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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 %
BRWA
376
B. Riley Wealth Advisors
Florida
$399K -$77.5K -2,671 -16%
3LCM
377
3D/L Capital Management
Connecticut
$399K +$399K +13,761 New
AIA
378
Arbor Investment Advisors
North Carolina
$395K – – –
AA
379
Advisory Alpha
Michigan
$395K +$435 +15 +0.1%
DWP
380
Destiny Wealth Partners
Florida
$386K – – –
ZIM
381
Zacks Investment Management
Illinois
$386K +$386K +13,321 New
BC
382
Bartlett & Co
Ohio
$384K – – –
BCWM
383
Bartlett & Co Wealth Management
Ohio
$384K – – –
IF
384
Intrua Financial
Texas
$382K – – –
SBH
385
Segall Bryant & Hamill
Illinois
$379K -$2.58K -89 -0.7%
PCA
386
Personal Capital Advisors
California
$368K -$225K -7,761 -38%
KWS
387
Keystone Wealth Services
California
$368K +$368K +12,697 New
SFG
388
Sage Financial Group
Pennsylvania
$364K -$43.5K -1,500 -11%
PCM
389
Passive Capital Management
Maryland
$357K +$357K +12,318 New
GT
390
Glenmede Trust
Pennsylvania
$356K -$23.5K -814 -6%
CL
391
Choreo LLC
Illinois
$356K – – –
CIC
392
Cutler Investment Counsel
Oregon
$355K – – –
TC
393
TownSquare Capital
Utah
$355K +$89.4K +3,090 +34%
EK
394
Evensky & Katz
Florida
$355K +$355K +12,253 New
ERIM
395
Eagle Ridge Investment Management
Connecticut
$354K – – –
MFT
396
Moisand Fitzgerald Tamayo
Florida
$354K +$17.4K +601 +5%
GD
397
Grandfield & Dodd
New York
$350K – – –
VF
398
Vista Finance
Missouri
$350K +$350K +12,075 New
SWM
399
Southern Wealth Management
Texas
$347K – – –
DT
400
Daniels + Tansey
Delaware
$345K – – –
14 15
16
17 18