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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.

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
1
Keudell/Morrison Wealth Management
Oregon
$49.4M
2
UB
2
UMB Bank
Missouri
$36M
3
SFS
3
Sowell Financial Services
Arkansas
$25.4M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$97.9M
5
IWC
5
Integrated Wealth Concepts
Massachusetts
$57M

Top Sellers

1
HWM
1
Hemington Wealth Management
Virginia
$0
2
SWM
2
Soundmark Wealth Management
Washington
$21.6M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$443M
4
EAM
4
Evanson Asset Management
California
$115M
5
PAG
5
Private Advisor Group
New Jersey
$41.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
HTC
426
Haverford Trust Company
Pennsylvania
$281K – – –
CA
427
Cetera Advisors
Colorado
$280K -$55.7K -1,923 -17%
Kayne Anderson Rudnick Investment Management
428
Kayne Anderson Rudnick Investment Management
California
$279K – – –
GWMIA
429
Global Wealth Management Investment Advisory
Florida
$279K – – –
EA
430
Ellsworth Advisors
Ohio
$274K -$3.19K -110 -1%
PFBT
431
Parkside Financial Bank & Trust
Missouri
$274K +$274K +9,469 New
MAG
432
Mokosak Advisory Group
Iowa
$270K +$1.1K +38 +0.4%
CA
433
Clearstead Advisors
Ohio
$267K +$267K +9,226 New
CF
434
Centaurus Financial
California
$260K – – –
TCM
435
Tradewinds Capital Management
Washington
$257K -$19.4K -667 -7%
MFW
436
Mosaic Family Wealth
Missouri
$257K – – –
EFS
437
Essex Financial Services
Connecticut
$257K +$579 +20 +0.2%
HI
438
Harbour Investments
Wisconsin
$255K -$112K -3,869 -31%
BS
439
Boenning & Scattergood
Pennsylvania
$254K -$1.04K -36 -0.4%
FIA
440
Foundations Investment Advisors
Arizona
$251K +$719 +25 +0.3%
WA
441
Wealthstream Advisors
New York
$248K +$248K +8,545 New
KP
442
Keel Point
Alabama
$246K -$10.6K -365 -4%
WA
443
Waddell & Associates
Tennessee
$245K -$4.35K -150 -2%
Ameriprise
444
Ameriprise
Minnesota
$244K +$244K +8,408 New
HBT
445
Hills Bank & Trust
Iowa
$242K – – –
SFS
446
Summit Financial Strategies
Ohio
$239K +$2.98K +103 +1%
MJRIC
447
Mogy Joel R Investment Counsel
California
$236K – – –
PMFA
448
Plante Moran Financial Advisors
Michigan
$230K -$25.2K -867 -10%
CTC
449
Central Trust Company
Missouri
$227K – – –
EF
450
Exeter Financial
Arizona
$225K +$225K +7,889 New
16 17
18
19 20