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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.

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
2.55%
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 Market Value Shares Shares
Change 		Shares
Change %
Cerity Partners
1
Cerity Partners
New York
$3.19B 3,827,603 +3,686,805 +2,619%
FFM
2
Forum Financial Management
Illinois
$868M 34,049,484 +1,540,955 +5%
BSW
3
Buckingham Strategic Wealth
Missouri
$861M 35,446,006 – –
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$724M 28,433,332 +6,270,617 +28%
LPL Financial
5
LPL Financial
California
$427M 16,770,713 +788,683 +5%
Mercer Global Advisors
6
Mercer Global Advisors
Colorado
$390M 15,304,854 +4,995,807 +48%
PL
7
Plancorp LLC
Missouri
$285M 11,170,930 -11,447 -0.1%
SIC
8
SJS Investment Consulting
Ohio
$211M 8,298,796 +179,687 +2%
GA
9
Greenspring Advisors
Maryland
$198M 7,781,335 +1,177,468 +18%
RWM
10
Rockwood Wealth Management
Pennsylvania
$194M 7,630,693 +902,956 +13%
HighTower Advisors
11
HighTower Advisors
Illinois
$191M 7,491,683 +1,162,536 +18%
FPAS
12
Focus Partners Advisor Solutions
Missouri
$184M 7,218,548 +1,025,521 +17%
GWA
13
Geometric Wealth Advisors
District of Columbia
$142M 5,595,967 +549,663 +11%
MWA
14
Monograph Wealth Advisors
California
$139M 5,458,603 +79,000 +1%
SC
15
Savant Capital
Illinois
$137M 5,358,115 +152,848 +3%
CFA
16
Capstone Financial Advisors
Illinois
$134M 5,271,383 +76,076 +1%
PO
17
Private Ocean
California
$129M 5,074,133 -310,759 -6%
Corient Private Wealth
18
Corient Private Wealth
Florida
$126M 4,944,170 +571,984 +13%
HFS
19
Heritage Financial Services
Massachusetts
$126M 4,931,369 +885,896 +22%
PFA
20
Pure Financial Advisors
California
$120M 4,707,929 +167,018 +4%
MWM
21
Modera Wealth Management
New Jersey
$117M 4,604,409 +23,302 +0.5%
JTWM
22
Jackson Thornton Wealth Management
Alabama
$116M 4,571,771 +32,731 +0.7%
TWP
23
TFO Wealth Partners
Ohio
$116M 4,556,021 +4,111,645 +925%
CPA
24
Cardiff Park Advisors
California
$113M 4,452,209 +44,070 +1%
AAM
25
Austin Asset Management
Texas
$109M 4,297,468 -24,241 -0.6%
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