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Dimensional US Core Equity 2 ETF
DFAC

Overview Fund Activity

459 hedge funds and large institutions have $8.78B invested in Dimensional US Core Equity 2 ETF in 2022 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 187 increasing their positions, 113 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
459
Holders Change
-45
Holders Change %
-8.93%
% of All Funds
7.26%
Holding in Top 10
97
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-5.83%
% of All Funds
1.54%
New
46
Increased
187
Reduced
113
Closed
85
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FFM
Forum Financial Management
Illinois
+$85.6M
2
FPAS
Focus Partners Advisor Solutions
Missouri
+$44.6M
3
BPA
Beacon Pointe Advisors
California
+$34.9M
4
EWA
EP Wealth Advisors
California
+$32.3M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$31.7M

Top Sellers

1
LPL Financial
LPL Financial
California
-$391M
2
GWA
Geometric Wealth Advisors
District of Columbia
-$103M
3
AC
Apella Capital
Connecticut
-$71.6M
4
IWC
Integrated Wealth Concepts
Massachusetts
-$52M
5
Osaic Holdings
Osaic Holdings
Arizona
-$48M
Name Holding Trade Value Shares
Change 		Shares
Change %
KPWS
226
Kestra Private Wealth Services
Texas
$1.49M +$166 +6 +0%
DADC
227
D.A. Davidson & Co
Montana
$1.44M +$39K +1,415 +3%
5L
228
55I LLC
Massachusetts
$1.42M -$837K -30,359 -37%
FC
229
Financial Council
Maryland
$1.42M +$458K +16,594 +48%
TIM
230
Tortoise Investment Management
New York
$1.41M +$177K +6,415 +14%
LWAC
231
Laurel Wealth Advisors (California)
California
$1.4M +$174K +6,321 +14%
PSUF
232
People's United Financial
Connecticut
$1.39M +$800 +29 +0.1%
CPWMP
233
Cardinal Point Wealth Management Partners
California
$1.39M – – –
Financial Engines Advisors
234
Financial Engines Advisors
California
$1.37M – – –
GAM
235
Gemmer Asset Management
California
$1.36M +$97.4K +3,532 +8%
RIM
236
Rockbridge Investment Management
New York
$1.36M +$1.33M +48,055 +4,711%
DW
237
Domani Wealth
Pennsylvania
$1.35M -$429K -15,542 -24%
SFM
238
Signet Financial Management
New Jersey
$1.35M -$119K -4,298 -8%
BAM
239
Belpointe Asset Management
Nevada
$1.33M +$321K +11,634 +32%
OPWM
240
Oakwell Private Wealth Management
Texas
$1.33M -$50.5K -1,832 -4%
BCP
241
Blue Chip Partners
Michigan
$1.32M +$2.95K +107 +0.2%
Citadel Advisors
242
Citadel Advisors
Florida
$1.3M +$1.3M +46,943 New
RJA
243
Raymond James & Associates
Florida
$1.28M +$98.2K +3,560 +8%
BP
244
Ballentine Partners
Massachusetts
$1.27M – – –
WA
245
Wealth Architects
California
$1.22M +$282K +10,213 +30%
MA
246
MJP Associates
Connecticut
$1.22M +$45.2K +1,640 +4%
PMG
247
ProVise Management Group
Florida
$1.18M +$2.37K +86 +0.2%
CAM
248
Cresset Asset Management
Illinois
$1.18M -$1.77M -64,193 -60%
IC
249
IEQ Capital
California
$1.17M +$2.62K +95 +0.2%
SWP
250
Stratos Wealth Partners
Ohio
$1.16M -$101K -3,671 -8%
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