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Dimensional US Core Equity 2 ETF
DFAC

Overview Fund Activity

386 hedge funds and large institutions have $5.64B invested in Dimensional US Core Equity 2 ETF in 2021 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 122 increasing their positions, 105 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
386
Holders Change
+33
Holders Change %
+9.35%
% of All Funds
6.78%
Holding in Top 10
50
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.38%
% of All Funds
0.88%
New
61
Increased
122
Reduced
105
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SWA
1
Sax Wealth Advisors
New Jersey
$46.8M
2
BSW
2
Buckingham Strategic Wealth
Missouri
$907M
3
HWM
3
Hemington Wealth Management
Virginia
$24.1M
4
AF
4
Advisornet Financial
Minnesota
$18.5M
5
VCM
5
Versant Capital Management
Arizona
$18M

Top Sellers

1
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$55.7M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$68.5M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$52.8M
4
CFO
4
CVA Family Office
Colorado
$0
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$420M
Name Holding Trade Value Shares
Change 		Shares
Change %
IFWM
401
Institute for Wealth Management
Colorado
– -$200K -7,413 Closed
FPW
402
Flagship Private Wealth
Massachusetts
– -$148K -5,500 Closed
RP
403
Rowlandmiller & Partners
Georgia
– -$105K -3,879 Closed
Citigroup
404
Citigroup
New York
– -$22K -801 Closed
13 14 15 16
17