006 +1,067,107 +3%
FFM
2
Forum Financial Management
Illinois
$789M 32,508,529 +947,671 +3%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$538M 22,162,715 +6,169,030 +39%
LPL Financial
4
LPL Financial
California
$388M 15,982,030 +282,668 +2%
PL
5
Plancorp LLC
Missouri
$272M 11,182,377 -284,363 -2%
Mercer Global Advisors
6
Mercer Global Advisors
Colorado
$250M 10,309,047 +4,893,013 +90%
SIC
7
SJS Investment Consulting
Ohio
$197M 8,119,109 +471,877 +6%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$186M 7,671,832 +1,035,189 +16%
RWM
9
Rockwood Wealth Management
Pennsylvania
$163M 6,727,737 +886,584 +15%
GA
10
Greenspring Advisors
Maryland
$160M 6,603,867 -153,998 -2%
HighTower Advisors
11
HighTower Advisors
Illinois
$154M 6,329,147 -51,736 -0.8%
FPAS
12
Focus Partners Advisor Solutions
Missouri
$150M 6,193,027 -5,058,100 -45%
PO
13
Private Ocean
California
$131M 5,384,892 +588,293 +12%
MWA
14
Monograph Wealth Advisors
California
$131M 5,379,603 +842,678 +19%
SC
15
Savant Capital
Illinois
$126M 5,205,267 +335,165 +7%
CFA
16
Capstone Financial Advisors
Illinois
$126M 5,195,307 +90,164 +2%
GWA
17
Geometric Wealth Advisors
District of Columbia
$123M 5,046,304 +221,681 +5%
MWM
18
Modera Wealth Management
New Jersey
$111M 4,581,107 +2,845,151 +164%
PFA
19
Pure Financial Advisors
California
$110M 4,540,911 +190,183 +4%
JTWM
20
Jackson Thornton Wealth Management
Alabama
$110M 4,539,040 +154,398 +4%
CPA
21
Cardiff Park Advisors
California
$107M 4,408,139 +347,036 +9%
Corient Private Wealth
22
Corient Private Wealth
Florida
$106M 4,372,186 +4,372,186 New
Baird Financial Group
23
Baird Financial Group
Wisconsin
$101M 4,144,235 +1,787,634 +76%
HFS
24
Heritage Financial Services
Massachusetts
$98.2M 4,045,473 +680,595 +20%
AAM
25
Austin Asset Management
Texas
$96.1M 4,321,709 – –
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