DFAC icon

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

Top Sellers

1
LPL Financial
LPL Financial
California
$0
2
GWA
Geometric Wealth Advisors
District of Columbia
$0
3
AC
Apella Capital
Connecticut
$0
4
IWC
Integrated Wealth Concepts
Massachusetts
$2.28M
5
Osaic Holdings
Osaic Holdings
Arizona
$5.33M
Name Holding Trade Value Shares
Change 		Shares
Change %
NEWAS
476
N.E.W. Advisory Services
Wisconsin
– -$19.1M -657,881 Closed
FAIM
477
Financial Advocates Investment Management
Washington
– -$10.9M -376,251 Closed
WAP
478
Wealthcare Advisory Partners
Pennsylvania
– -$9.47M -326,827 Closed
DAS
479
Dynamic Advisor Solutions
Arizona
– -$8M -276,027 Closed
COF
480
Capital One Financial
Virginia
– -$6.9M -238,206 Closed
SIAG
481
Safeguard Investment Advisory Group
California
– -$6.88M -237,501 Closed
WWM
482
WJ Wealth Management
Arizona
– -$5.9M -203,474 Closed
NAS
483
Nicolet Advisory Services
Wisconsin
– -$5.55M -191,451 Closed
OMC
484
Old Mission Capital
Illinois
– -$4.07M -140,527 Closed
GWS
485
Glassman Wealth Services
Virginia
– -$3.85M -132,899 Closed
CWP
486
Concord Wealth Partners
Virginia
– -$2.94M -101,478 Closed
AWM
487
AE Wealth Management
Kansas
– -$2.69M -92,872 Closed
SIA
488
SkyView Investment Advisors
New Jersey
– -$2.69M -92,749 Closed
AWM
489
Aprio Wealth Management
Georgia
– -$2.64M -91,087 Closed
AM
490
Atwater Malick
Pennsylvania
– -$2.5M -86,264 Closed
Carson Wealth (CWM LLC)
491
Carson Wealth (CWM LLC)
Nebraska
– -$2.3M -79,422 Closed
CWA
492
Clarus Wealth Advisors
Arizona
– -$1.93M -67,122 Closed
PCA
493
Pallas Capital Advisors
Massachusetts
– -$1.7M -63,293 Closed
EA
494
Efficient Advisors
Ohio
– -$1.64M -56,438 Closed
Janney Montgomery Scott
495
Janney Montgomery Scott
Pennsylvania
– -$1.51M -51,980 Closed
WWM
496
Western Wealth Management
Colorado
– -$1.45M -49,868 Closed
WS
497
Wedbush Securities
California
– -$1.37M -47,278 Closed
Susquehanna International Group
498
Susquehanna International Group
Pennsylvania
– -$1.28M -44,327 Closed
CWM
499
Connecticut Wealth Management
Connecticut
– -$1.19M -41,050 Closed
JCM
500
Jacobi Capital Management
Pennsylvania
– -$1.03M -35,623 Closed
18 19
20
21 22