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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 %
CMBA
251
C.M. Bidwell & Associates
Hawaii
$1.37M +$447K +15,438 +49%
BP
252
Ballentine Partners
Massachusetts
$1.34M – – –
SWP
253
Stratos Wealth Partners
Ohio
$1.33M +$765K +26,396 +136%
GAM
254
Gemmer Asset Management
California
$1.32M -$209K -7,209 -14%
JPMorgan Chase & Co
255
JPMorgan Chase & Co
New York
$1.32M – – –
EIA
256
Eldridge Investment Advisors
New Hampshire
$1.32M +$1.08M +37,133 +440%
VVP
257
Venture Visionary Partners
Ohio
$1.3M – – –
TIM
258
Tortoise Investment Management
New York
$1.3M +$15.5K +535 +1%
Susquehanna International Group
259
Susquehanna International Group
Pennsylvania
$1.28M +$733K +25,294 +133%
LWAC
260
Laurel Wealth Advisors (California)
California
$1.28M +$347K +11,991 +37%
PMG
261
ProVise Management Group
Florida
$1.24M +$4.55K +157 +0.4%
RJA
262
Raymond James & Associates
Florida
$1.24M +$10.9K +376 +0.9%
MA
263
MJP Associates
Connecticut
$1.24M +$122K +4,192 +11%
IC
264
IEQ Capital
California
$1.23M +$5.04K +174 +0.4%
SAM
265
Silvercrest Asset Management
New York
$1.21M – – –
CCM
266
Coldstream Capital Management
Washington
$1.2M +$1.2M +41,379 New
KOMWMG
267
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1.2M +$151K +5,226 +14%
CWM
268
Connecticut Wealth Management
Connecticut
$1.19M -$129K -4,450 -10%
FA
269
Fortis Advisors
Pennsylvania
$1.18M +$4.78K +165 +0.4%
MIAS
270
Mason Investment Advisory Services
Virginia
$1.17M – – –
AAS
271
Avantax Advisory Services
Texas
$1.15M +$165K +5,676 +17%
BFS
272
Bard Financial Services
Connecticut
$1.14M – – –
TNBTD
273
Trustmark National Bank Trust Department
Mississippi
$1.13M – – –
CIAS
274
CFS Investment Advisory Services
New Jersey
$1.13M +$1.13M +41,115 New
EFL
275
ERn Financial LLC
Wisconsin
$1.12M – – –
9 10
11
12 13