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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 %
Northern Trust
276
Northern Trust
Illinois
$1.36M +$98.7K +4,233 +8%
LFG
277
Larson Financial Group
Missouri
$1.32M +$4.38K +188 +0.3%
BHWM
278
Beaird Harris Wealth Management
Texas
$1.3M -$44.6K -1,914 -3%
YAL
279
Your Advocates Ltd
Texas
$1.3M – – –
RCM
280
RB Capital Management
Nevada
$1.28M +$1.28M +54,725 New
KPWS
281
Kestra Private Wealth Services
Texas
$1.26M +$256 +11 +0%
Janney Montgomery Scott
282
Janney Montgomery Scott
Pennsylvania
$1.23M +$1.23M +51,980 New
DADC
283
D.A. Davidson & Co
Montana
$1.21M -$6.92K -297 -0.6%
CMP
284
Coston McIsaac & Partners
Maine
$1.16M +$1.16M +49,712 New
Financial Engines Advisors
285
Financial Engines Advisors
California
$1.15M -$8.66K -372 -0.7%
MA
286
MJP Associates
Connecticut
$1.15M +$119K +5,124 +12%
SFM
287
Signet Financial Management
New Jersey
$1.15M +$5.45K +234 +0.5%
DW
288
Domani Wealth
Pennsylvania
$1.14M -$163 -7 -0%
OPWM
289
Oakwell Private Wealth Management
Texas
$1.12M – – –
BCP
290
Blue Chip Partners
Michigan
$1.12M +$4.2K +180 +0.4%
WS
291
Wedbush Securities
California
$1.09M +$1.09M +46,789 New
SWM
292
Sanctuary Wealth Management
Idaho
$1.08M +$1.08M +46,403 New
Wealth Enhancement Advisory Services
293
Wealth Enhancement Advisory Services
Minnesota
$1.08M +$161K +6,719 +18%
BP
294
Ballentine Partners
Massachusetts
$1.08M – – –
CPWMP
295
Cardinal Point Wealth Management Partners
California
$1.04M -$132K -5,675 -11%
CAM
296
Cresset Asset Management
Illinois
$997K – – –
IC
297
IEQ Capital
California
$991K +$3.73K +160 +0.4%
PMG
298
ProVise Management Group
Florida
$978K -$22.5K -964 -2%
SAM
299
Silvercrest Asset Management
New York
$970K – – –
CCM
300
Coldstream Capital Management
Washington
$964K – – –
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12
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