Dimensional US Core Equity 2 ETF
DFAC
388 hedge funds and large institutions have $5.66B invested in Dimensional US Core Equity 2 ETF in 2021 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 122 increasing their positions, 105 reducing their positions, and 18 closing their positions.
244% more first-time investments, than exits
New positions opened: 62 | Existing positions closed: 18
16% more repeat investments, than reductions
Existing positions increased: 122 | Existing positions reduced: 105
10% more funds holding
Funds holding: 354 → 388 (+34)
6% more funds holding in top 10
Funds holding in top 10: 48 → 51 (+3)
0% more capital invested
Capital invested by funds: $5.65B → $5.66B (+$14.7M)
0.26% less ownership
Funds ownership: 42.16% → 41.9% (-0.26%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWA
Sax Wealth Advisors
Parsippany,
New Jersey
|
+$47.8M |
| 2 |
BSW
Buckingham Strategic Wealth
Clayton,
Missouri
|
+$36.8M |
| 3 |
HWM
Hemington Wealth Management
Falls Church,
Virginia
|
+$24.6M |
| 4 |
AF
Advisornet Financial
Minnetonka,
Minnesota
|
+$18.9M |
| 5 |
VCM
Versant Capital Management
Phoenix,
Arizona
|
+$18.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$46.3M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$14.7M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$12.6M |
| 4 |
CFO
CVA Family Office
Denver,
Colorado
|
-$10.9M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$7.57M |
DFAC Hedge Fund Activity: Q3 2021 in Review
388 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Core Equity 2 ETF (DFAC) for Q3 2021, worth a combined $5.66B — up 0.26% from $5.65B a quarter earlier.
Buyers outnumbered sellers: 62 funds opened new DFAC positions and 18 closed out — a net gain of 44 holders — while 122 added to existing stakes and 105 trimmed.
The largest buyer was Sax Wealth Advisors, opening a new position worth an estimated $47.8M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $46.3M.
- 388 institutional investors held Dimensional US Core Equity 2 ETF (DFAC) as of Q3 2021, up from 354 in Q2 2021.
- Funds reported $5.66B of Dimensional US Core Equity 2 ETF stock for Q3 2021, up 0.26% quarter-over-quarter.
- 62 funds opened new Dimensional US Core Equity 2 ETF positions in Q3 2021 and 18 closed out, a net change of +44 holders.
- The largest Dimensional US Core Equity 2 ETF buyer in Q3 2021 was Sax Wealth Advisors, an estimated $47.8M added.
- The largest Dimensional US Core Equity 2 ETF seller in Q3 2021 was Cambridge Investment Research Advisors, an estimated $46.3M sold.
Based on aggregated 13F filings for Q3 2021.