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Dimensional US Core Equity 2 ETF
DFAC

388 hedge funds and large institutions have $5.66B invested in Dimensional US Core Equity 2 ETF in 2021 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 122 increasing their positions, 105 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

244% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 18

16% more repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 105

10% more funds holding

Funds holding: 354 → 388 (+34)

6% more funds holding in top 10

Funds holding in top 10: 48 → 51 (+3)

0% more capital invested

Capital invested by funds: $5.65B → $5.66B (+$14.7M)

0.26% less ownership

Funds ownership: 42.16% → 41.9% (-0.26%)

Holders
388
Holders Change
+34
Holders Change %
+9.6%
% of All Funds
6.79%
Holding in Top 10
51
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.25%
% of All Funds
0.89%
New
62
Increased
122
Reduced
105
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SWA
Sax Wealth Advisors
New Jersey
+$47.8M
2
BSW
Buckingham Strategic Wealth
Missouri
+$36.8M
3
HWM
Hemington Wealth Management
Virginia
+$24.6M
4
AF
Advisornet Financial
Minnesota
+$18.9M
5
VCM
Versant Capital Management
Arizona
+$18.4M

Top Sellers

Rank Fund Capital Flow
1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$46.3M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$14.7M
3
Osaic Holdings
Osaic Holdings
Arizona
-$12.6M
4
CFO
CVA Family Office
Colorado
-$10.9M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$7.57M
Name Holding Trade Value Shares
Change 		Change in
Stake
HIGP
26
Hill Investment Group Partners
Missouri
$51.4M +$753K +27,725 +1%
SWA
27
Sax Wealth Advisors
New Jersey
$46.8M +$47.8M +1,761,042 New
PAG
28
Private Advisor Group
New Jersey
$46.3M +$14.2M +521,110 +43%
CL
29
CPWM LLC
Washington
$43.6M +$1.48M +54,625 +3%
TWA
30
TCI Wealth Advisors
Arizona
$41M +$1.84M +67,577 +5%
LNC
31
Lincoln National Corp
Pennsylvania
$41M -$134K -4,921 -0.3%
UBS Group
32
UBS Group
Switzerland
$40.9M -$813K -29,922 -2%
PWM
33
Perigon Wealth Management
California
$40M +$168K +6,187 +0.4%
MWM
34
Modera Wealth Management
New Jersey
$39.6M -$1.71M -63,065 -4%
FAAM
35
First Ascent Asset Management
Colorado
$39.4M +$3.34M +122,941 +9%
SWM
36
Soundmark Wealth Management
Washington
$37.9M -$286K -10,523 -0.7%
DY
37
Dowling & Yahnke
California
$37.3M +$8.77M +322,709 +30%
NCM
38
New Capital Management
Texas
$36.2M +$36.6M +1,345,832 New
KAS
39
Kestra Advisory Services
Texas
$36.2M +$423K +15,584 +1%
IWC
40
Integrated Wealth Concepts
Massachusetts
$34.8M -$89.4K -3,289 -0.3%
WP
41
WMS Partners
Maryland
$30.7M -$1.76M -64,779 -5%
CS
42
Comerica Securities
Michigan
$26.5M +$285K +10,476 +1%
MAM
43
McLean Asset Management
Virginia
$26.3M +$1.08M +39,589 +4%
AF
44
Allworth Financial
California
$26.2M +$3.2M +117,875 +14%
ADL
45
Asset Dedication LLC
California
$26M +$5.18M +190,533 +24%
IA
46
IFG Advisory
Georgia
$24.6M -$326K -11,994 -1%
MG
47
Mather Group
Illinois
$24.1M +$9.9M +364,332 +67%
HWM
48
Hemington Wealth Management
Virginia
$24.1M +$24.6M +905,194 New
EWM
49
Empirical Wealth Management
Washington
$24M -$633K -23,281 -3%
UCFA
50
United Capital Financial Advisors
Texas
$23.8M -$19.6K -720 -0.1%
1
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DFAC Hedge Fund Activity: Q3 2021 in Review

388 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Core Equity 2 ETF (DFAC) for Q3 2021, worth a combined $5.66B — up 0.26% from $5.65B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new DFAC positions and 18 closed out — a net gain of 44 holders — while 122 added to existing stakes and 105 trimmed.

The largest buyer was Sax Wealth Advisors, opening a new position worth an estimated $47.8M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $46.3M.

  • 388 institutional investors held Dimensional US Core Equity 2 ETF (DFAC) as of Q3 2021, up from 354 in Q2 2021.
  • Funds reported $5.66B of Dimensional US Core Equity 2 ETF stock for Q3 2021, up 0.26% quarter-over-quarter.
  • 62 funds opened new Dimensional US Core Equity 2 ETF positions in Q3 2021 and 18 closed out, a net change of +44 holders.
  • The largest Dimensional US Core Equity 2 ETF buyer in Q3 2021 was Sax Wealth Advisors, an estimated $47.8M added.
  • The largest Dimensional US Core Equity 2 ETF seller in Q3 2021 was Cambridge Investment Research Advisors, an estimated $46.3M sold.

Based on aggregated 13F filings for Q3 2021.