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Dimensional US Core Equity 2 ETF
DFAC

Overview Fund Activity

504 hedge funds and large institutions have $9.67B invested in Dimensional US Core Equity 2 ETF in 2021 Q4 according to their latest regulatory filings, with 133 funds opening new positions, 155 increasing their positions, 108 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
504
Holders Change
+118
Holders Change %
+30.57%
% of All Funds
7.78%
Holding in Top 10
103
Holding in Top 10 Change
+53
Holding in Top 10 Change %
+106%
% of All Funds
1.59%
New
133
Increased
155
Reduced
108
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KMWM
Keudell/Morrison Wealth Management
Oregon
$49.4M
2
UB
UMB Bank
Missouri
$36M
3
SFS
Sowell Financial Services
Arkansas
$25.4M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$97.9M
5
IWC
Integrated Wealth Concepts
Massachusetts
$57M

Top Sellers

1
HWM
Hemington Wealth Management
Virginia
$0
2
SWM
Soundmark Wealth Management
Washington
$21.6M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$443M
4
EAM
Evanson Asset Management
California
$115M
5
PAG
Private Advisor Group
New Jersey
$41.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPWM
226
Cypress Point Wealth Management
Texas
$1.95M +$116K +4,017 +6%
CWA
227
Clarus Wealth Advisors
Arizona
$1.93M -$58.9K -2,045 -3%
AFA
228
American Financial Advisors
Georgia
$1.92M +$1.68K +58 +0.1%
VCM
229
Virtue Capital Management
Tennessee
$1.91M +$1.91M +66,063 New
WW
230
Waterfront Wealth
Kansas
$1.9M +$1.9M +65,478 New
DW
231
Domani Wealth
Pennsylvania
$1.87M -$256K -8,831 -12%
CB
232
Commerce Bank
Missouri
$1.78M +$372K +12,824 +26%
PCA
233
Pallas Capital Advisors
Massachusetts
$1.7M – – –
BHWM
234
Beaird Harris Wealth Management
Texas
$1.67M +$1.67M +57,459 New
LFG
235
Larson Financial Group
Missouri
$1.64M +$6.23K +215 +0.4%
EA
236
Efficient Advisors
Ohio
$1.64M +$47K +1,622 +3%
WCA
237
Waypoint Capital Advisors
Minnesota
$1.62M +$1.62M +55,799 New
YAL
238
Your Advocates Ltd
Texas
$1.61M – – –
KPWS
239
Kestra Private Wealth Services
Texas
$1.56M +$319 +11 +0%
SFM
240
Signet Financial Management
New Jersey
$1.54M – – –
Bank of America
241
Bank of America
North Carolina
$1.54M +$1.53M +52,942 +17,589%
Janney Montgomery Scott
242
Janney Montgomery Scott
Pennsylvania
$1.51M -$68.3K -2,359 -4%
DADC
243
D.A. Davidson & Co
Montana
$1.48M +$151K +5,213 +11%
PSUF
244
People's United Financial
Connecticut
$1.46M -$124K -4,285 -8%
CPWMP
245
Cardinal Point Wealth Management Partners
California
$1.46M +$1.46M +50,297 New
OPWM
246
Oakwell Private Wealth Management
Texas
$1.45M -$8.14K -281 -0.6%
WWM
247
Western Wealth Management
Colorado
$1.45M +$1.45M +49,868 New
Financial Engines Advisors
248
Financial Engines Advisors
California
$1.44M -$765K -26,395 -35%
BCP
249
Blue Chip Partners
Michigan
$1.39M +$5.74K +198 +0.4%
WS
250
Wedbush Securities
California
$1.37M -$52.8K -1,821 -4%
8 9
10
11 12