Dimensional US Core Equity 2 ETF
DFAC
507 hedge funds and large institutions have $9.75B invested in Dimensional US Core Equity 2 ETF in 2021 Q4 according to their latest regulatory filings, with 134 funds opening new positions, 155 increasing their positions, 109 reducing their positions, and 12 closing their positions.
1,017% more first-time investments, than exits
New positions opened: 134 | Existing positions closed: 12
106% more funds holding in top 10
Funds holding in top 10: 51 → 105 (+54)
72% more capital invested
Capital invested by funds: $5.66B → $9.75B (+$4.09B)
42% more repeat investments, than reductions
Existing positions increased: 155 | Existing positions reduced: 109
31% more funds holding
Funds holding: 388 → 507 (+119)
22.47% more ownership
Funds ownership: 41.9% → 64.36% (+22%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KMWM
Keudell/Morrison Wealth Management
Salem,
Oregon
|
+$48.1M |
| 2 |
UB
UMB Bank
Kansas City,
Missouri
|
+$33.9M |
| 3 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
+$24.7M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$22.6M |
| 5 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$18.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HWM
Hemington Wealth Management
Falls Church,
Virginia
|
-$24.1M |
| 2 |
SWM
Soundmark Wealth Management
Kirkland,
Washington
|
-$19.3M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$15M |
| 4 |
EAM
Evanson Asset Management
Carmel,
California
|
-$9.24M |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$8.92M |
DFAC Hedge Fund Activity: Q4 2021 in Review
507 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Core Equity 2 ETF (DFAC) for Q4 2021, worth a combined $9.75B — up 72% from $5.66B a quarter earlier.
Buyers outnumbered sellers: 134 funds opened new DFAC positions and 12 closed out — a net gain of 122 holders — while 155 added to existing stakes and 109 trimmed.
The largest buyer was Keudell/Morrison Wealth Management, opening a new position worth an estimated $48.1M. The largest seller was Hemington Wealth Management, exiting entirely with an estimated $24.1M sold.
- 507 institutional investors held Dimensional US Core Equity 2 ETF (DFAC) as of Q4 2021, up from 388 in Q3 2021.
- Funds reported $9.75B of Dimensional US Core Equity 2 ETF stock for Q4 2021, up 72% quarter-over-quarter.
- 134 funds opened new Dimensional US Core Equity 2 ETF positions in Q4 2021 and 12 closed out, a net change of +122 holders.
- The largest Dimensional US Core Equity 2 ETF buyer in Q4 2021 was Keudell/Morrison Wealth Management, an estimated $48.1M added.
- The largest Dimensional US Core Equity 2 ETF seller in Q4 2021 was Hemington Wealth Management, an estimated $24.1M sold.
Based on aggregated 13F filings for Q4 2021.