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Dimensional US Core Equity 2 ETF

354 hedge funds and large institutions have $5.65B invested in Dimensional US Core Equity 2 ETF in 2021 Q2 according to their latest regulatory filings, with 354 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

42.16% more ownership

Funds ownership: 0%42.16% (+42%)

Holders
354
Holders Change
+354
Holders Change %
% of All Funds
6.16%
Holding in Top 10
48
Holding in Top 10 Change
+48
Holding in Top 10 Change %
% of All Funds
0.84%
New
354
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FWM
301
Frontier Wealth Management
Missouri
$275K +$270K +10,175 New
EWM
302
Evercore Wealth Management
New York
$275K +$271K +10,182 New
Kovitz Investment Group Partners
303
Kovitz Investment Group Partners
Illinois
$270K +$266K +10,014 New
CA
304
Cetera Advisors
Colorado
$261K +$257K +9,670 New
GWMIA
305
Global Wealth Management Investment Advisory
Florida
$260K +$256K +9,646 New
HTC
306
Haverford Trust Company
Pennsylvania
$260K +$258K +9,708 New
EA
307
Ellsworth Advisors
Ohio
$258K +$254K +9,571 New
Kayne Anderson Rudnick Investment Management
308
Kayne Anderson Rudnick Investment Management
California
$258K +$256K +9,640 New
MAG
309
Mokosak Advisory Group
Iowa
$250K +$246K +9,256 New
BP
310
BBR Partners
New York
$248K +$244K +9,180 New
CF
311
Centaurus Financial
California
$243K +$239K +8,991 New
BS
312
Boenning & Scattergood
Pennsylvania
$241K +$237K +8,935 New
EFS
313
Essex Financial Services
Connecticut
$239K +$235K +8,850 New
KP
314
Keel Point
Alabama
$239K +$235K +8,859 New
PMFA
315
Plante Moran Financial Advisors
Michigan
$237K +$233K +8,769 New
FIA
316
Foundations Investment Advisors
Arizona
$235K +$231K +8,707 New
BIM
317
Bridges Investment Management
Nebraska
$227K +$224K +8,419 New
SFS
318
Summit Financial Strategies
Ohio
$220K +$217K +8,157 New
MJRIC
319
Mogy Joel R Investment Counsel
California
$219K +$216K +8,130 New
CTC
320
Central Trust Company
Missouri
$211K +$208K +7,835 New
GCA
321
Gradient Capital Advisors
California
$209K +$205K +7,731 New
HGWM
322
Horst & Graben Wealth Management
Oregon
$206K +$202K +7,620 New
SW
323
SlateStone Wealth
Florida
$204K +$201K +7,561 New
SAM
324
Strategy Asset Managers
California
$203K +$200K +7,537 New
IFWM
325
Institute for Wealth Management
Colorado
$200K +$197K +7,413 New

DFAC Hedge Fund Activity: Q2 2021 in Review

354 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Core Equity 2 ETF (DFAC) for Q2 2021, worth a combined $5.65B.

Buyers outnumbered sellers: 354 funds opened new DFAC positions and 0 closed out — a net gain of 354 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Buckingham Strategic Wealth, opening a new position worth an estimated $871M.

  • 354 institutional investors held Dimensional US Core Equity 2 ETF (DFAC) as of Q2 2021, up from 0 in Q1 2021.
  • Funds reported $5.65B of Dimensional US Core Equity 2 ETF stock for Q2 2021.
  • 354 funds opened new Dimensional US Core Equity 2 ETF positions in Q2 2021 and 0 closed out, a net change of +354 holders.
  • The largest Dimensional US Core Equity 2 ETF buyer in Q2 2021 was Buckingham Strategic Wealth, an estimated $871M added.

Based on aggregated 13F filings for Q2 2021.