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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 %
CCWA
26
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$83.3M -$1.45M -50,027 -2%
WIM
27
Warwick Investment Management
Texas
$81.6M +$81.6M +2,815,904 New
GWM
28
Grand Wealth Management
Michigan
$79.3M +$79.3M +2,738,821 New
MWM
29
Merriman Wealth Management
Washington
$78.7M -$6.77M -233,600 -8%
SFG
30
Steward Financial Group
Texas
$74.9M +$74.9M +2,586,370 New
Comerica Bank
31
Comerica Bank
Texas
$74.9M -$6.86M -256,826 -8%
AC
32
Apella Capital
Connecticut
$71.6M -$724 -25 -0%
JWA
33
JFS Wealth Advisors
Pennsylvania
$69.3M +$886K +30,577 +1%
SWA
34
ShankerValleau Wealth Advisors
Illinois
$69.2M +$69.2M +2,388,024 New
AP
35
Adero Partners
California
$63.4M -$1.41M -48,788 -2%
RJFSA
36
Raymond James Financial Services Advisors
Florida
$61.8M -$493K -17,033 -0.8%
WWP
37
Waypoint Wealth Partners
California
$61.6M +$537K +18,552 +0.9%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$58.6M -$2.14M -73,863 -4%
IWC
39
Integrated Wealth Concepts
Massachusetts
$57M +$19.1M +658,744 +50%
HIGP
40
Hill Investment Group Partners
Missouri
$57M +$930K +32,094 +2%
Osaic Holdings
41
Osaic Holdings
Arizona
$56M -$1.55M -53,559 -3%
AssetMark Inc
42
AssetMark Inc
California
$55M -$6.01M -207,382 -10%
W
43
WorthPointe
California
$54.4M +$54.4M +2,017,636 New
SWA
44
Sax Wealth Advisors
New Jersey
$52.6M +$1.54M +53,294 +3%
ALWM
45
Andrews Lucia Wealth Management
California
$51.5M +$51.5M +1,778,445 New
DY
46
Dowling & Yahnke
California
$51.3M +$10.7M +369,041 +26%
TFA
47
Triad Financial Advisors
North Carolina
$51.1M +$51.1M +1,765,330 New
KMWM
48
Keudell/Morrison Wealth Management
Oregon
$49.4M +$49.4M +1,704,288 New
BBNB
49
Baker Boyer National Bank
Washington
$49M +$49M +1,691,437 New
MWM
50
Modera Wealth Management
New Jersey
$48.5M +$5.4M +186,565 +13%
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