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Dimensional US Core Equity 2 ETF
DFAC

Overview Fund Activity

546 hedge funds and large institutions have $8.59B invested in Dimensional US Core Equity 2 ETF in 2022 Q2 according to their latest regulatory filings, with 120 funds opening new positions, 184 increasing their positions, 131 reducing their positions, and 27 closing their positions.

Holders
546
Holders Change
+87
Holders Change %
+18.95%
% of All Funds
9.23%
Holding in Top 10
115
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+18.56%
% of All Funds
1.94%
New
120
Increased
184
Reduced
131
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$348M
2
GWA
2
Geometric Wealth Advisors
District of Columbia
$88.2M
3
SSC
3
Syverson Strege & Co
Iowa
$64.9M
4
B
4
BetterWealth
California
$59.7M
5
AC
5
Apella Capital
Connecticut
$57.9M

Top Sellers

1
CIAS
1
CFS Investment Advisory Services
New Jersey
$6.75M
2
CFA
2
Capstone Financial Advisors
Illinois
$97.5M
3
TI
3
Truepoint Inc
Ohio
$0
4
EVM
4
Eaton Vance Management
Massachusetts
$0
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$365M
Name Market Value Shares Shares
Change 		Shares
Change %
HFS
26
Heritage Financial Services
Massachusetts
$71.2M 3,054,803 +1,472,352 +93%
WIM
27
Warwick Investment Management
Texas
$65.4M 2,805,894 +8,940 +0.3%
SSC
28
Syverson Strege & Co
Iowa
$64.9M 2,786,453 +2,786,453 New
Comerica Bank
29
Comerica Bank
Texas
$64.3M 2,649,609 -152,529 -5%
JWA
30
JFS Wealth Advisors
Pennsylvania
$62.3M 2,673,496 -52,072 -2%
SFG
31
Steward Financial Group
Texas
$61.5M 2,641,133 -55,363 -2%
CCWA
32
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$61.2M 2,627,761 -161,953 -6%
B
33
BetterWealth
California
$59.7M 2,561,690 +2,561,690 New
GWM
34
Grand Wealth Management
Michigan
$59.2M 2,542,327 -127,276 -5%
MWM
35
Merriman Wealth Management
Washington
$58.6M 2,512,867 -53,677 -2%
WWP
36
Waypoint Wealth Partners
California
$58.2M 2,498,486 +293,599 +13%
AC
37
Apella Capital
Connecticut
$57.9M 2,484,002 +2,484,002 New
SWA
38
ShankerValleau Wealth Advisors
Illinois
$55.9M 2,398,780 +19,579 +0.8%
AssetMark Inc
39
AssetMark Inc
California
$53M 2,276,373 -163,184 -7%
RJFSA
40
Raymond James Financial Services Advisors
Florida
$50.6M 2,169,785 -20,586 -0.9%
DY
41
Dowling & Yahnke
California
$50.1M 2,150,050 +70,255 +3%
FMWA
42
Forvis Mazars Wealth Advisors
Missouri
$49.8M 2,137,560 +1,751,846 +454%
ALWM
43
Andrews Lucia Wealth Management
California
$49.5M 1,794,094 +14,339 +0.8%
IWC
44
Integrated Wealth Concepts
Massachusetts
$48.7M 2,089,485 +2,006,707 +2,424%
Osaic Holdings
45
Osaic Holdings
Arizona
$48.7M 2,088,501 +1,895,240 +981%
W
46
WorthPointe
California
$48.4M 2,077,527 -62,073 -3%
AP
47
Adero Partners
California
$47.8M 2,043,562 -52,502 -3%
AF
48
Allworth Financial
California
$47.7M 2,046,029 +591,719 +41%
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$44.9M 1,925,450 -33,613 -2%
Mariner
50
Mariner
Kansas
$41.8M 1,792,203 -182,201 -9%
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