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 %
ARC
501
Advisor Resource Council
Texas
– -$1.02M -35,184 Closed
GSWM
502
Golden State Wealth Management
California
– -$1M -34,669 Closed
BCM
503
Brookstone Capital Management
Illinois
– -$988K -34,536 Closed
IWM
504
IHT Wealth Management
Illinois
– -$994K -34,326 Closed
FSWA
505
Financial Synergies Wealth Advisors
Texas
– -$886K -30,568 Closed
SWM
506
Sanctuary Wealth Management
Idaho
– -$790K -27,270 Closed
WCM
507
Wealthcare Capital Management
Virginia
– -$787K -26,132 Closed
CFS
508
CRA Financial Services
New Jersey
– -$730K -25,195 Closed
SG
509
Stonnington Group
California
– -$705K -24,502 Closed
NAM
510
NorthCrest Asset Manangement
Minnesota
– -$703K -24,273 Closed
MFA
511
Morling Financial Advisors
California
– -$681K -23,514 Closed
PIA
512
Perennial Investment Advisors
California
– -$670K -23,128 Closed
VWA
513
V Wealth Advisors
Kansas
– -$664K -22,920 Closed
W
514
WealthOne
New York
– -$658K -22,704 Closed
FVWA
515
Foster Victor Wealth Advisors
South Carolina
– -$472K -16,379 Closed
MSFS
516
Main Street Financial Solutions
Pennsylvania
– -$453K -15,640 Closed
PCM
517
Passive Capital Management
Maryland
– -$357K -12,318 Closed
SWM
518
Southern Wealth Management
Texas
– -$347K -11,966 Closed
DT
519
Daniels + Tansey
Delaware
– -$345K -11,921 Closed
EGWAG
520
Elwood & Goetz Wealth Advisory Group
Georgia
– -$321K -11,095 Closed
CWM
521
Cornerstone Wealth Management
Missouri
– -$318K -10,988 Closed
BMCM
522
Bryn Mawr Capital Management
Pennsylvania
– -$308K -10,634 Closed
AC
523
Arjuna Capital
North Carolina
– -$304K -10,477 Closed
IF
524
Ironwood Financial
Arizona
– -$300K -10,350 Closed
GWSG
525
GPS Wealth Strategies Group
Colorado
– -$289K -9,967 Closed
18 19 20
21
22