DFAC icon

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 %
AG
326
Ascent Group
Virginia
$668K +$668K +24,930 New
VWA
327
V Wealth Advisors
Kansas
$664K +$985 +34 +0.1%
SPIA
328
Steward Partners Investment Advisory
New York
$663K +$663K +22,886 New
W
329
WealthOne
New York
$658K +$8.7K +300 +1%
MPAM
330
Murphy Pohlad Asset Management
Minnesota
$651K – – –
VWA
331
Visionary Wealth Advisors
Illinois
$649K -$14.5K -502 -2%
BTW
332
Boston Trust Walden
Massachusetts
$624K – – –
Goldman Sachs
333
Goldman Sachs
New York
$614K +$614K +21,201 New
CCP
334
Carmel Capital Partners
California
$607K +$607K +20,939 New
PIFP
335
Partners in Financial Planning
Virginia
$606K -$10.9K -402 -2%
CBFP
336
Cedar Brook Financial Partners
Ohio
$603K -$9.18K -317 -1%
PCIA
337
Prime Capital Investment Advisors
Kansas
$603K +$603K +20,827 New
IAIM
338
International Assets Investment Management
Florida
$596K – – –
NFG
339
Next Financial Group
Texas
$596K +$546K +18,829 +1,093%
FAT
340
First American Trust
California
$595K – – –
Fisher Asset Management
341
Fisher Asset Management
Washington
$594K +$76.1K +2,627 +15%
DFA
342
DHJJ Financial Advisors
Illinois
$590K – – –
SRC
343
Sage Rhino Capital
California
$561K -$31.9K -1,102 -5%
ICG
344
InterOcean Capital Group
Tennessee
$560K – – –
DWT
345
Dorsey & Whitney Trust
South Dakota
$554K – – –
GCM
346
G2 Capital Management
Ohio
$551K +$551K +19,010 New
SHGA
347
Sand Hill Global Advisors
California
$548K – – –
EA
348
Evolution Advisers
Virginia
$545K +$545K +18,817 New
Bank of New York Mellon
349
Bank of New York Mellon
New York
$544K -$406 -14 -0.1%
GI
350
Gradient Investments
Minnesota
$538K – – –
12 13
14
15 16