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Dimensional US Core Equity 2 ETF
DFAC

Overview Fund Activity

546 hedge funds and large institutions have $8.59B invested in Dimensional US Core Equity 2 ETF in 2022 Q2 according to their latest regulatory filings, with 120 funds opening new positions, 184 increasing their positions, 131 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
546
Holders Change
+87
Holders Change %
+18.95%
% of All Funds
9.23%
Holding in Top 10
115
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+18.56%
% of All Funds
1.94%
New
120
Increased
184
Reduced
131
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$348M
2
GWA
Geometric Wealth Advisors
District of Columbia
+$88.2M
3
SSC
Syverson Strege & Co
Iowa
+$64.9M
4
B
BetterWealth
California
+$59.7M
5
AC
Apella Capital
Connecticut
+$57.9M

Top Sellers

1
CIAS
CFS Investment Advisory Services
New Jersey
-$63.9M
2
CFA
Capstone Financial Advisors
Illinois
-$12.6M
3
TI
Truepoint Inc
Ohio
-$11.2M
4
EVM
Eaton Vance Management
Massachusetts
-$8.26M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$8.09M
Name Holding Trade Value Shares
Change 		Shares
Change %
OIA
226
OneDigital Investment Advisors
Kansas
$2.19M -$208K -8,937 -9%
WFA
227
WestHill Financial Advisors
California
$2.17M – – –
PFG
228
Pinnacle Financial Group
Illinois
$2.13M +$1.26M +54,215 +146%
CCM
229
Carlson Capital Management
Minnesota
$2.05M +$184K +7,915 +10%
MA
230
Mutual Advisors
Nebraska
$2.03M -$256K -10,964 -11%
WCWM
231
Willow Creek Wealth Management
California
$2.02M +$240K +10,316 +13%
5L
232
55I LLC
Massachusetts
$2.02M +$818K +35,102 +68%
BlackRock
233
BlackRock
New York
$2.01M – – –
AWM
234
Aprio Wealth Management
Georgia
$2M +$2M +86,009 New
AFS
235
Annapolis Financial Services
Maryland
$2M +$636K +27,301 +47%
KF
236
Krilogy Financial
Missouri
$1.99M +$49.7K +2,133 +3%
AM
237
Atwater Malick
Pennsylvania
$1.95M +$1.95M +83,851 New
PTC
238
Private Trust Company
Ohio
$1.95M +$1.95M +83,867 New
Fidelity Investments
239
Fidelity Investments
Massachusetts
$1.93M -$174K -7,470 -8%
EIA
240
Eldridge Investment Advisors
New Hampshire
$1.93M +$437K +18,776 +29%
AAS
241
Ameritas Advisory Services
Nebraska
$1.86M -$64.2K -2,756 -3%
IFA
242
Index Fund Advisors
California
$1.85M -$167K -7,186 -8%
TIM
243
Tortoise Investment Management
New York
$1.8M +$611K +26,241 +51%
CMBA
244
C.M. Bidwell & Associates
Hawaii
$1.78M +$166K +7,136 +10%
DHFB
245
Dixon Hubard Feinour & Brown
Virginia
$1.78M +$1.18M +50,797 +198%
AWA
246
Aquire Wealth Advisors
Utah
$1.75M -$106K -4,533 -6%
MAA
247
Mraz Amerine & Associates
California
$1.75M -$441K -18,935 -20%
IA
248
IFP Advisors
Florida
$1.73M – – –
CAMG
249
CWA Asset Management Group
Florida
$1.72M +$1.05K +45 +0.1%
Carson Wealth (CWM LLC)
250
Carson Wealth (CWM LLC)
Nebraska
$1.72M +$1.72M +73,679 New
8 9
10
11 12