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Dimensional US Core Equity 2 ETF
DFAC

354 hedge funds and large institutions have $5.65B invested in Dimensional US Core Equity 2 ETF in 2021 Q2 according to their latest regulatory filings, with 354 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

42.16% more ownership

Funds ownership: 0% → 42.16% (+42%)

Holders
354
Holders Change
+354
Holders Change %
–
% of All Funds
6.16%
Holding in Top 10
48
Holding in Top 10 Change
+48
Holding in Top 10 Change %
% of All Funds
0.84%
New
354
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BSW
Buckingham Strategic Wealth
Missouri
+$871M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$427M
3
LPL Financial
LPL Financial
California
+$352M
4
PL
Plancorp LLC
Missouri
+$306M
5
HighTower Advisors
HighTower Advisors
Illinois
+$186M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
RJFSA
26
Raymond James Financial Services Advisors
Florida
$52.6M +$51.8M +1,950,935 New
HIGP
27
Hill Investment Group Partners
Missouri
$51.4M +$50.7M +1,906,188 New
CL
28
CPWM LLC
Washington
$42.8M +$42.1M +1,585,073 New
UBS Group
29
UBS Group
Switzerland
$42.4M +$41.7M +1,571,036 New
MWM
30
Modera Wealth Management
New Jersey
$41.9M +$41.2M +1,552,156 New
LNC
31
Lincoln National Corp
Pennsylvania
$41.7M +$41.1M +1,546,708 New
PWM
32
Perigon Wealth Management
California
$40.5M +$39.9M +1,500,168 New
TWA
33
TCI Wealth Advisors
Arizona
$39.8M +$39.2M +1,474,479 New
SWM
34
Soundmark Wealth Management
Washington
$38.4M +$38.2M +1,437,941 New
BBNB
35
Baker Boyer National Bank
Washington
$38.3M +$43.7M +1,644,811 New
FAAM
36
First Ascent Asset Management
Colorado
$36.6M +$36.1M +1,358,164 New
KAS
37
Kestra Advisory Services
Texas
$36.3M +$35.8M +1,345,713 New
IWC
38
Integrated Wealth Concepts
Massachusetts
$35.4M +$34.9M +1,312,231 New
PAG
39
Private Advisor Group
New Jersey
$33M +$32.5M +1,222,060 New
WP
40
WMS Partners
Maryland
$32.9M +$32.4M +1,220,357 New
MHS
41
M Holdings Securities
Oregon
$31.1M +$30.7M +1,153,788 New
DY
42
Dowling & Yahnke
California
$29.1M +$28.7M +1,080,289 New
CS
43
Comerica Securities
Michigan
$26.6M +$26.2M +986,241 New
IA
44
IFG Advisory
Georgia
$25.3M +$25M +939,008 New
EWM
45
Empirical Wealth Management
Washington
$25M +$24.6M +926,743 New
CAPTRUST Financial Advisors
46
CAPTRUST Financial Advisors
North Carolina
$24.4M +$24.1M +905,870 New
UCFA
47
United Capital Financial Advisors
Texas
$24.2M +$23.8M +895,231 New
MAM
48
McLean Asset Management
Virginia
$23.8M +$23.8M +896,576 New
AF
49
Allworth Financial
California
$23.4M +$23.1M +868,948 New
BFS
50
Beacon Financial Strategies
North Carolina
$22.3M +$21.9M +825,556 New
1
2
3 4 5

DFAC Hedge Fund Activity: Q2 2021 in Review

354 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Core Equity 2 ETF (DFAC) for Q2 2021, worth a combined $5.65B.

Buyers outnumbered sellers: 354 funds opened new DFAC positions and 0 closed out — a net gain of 354 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Buckingham Strategic Wealth, opening a new position worth an estimated $871M.

  • 354 institutional investors held Dimensional US Core Equity 2 ETF (DFAC) as of Q2 2021, up from 0 in Q1 2021.
  • Funds reported $5.65B of Dimensional US Core Equity 2 ETF stock for Q2 2021.
  • 354 funds opened new Dimensional US Core Equity 2 ETF positions in Q2 2021 and 0 closed out, a net change of +354 holders.
  • The largest Dimensional US Core Equity 2 ETF buyer in Q2 2021 was Buckingham Strategic Wealth, an estimated $871M added.

Based on aggregated 13F filings for Q2 2021.