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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 %
BFP
276
Brewster Financial Planning
New York
$1.12M +$1.12M +38,513 New
BAM
277
Belpointe Asset Management
Nevada
$1.06M +$140K +4,850 +15%
Wealth Enhancement Advisory Services
278
Wealth Enhancement Advisory Services
Minnesota
$1.05M – – –
BF
279
BOK Financial
Oklahoma
$1.05M -$46.2K -1,594 -4%
BPA
280
Beacon Pointe Advisors
California
$1.04M -$50.5K -1,742 -5%
JCM
281
Jacobi Capital Management
Pennsylvania
$1.03M +$100K +3,461 +11%
CIBC Private Wealth Group
282
CIBC Private Wealth Group
Georgia
$1.03M +$406K +13,997 +65%
FFS
283
Founders Financial Securities
Maryland
$1.02M +$7.13K +246 +0.7%
ECM
284
Evergreen Capital Management
Washington
$1.02M – – –
QPWM
285
Quadrant Private Wealth Management
Pennsylvania
$1.02M -$382K -13,185 -27%
ARC
286
Advisor Resource Council
Texas
$1.02M +$1.02M +35,184 New
FC
287
Financial Council
Maryland
$1.01M +$137K +4,724 +16%
GSWM
288
Golden State Wealth Management
California
$1M +$130K +4,492 +15%
IWM
289
IHT Wealth Management
Illinois
$994K +$266K +9,200 +37%
WA
290
Wealth Architects
California
$989K +$422K +14,580 +74%
BCM
291
Brookstone Capital Management
Illinois
$988K – – –
HWA
292
Heritage Wealth Advisors
Virginia
$939K -$72.4K -2,500 -7%
AWA
293
Arete Wealth Advisors
Illinois
$937K +$1.34K +46 +0.1%
EW
294
Evoke Wealth
California
$931K -$60.8K -2,100 -6%
VPIM
295
Vanguard Personalized Indexing Management
California
$916K – – –
CFO
296
Collective Family Office
Pennsylvania
$911K – – –
Luther King Capital Management (LKCM)
297
Luther King Capital Management (LKCM)
Texas
$907K -$553K – –
RA
298
Rise Advisors
New York
$905K +$905K +31,247 New
SMA
299
Sage Mountain Advisors
Georgia
$904K -$70.4K -2,430 -7%
UWM
300
USAdvisors Wealth Management
Minnesota
$896K +$73.3K +2,528 +9%
10 11
12
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