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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 %
PCA
351
Providence Capital Advisors
North Carolina
$535K -$67.9K -2,345 -11%
S
352
SignatureFD
Georgia
$531K – – –
CA
353
Continuum Advisory
Idaho
$522K +$1.59K +55 +0.3%
FWM
354
Fortress Wealth Management
California
$518K +$518K +17,897 New
JFGLC
355
Johnson Financial Group LLC (Colorado)
Colorado
$516K – – –
RCG
356
Resource Consulting Group
Florida
$515K +$515K +17,774 New
ARIS
357
Advanced Research Investment Solutions
California
$487K – – –
HIG
358
Heritage Investment Group
Florida
$481K +$481K +16,608 New
PFP
359
Pinnacle Financial Partners
Tennessee
$478K -$5.77K -199 -1%
FVWA
360
Foster Victor Wealth Advisors
South Carolina
$472K +$1.9K +66 +0.4%
FFA
361
First Foundation Advisors
California
$464K – – –
JHCP
362
Jackson Hole Capital Partners
Oklahoma
$463K – – –
BIA
363
Bell Investment Advisors
California
$457K – – –
MSFS
364
Main Street Financial Solutions
Pennsylvania
$453K +$1.71K +59 +0.4%
Baird Financial Group
365
Baird Financial Group
Wisconsin
$448K +$55.9K +1,927 +14%
TP
366
Tranquility Partners
Tennessee
$440K +$15.5K +534 +4%
RWA
367
Ropes Wealth Advisors
Massachusetts
$439K – – –
BCI
368
Brinker Capital Investments
Pennsylvania
$422K +$48.7K +1,680 +13%
WTA
369
Washington Trust Advisors
Massachusetts
$421K +$421K +14,546 New
LFG
370
Lockerman Financial Group
California
$420K +$420K +14,481 New
VA
371
Valmark Advisers
Ohio
$415K +$415K +14,340 New
Natixis Advisors
372
Natixis Advisors
Massachusetts
$405K – – –
Cerity Partners
373
Cerity Partners
New York
$404K +$357K +104,043 +753%
KTC
374
Kistler-Tiffany Companies
Pennsylvania
$403K – – –
PWM
375
PRW Wealth Management
Massachusetts
$401K +$1.62K +56 +0.4%
13 14
15
16 17