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Dimensional US Core Equity 2 ETF
DFAC

Overview Fund Activity

459 hedge funds and large institutions have $8.78B invested in Dimensional US Core Equity 2 ETF in 2022 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 187 increasing their positions, 113 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
459
Holders Change
-45
Holders Change %
-8.93%
% of All Funds
7.26%
Holding in Top 10
97
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-5.83%
% of All Funds
1.54%
New
46
Increased
187
Reduced
113
Closed
85
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FFM
Forum Financial Management
Illinois
+$85.6M
2
FPAS
Focus Partners Advisor Solutions
Missouri
+$44.6M
3
BPA
Beacon Pointe Advisors
California
+$34.9M
4
EWA
EP Wealth Advisors
California
+$32.3M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$31.7M

Top Sellers

1
LPL Financial
LPL Financial
California
-$391M
2
GWA
Geometric Wealth Advisors
District of Columbia
-$103M
3
AC
Apella Capital
Connecticut
-$71.6M
4
IWC
Integrated Wealth Concepts
Massachusetts
-$52M
5
Osaic Holdings
Osaic Holdings
Arizona
-$48M
Name Holding Trade Value Shares
Change 		Shares
Change %
QPWM
301
Quadrant Private Wealth Management
Pennsylvania
$634K -$336K -12,187 -35%
SPIA
302
Steward Partners Investment Advisory
New York
$631K – – –
MPAM
303
Murphy Pohlad Asset Management
Minnesota
$620K – – –
VWA
304
Visionary Wealth Advisors
Illinois
$619K +$469 +17 +0.1%
PCIA
305
Prime Capital Investment Advisors
Kansas
$603K – – –
BTW
306
Boston Trust Walden
Massachusetts
$594K – – –
CIBC Private Wealth Group
307
CIBC Private Wealth Group
Georgia
$588K -$391K -14,195 -40%
Cerity Partners
308
Cerity Partners
New York
$579K +$32.6K +7,036 +6%
CCP
309
Carmel Capital Partners
California
$577K – – –
IAIM
310
International Assets Investment Management
Florida
$568K – – –
CBFP
311
Cedar Brook Financial Partners
Ohio
$564K -$10.3K -375 -2%
DFA
312
DHJJ Financial Advisors
Illinois
$563K – – –
TP
313
Tranquility Partners
Tennessee
$554K +$136K +4,923 +32%
WEPOG
314
Wealth Enhancement & Preservation of GA
Georgia
$554K +$554K +20,084 New
TT
315
TI-Trust
Illinois
$552K +$552K +20,000 New
3LCM
316
3D/L Capital Management
Connecticut
$546K +$167K +6,038 +44%
SRC
317
Sage Rhino Capital
California
$539K +$4.41K +160 +0.8%
FAT
318
First American Trust
California
$533K -$33.2K -1,205 -6%
DWT
319
Dorsey & Whitney Trust
South Dakota
$527K – – –
Thrivent Financial for Lutherans
320
Thrivent Financial for Lutherans
Minnesota
$526K +$118K +4,297 +29%
RC
321
RegentAtlantic Capital
New Jersey
$525K +$525K +19,037 New
SHGA
322
Sand Hill Global Advisors
California
$522K – – –
EA
323
Evolution Advisers
Virginia
$518K – – –
GI
324
Gradient Investments
Minnesota
$513K – – –
Bank of New York Mellon
325
Bank of New York Mellon
New York
$511K -$7.45K -270 -1%
11 12
13
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