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

Top Sellers

1
LPL Financial
1
LPL Financial
California
$0
2
GWA
2
Geometric Wealth Advisors
District of Columbia
$0
3
AC
3
Apella Capital
Connecticut
$0
4
IWC
4
Integrated Wealth Concepts
Massachusetts
$2.28M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$5.33M
Name Holding Trade Value Shares
Change 		Shares
Change %
Comerica Bank
26
Comerica Bank
Texas
$76.8M -$30.9K -1,127 -0%
JWA
27
JFS Wealth Advisors
Pennsylvania
$75.2M +$9.23M +334,563 +14%
SFG
28
Steward Financial Group
Texas
$74.4M +$3.04M +110,126 +4%
GWM
29
Grand Wealth Management
Michigan
$73.6M -$1.91M -69,218 -3%
HIGP
30
Hill Investment Group Partners
Missouri
$71.8M +$17.6M +638,975 +33%
MWM
31
Merriman Wealth Management
Washington
$70.8M -$4.09M -148,381 -5%
AssetMark Inc
32
AssetMark Inc
California
$67.3M +$14.9M +541,716 +29%
SWA
33
ShankerValleau Wealth Advisors
Illinois
$65.6M -$243K -8,823 -0.4%
WWP
34
Waypoint Wealth Partners
California
$60.8M +$2.18M +79,104 +4%
RJFSA
35
Raymond James Financial Services Advisors
Florida
$60.4M +$1.62M +58,793 +3%
W
36
WorthPointe
California
$59M +$3.36M +121,964 +6%
AP
37
Adero Partners
California
$57.8M -$2.52M -91,363 -4%
DY
38
Dowling & Yahnke
California
$57.4M +$8.49M +307,756 +17%
Mariner
39
Mariner
Kansas
$54.5M +$29.1M +1,055,603 +115%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$54M -$1.74M -63,123 -3%
ALWM
41
Andrews Lucia Wealth Management
California
$51.6M +$38K +1,310 +0.1%
TFA
42
Triad Financial Advisors
North Carolina
$49.4M +$664K +24,069 +1%
KAM
43
KEB Asset Management
Illinois
$48.2M +$2.64M +95,687 +6%
UBS Group
44
UBS Group
Switzerland
$47.8M +$4.21M +152,800 +10%
BBNB
45
Baker Boyer National Bank
Washington
$46.1M -$516K -18,728 -1%
MWM
46
Modera Wealth Management
New Jersey
$45.9M -$314K -11,394 -0.7%
SWA
47
Sax Wealth Advisors
New Jersey
$45.2M -$4.81M -174,480 -10%
DHGWA
48
Dixon Hughes Goodman Wealth Advisors
North Carolina
$45.1M +$892K +32,354 +2%
CPA
49
Capital Performance Advisors
California
$44.6M -$154K -5,576 -0.3%
TWA
50
TCI Wealth Advisors
Arizona
$44M +$1.26M +45,637 +3%
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