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Dimensional US Core Equity 2 ETF
DFAC

Overview Fund Activity

546 hedge funds and large institutions have $8.59B invested in Dimensional US Core Equity 2 ETF in 2022 Q2 according to their latest regulatory filings, with 120 funds opening new positions, 184 increasing their positions, 131 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
546
Holders Change
+87
Holders Change %
+18.95%
% of All Funds
9.23%
Holding in Top 10
115
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+18.56%
% of All Funds
1.94%
New
120
Increased
184
Reduced
131
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$348M
2
GWA
Geometric Wealth Advisors
District of Columbia
+$88.2M
3
SSC
Syverson Strege & Co
Iowa
+$64.9M
4
B
BetterWealth
California
+$59.7M
5
AC
Apella Capital
Connecticut
+$57.9M

Top Sellers

1
CIAS
CFS Investment Advisory Services
New Jersey
-$63.9M
2
CFA
Capstone Financial Advisors
Illinois
-$12.6M
3
TI
Truepoint Inc
Ohio
-$11.2M
4
EVM
Eaton Vance Management
Massachusetts
-$8.26M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$8.09M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
351
Advisors Capital Management
New Jersey
$602K +$343K +14,710 +132%
ACA
352
Affinity Capital Advisors
California
$598K +$598K +25,646 New
CWM
353
CarsonAllaria Wealth Management
Illinois
$596K -$11.4K -488 -2%
SG
354
Stonnington Group
California
$590K +$590K +24,648 New
CFS
355
CRA Financial Services
New Jersey
$587K +$587K +25,195 New
RPSA
356
Richard P. Slaughter Associates
Texas
$586K – – –
KA
357
Kovack Advisors
Florida
$580K +$23 +1 +0%
SWM
358
Shakespeare Wealth Management
Wisconsin
$578K +$209K +8,926 +57%
NAM
359
NorthCrest Asset Manangement
Minnesota
$566K +$566K +24,273 New
SRSA
360
S.R. Schill & Associates
Washington
$546K – – –
VWA
361
V Wealth Advisors
Kansas
$535K +$535K +22,969 New
SPIA
362
Steward Partners Investment Advisory
New York
$533K – – –
PCIA
363
Prime Capital Investment Advisors
Kansas
$531K +$45.5K +1,953 +9%
MPAM
364
Murphy Pohlad Asset Management
Minnesota
$524K – – –
VWA
365
Visionary Wealth Advisors
Illinois
$523K +$675 +29 +0.1%
IGWM
366
ICA Group Wealth Management
Colorado
$523K +$96.5K +3,695 +23%
3LCM
367
3D/L Capital Management
Connecticut
$522K +$60.7K +2,607 +13%
QPWM
368
Quadrant Private Wealth Management
Pennsylvania
$521K -$14K -600 -3%
W
369
WealthOne
New York
$520K +$520K +22,333 New
BTW
370
Boston Trust Walden
Massachusetts
$502K – – –
OSAM
371
O'Shaughnessy Asset Management
Connecticut
$497K +$254K +10,913 +105%
CAI
372
Capital Advisors Inc
Oklahoma
$488K -$77.6K -3,329 -14%
MFA
373
Morling Financial Advisors
California
$488K +$488K +20,958 New
FG
374
Foster Group
Iowa
$484K -$1.4M -59,992 -74%
BCI
375
Brinker Capital Investments
Pennsylvania
$471K -$191K -8,191 -29%
13 14
15
16 17