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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 %
KOMWMG
251
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1.16M +$14.6K +531 +1%
SAM
252
Silvercrest Asset Management
New York
$1.15M – – –
CCM
253
Coldstream Capital Management
Washington
$1.14M – – –
AAS
254
Avantax Advisory Services
Texas
$1.13M +$35.2K +1,274 +3%
FA
255
Fortis Advisors
Pennsylvania
$1.13M +$2.51K +91 +0.2%
MIAS
256
Mason Investment Advisory Services
Virginia
$1.12M – – –
EFL
257
ERn Financial LLC
Wisconsin
$1.11M +$36.7K +1,332 +3%
BFS
258
Bard Financial Services
Connecticut
$1.09M – – –
TNBTD
259
Trustmark National Bank Trust Department
Mississippi
$1.08M – – –
Wealth Enhancement Advisory Services
260
Wealth Enhancement Advisory Services
Minnesota
$1.07M – – –
PFG
261
Pinnacle Financial Group
Illinois
$1.02M +$1.02M +37,124 New
BFP
262
Brewster Financial Planning
New York
$1.01M -$48K -1,739 -5%
ECM
263
Evergreen Capital Management
Washington
$973K – – –
AWS
264
Atria Wealth Solutions
New York
$971K +$971K +35,213 New
ZIM
265
Zacks Investment Management
Illinois
$969K +$602K +21,814 +164%
SSW
266
Stone Summit Wealth
Florida
$959K +$123K +4,427 +15%
BF
267
BOK Financial
Oklahoma
$944K -$53.1K -1,927 -5%
Baird Financial Group
268
Baird Financial Group
Wisconsin
$936K +$510K +18,477 +120%
PA
269
Parallel Advisors
California
$909K -$2.4M -85,900 -73%
SF
270
Symphony Financial
Texas
$909K +$113K +4,156 +14%
HWA
271
Heritage Wealth Advisors
Virginia
$894K – – –
AWA
272
Arete Wealth Advisors
Illinois
$890K +$1.54K +56 +0.2%
EW
273
Evoke Wealth
California
$887K – – –
VPIM
274
Vanguard Personalized Indexing Management
California
$872K – – –
CFO
275
Collective Family Office
Pennsylvania
$867K – – –
9 10
11
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