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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 %
CSPIA
251
Cary Street Partners Investment Advisory
Virginia
$1.69M +$1.69M +72,576 New
GVAG
252
Great Valley Advisor Group
Delaware
$1.68M +$1.68M +71,916 New
MWM
253
Marietta Wealth Management
Georgia
$1.66M – – –
SWM
254
Seaside Wealth Management
California
$1.65M +$1.65M +64,963 New
JCM
255
Jacobi Capital Management
Pennsylvania
$1.65M +$1.65M +70,730 New
SWP
256
Stratos Wealth Partners
Ohio
$1.63M +$648K +27,798 +66%
WCA
257
Waypoint Capital Advisors
Minnesota
$1.63M -$769 -33 -0%
MW
258
Marcum Wealth
Ohio
$1.6M +$1.6M +68,684 New
MWM
259
Mattern Wealth Management
Kansas
$1.6M +$253K +10,873 +19%
CWG
260
Cornerstone Wealth Group
North Carolina
$1.59M – – –
CWM
261
Cahill Wealth Management
Michigan
$1.56M +$1.39M +59,801 +814%
PCA
262
Pallas Capital Advisors
Massachusetts
$1.53M +$1.53M +62,708 New
VVP
263
Venture Visionary Partners
Ohio
$1.53M – – –
WW
264
Waterfront Wealth
Kansas
$1.53M – – –
Wells Fargo
265
Wells Fargo
California
$1.52M -$191K -8,179 -11%
CWA
266
Clarus Wealth Advisors
Arizona
$1.51M +$1.51M +63,626 New
US Bancorp
267
US Bancorp
Minnesota
$1.49M -$486K -20,853 -25%
RJA
268
Raymond James & Associates
Florida
$1.48M +$403K +17,286 +37%
BAG
269
Briggs Advisory Group
Rhode Island
$1.48M -$164K -7,048 -10%
LWAC
270
Laurel Wealth Advisors (California)
California
$1.47M +$289K +12,400 +25%
VCM
271
Virtue Capital Management
Tennessee
$1.44M -$102K -4,366 -7%
FC
272
Financial Council
Maryland
$1.43M +$237K +10,177 +20%
Susquehanna International Group
273
Susquehanna International Group
Pennsylvania
$1.43M +$1.43M +61,339 New
CB
274
Commerce Bank
Missouri
$1.43M – – –
GAM
275
Gemmer Asset Management
California
$1.38M +$227K +9,748 +20%
9 10
11
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