DFAC icon

Dimensional US Core Equity 2 ETF
DFAC

Overview Fund Activity

459 hedge funds and large institutions have $8.78B invested in Dimensional US Core Equity 2 ETF in 2022 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 187 increasing their positions, 113 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
459
Holders Change
-45
Holders Change %
-8.93%
% of All Funds
7.26%
Holding in Top 10
97
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-5.83%
% of All Funds
1.54%
New
46
Increased
187
Reduced
113
Closed
85
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FFM
Forum Financial Management
Illinois
$777M
2
FPAS
Focus Partners Advisor Solutions
Missouri
$172M
3
BPA
Beacon Pointe Advisors
California
$35.9M
4
EWA
EP Wealth Advisors
California
$32.3M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$125M

Top Sellers

1
LPL Financial
LPL Financial
California
$0
2
GWA
Geometric Wealth Advisors
District of Columbia
$0
3
AC
Apella Capital
Connecticut
$0
4
IWC
Integrated Wealth Concepts
Massachusetts
$2.28M
5
Osaic Holdings
Osaic Holdings
Arizona
$5.33M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACA
451
Atlas Capital Advisors
Wyoming
$27.1K – – –
MCA
452
Maryland Capital Advisors
Maryland
$27K +$25.5K +922 +1,707%
JFA
453
JNBA Financial Advisors
Minnesota
$24K – – –
AWM
454
Accel Wealth Management
Iowa
$22K – – –
MAM
455
Meeder Asset Management
Ohio
$21K – – –
FCG
456
Financial Connections Group
California
$9K -$2.12K -77 -19%
GWA
457
Gibson Wealth Advisors
Texas
$6K – – –
SC
458
Siena Capital
Ohio
$3K +$3K +122 New
JWM
459
Janiczek Wealth Management
Colorado
$2K – – –
TRCT
460
Tower Research Capital (TRC)
New York
$1K +$1K +40 New
LPL Financial
461
LPL Financial
California
– -$391M -13,507,624 Closed
GWA
462
Geometric Wealth Advisors
District of Columbia
– -$103M -3,571,656 Closed
AC
463
Apella Capital
Connecticut
– -$71.6M -2,471,865 Closed
PAG
464
Private Advisor Group
New Jersey
– -$41.3M -1,427,077 Closed
NCM
465
New Capital Management
Texas
– -$39M -1,344,819 Closed
B
466
BetterWealth
California
– -$32.9M -1,136,822 Closed
FW
467
FirstPurpose Wealth
Utah
– -$30.1M -1,039,349 Closed
PCI
468
Planning Center Inc
Illinois
– -$26.7M -959,289 Closed
MAM
469
McLean Asset Management
Virginia
– -$27.2M -942,940 Closed
IA
470
IFG Advisory
Georgia
– -$26.9M -927,917 Closed
PWM
471
PBMares Wealth Management
Virginia
– -$26.9M -927,018 Closed
SFS
472
Sowell Financial Services
Arkansas
– -$25.4M -876,355 Closed
VW
473
Vance Wealth
California
– -$23.9M -823,252 Closed
NWM
474
Northwest Wealth Management
Iowa
– -$21.3M -734,726 Closed
SSC
475
Syverson Strege & Co
Iowa
– -$20.2M -697,394 Closed
17 18
19
20 21