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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 %
HIGP
26
Hill Investment Group Partners
Missouri
$51.4M +$737K +27,725 +1%
SWA
27
Sax Wealth Advisors
New Jersey
$46.8M +$46.8M +1,761,042 New
PAG
28
Private Advisor Group
New Jersey
$46.3M +$13.8M +521,110 +43%
CL
29
CPWM LLC
Washington
$43.6M +$1.45M +54,625 +3%
TWA
30
TCI Wealth Advisors
Arizona
$41M +$1.8M +67,577 +5%
LNC
31
Lincoln National Corp
Pennsylvania
$41M -$131K -4,921 -0.3%
UBS Group
32
UBS Group
Switzerland
$40.9M -$795K -29,922 -2%
PWM
33
Perigon Wealth Management
California
$40M +$164K +6,187 +0.4%
MWM
34
Modera Wealth Management
New Jersey
$39.6M -$1.68M -63,065 -4%
FAAM
35
First Ascent Asset Management
Colorado
$39.4M +$3.27M +122,941 +9%
SWM
36
Soundmark Wealth Management
Washington
$37.9M -$280K -10,523 -0.7%
DY
37
Dowling & Yahnke
California
$37.3M +$8.57M +322,709 +30%
NCM
38
New Capital Management
Texas
$36.2M +$36.2M +1,345,832 New
KAS
39
Kestra Advisory Services
Texas
$36.2M +$414K +15,584 +1%
IWC
40
Integrated Wealth Concepts
Massachusetts
$34.8M -$87.4K -3,289 -0.3%
WP
41
WMS Partners
Maryland
$30.7M -$1.72M -64,779 -5%
CS
42
Comerica Securities
Michigan
$26.5M +$278K +10,476 +1%
MAM
43
McLean Asset Management
Virginia
$26.3M +$1.11M +39,589 +4%
AF
44
Allworth Financial
California
$26.2M +$3.13M +117,875 +14%
ADL
45
Asset Dedication LLC
California
$26M +$5.06M +190,533 +24%
IA
46
IFG Advisory
Georgia
$24.6M -$319K -11,994 -1%
MG
47
Mather Group
Illinois
$24.1M +$9.68M +364,332 +67%
HWM
48
Hemington Wealth Management
Virginia
$24.1M +$24.1M +905,194 New
EWM
49
Empirical Wealth Management
Washington
$24M -$619K -23,281 -3%
UCFA
50
United Capital Financial Advisors
Texas
$23.8M -$19.1K -720 -0.1%
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