We are live on ! Find out more
DFAC icon

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.

New
Increased
Maintained
Reduced
Closed

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%)

Holders
388
Holders Change
+34
Holders Change %
+9.6%
% of All Funds
6.79%
Holding in Top 10
51
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.25%
% of All Funds
0.89%
New
62
Increased
122
Reduced
105
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SWA
Sax Wealth Advisors
New Jersey
+$47.8M
2
BSW
Buckingham Strategic Wealth
Missouri
+$36.8M
3
HWM
Hemington Wealth Management
Virginia
+$24.6M
4
AF
Advisornet Financial
Minnesota
+$18.9M
5
VCM
Versant Capital Management
Arizona
+$18.4M

Top Sellers

Rank Fund Capital Flow
1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$46.3M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$14.7M
3
Osaic Holdings
Osaic Holdings
Arizona
-$12.6M
4
CFO
CVA Family Office
Colorado
-$10.9M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$7.57M
Name Holding Trade Value Shares
Change 		Change in
Stake
CIC
301
Cutler Investment Counsel
Oregon
$326K – – –
ERIM
302
Eagle Ridge Investment Management
Connecticut
$325K – – –
RTC
303
Riverview Trust Company
Washington
$322K – – –
GD
304
Grandfield & Dodd
New York
$320K – – –
SWM
305
Southern Wealth Management
Texas
$318K – – –
DT
306
Daniels + Tansey
Delaware
$316K – – –
TW
307
Transform Wealth
Colorado
$312K – – –
MFT
308
Moisand Fitzgerald Tamayo
Florida
$308K +$31.4K +1,155 +11%
CA
309
Cetera Advisors
Colorado
$308K +$52.2K +1,923 +20%
RIA
310
Regal Investment Advisors
Michigan
$305K – – –
C
311
Certuity
Florida
$301K +$308K +11,332 New
ACM
312
Advisors Capital Management
New Jersey
$295K +$302K +11,111 New
SPC
313
Sigma Planning Corp
Michigan
$285K – – –
GEA
314
Glen Eagle Advisors
New Jersey
$284K +$815 +30 +0.3%
OSAM
315
O'Shaughnessy Asset Management
Connecticut
$281K – – –
AC
316
Arjuna Capital
North Carolina
$277K +$284K +10,435 New
IF
317
Ironwood Financial
Arizona
$275K – – –
KPW
318
Kore Private Wealth
New York
$274K – – –
WTC
319
WhitTier Trust Company
Nevada
$274K – – –
AWM
320
Arbor Wealth Management
Florida
$272K – – –
EWM
321
Evercore Wealth Management
New York
$271K – – –
MAM
322
Marotta Asset Management
Virginia
$270K +$277K +10,179 New
FWM
323
Frontier Wealth Management
Missouri
$270K – – –
Kovitz Investment Group Partners
324
Kovitz Investment Group Partners
Illinois
$266K – – –
HFS
325
Horizon Financial Services
North Carolina
$266K +$272K +10,028 New
11 12
13
14 15

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.