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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 %
PWLP
301
Prio Wealth Limited Partnership
Massachusetts
$888K – – –
FSWA
302
Financial Synergies Wealth Advisors
Texas
$886K +$3.59K +124 +0.4%
SSW
303
Stone Summit Wealth
Florida
$870K +$870K +30,208 New
BMD
304
Better Money Decisions
New Mexico
$857K +$2.9K +100 +0.3%
SF
305
Symphony Financial
Texas
$851K +$3.52K +121 +0.4%
Fifth Third Bancorp
306
Fifth Third Bancorp
Ohio
$838K -$20.4K -703 -2%
MPW
307
Monterey Private Wealth
California
$822K +$1.68K +58 +0.2%
NWMG
308
National Wealth Management Group
Ohio
$811K +$811K +27,985 New
DJSG
309
D.J. St. Germain
Massachusetts
$802K – – –
JIC
310
Johnson Investment Counsel
Ohio
$799K +$376 +13 +0%
SWM
311
Sanctuary Wealth Management
Idaho
$790K -$203 -7 -0%
WCM
312
Wealthcare Capital Management
Virginia
$787K +$413K +13,697 +110%
H
313
HoyleCohen
California
$771K +$377 +13 +0%
CWM
314
CarsonAllaria Wealth Management
Illinois
$761K +$761K +26,279 New
NP
315
NorthRock Partners
Minnesota
$750K +$750K +25,898 New
CFS
316
CRA Financial Services
New Jersey
$730K – – –
RPSA
317
Richard P. Slaughter Associates
Texas
$729K – – –
Thrivent Financial for Lutherans
318
Thrivent Financial for Lutherans
Minnesota
$725K – – –
KA
319
Kovack Advisors
Florida
$721K -$83.9K -2,897 -10%
SG
320
Stonnington Group
California
$705K -$227K -7,901 -24%
CAI
321
Capital Advisors Inc
Oklahoma
$703K – – –
NAM
322
NorthCrest Asset Manangement
Minnesota
$703K +$703K +24,273 New
MFA
323
Morling Financial Advisors
California
$681K +$681K +23,514 New
SRSA
324
S.R. Schill & Associates
Washington
$679K – – –
PIA
325
Perennial Investment Advisors
California
$670K -$211K -7,286 -24%
11 12
13
14 15