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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.

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
1
Mercer Global Advisors
Colorado
$779M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.13B
3
FFM
3
Forum Financial Management
Illinois
$1.06B
4
AC
4
Apella Capital
Connecticut
$85.2M
5
BSW
5
Buckingham Strategic Wealth
Missouri
$1.01B

Top Sellers

1
SWG
1
Summit Wealth Group
Vermont
$34.1M
2
GA
2
Greenspring Advisors
Maryland
$186M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$83.1M
4
CA
4
Cetera Advisors
Colorado
$1.3M
5
Jane Street
5
Jane Street
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.13B 41,691,206 +13,257,874 +47%
FFM
2
Forum Financial Management
Illinois
$1.06B 39,149,037 +5,099,553 +15%
BSW
3
Buckingham Strategic Wealth
Missouri
$1.01B 37,225,459 +1,779,453 +5%
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$779M 28,703,247 +13,398,393 +88%
LPL Financial
5
LPL Financial
California
$485M 17,867,925 +1,097,212 +7%
PL
6
Plancorp LLC
Missouri
$303M 11,164,552 -6,378 -0.1%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$266M 9,807,195 +1,265,850 +15%
SIC
8
SJS Investment Consulting
Ohio
$231M 8,501,610 +202,814 +2%
RWM
9
Rockwood Wealth Management
Pennsylvania
$225M 8,298,827 +668,134 +9%
HighTower Advisors
10
HighTower Advisors
Illinois
$194M 7,150,603 -341,080 -5%
FPAS
11
Focus Partners Advisor Solutions
Missouri
$188M 6,927,098 -291,450 -4%
GA
12
Greenspring Advisors
Maryland
$186M 6,841,536 -939,799 -12%
GWA
13
Geometric Wealth Advisors
District of Columbia
$162M 5,874,755 +278,788 +5%
MWA
14
Monograph Wealth Advisors
California
$156M 5,738,629 +280,026 +5%
SC
15
Savant Capital
Illinois
$155M 5,723,938 +365,823 +7%
PO
16
Private Ocean
California
$153M 5,640,457 +566,324 +11%
CFA
17
Capstone Financial Advisors
Illinois
$144M 5,318,743 +47,360 +0.9%
HFS
18
Heritage Financial Services
Massachusetts
$142M 5,242,525 +311,156 +6%
MWM
19
Modera Wealth Management
New Jersey
$141M 5,201,866 +597,457 +13%
Corient Private Wealth
20
Corient Private Wealth
Florida
$137M 5,064,898 +120,728 +2%
PFA
21
Pure Financial Advisors
California
$131M 4,822,934 +115,005 +2%
JTWM
22
Jackson Thornton Wealth Management
Alabama
$127M 4,675,809 +104,038 +2%
TWP
23
TFO Wealth Partners
Ohio
$123M 4,525,169 -30,852 -0.7%
MSWM
24
McGlone Suttner Wealth Management
Wisconsin
$119M 4,390,031 +355,946 +9%
HIGP
25
Hill Investment Group Partners
Missouri
$118M 4,330,753 +346,080 +9%
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