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Dimensional US Core Equity 2 ETF

354 hedge funds and large institutions have $5.65B invested in Dimensional US Core Equity 2 ETF in 2021 Q2 according to their latest regulatory filings, with 354 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

42.16% more ownership

Funds ownership: 0%42.16% (+42%)

Holders
354
Holders Change
+354
Holders Change %
% of All Funds
6.16%
Holding in Top 10
48
Holding in Top 10 Change
+48
Holding in Top 10 Change %
% of All Funds
0.84%
New
354
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ADL
51
Asset Dedication LLC
California
$21.3M +$21M +788,667 New
CPIG
52
Chicago Partners Investment Group
Illinois
$19.1M +$18.7M +704,042 New
BAM
53
Baldrige Asset Management
Pennsylvania
$17.9M +$17.6M +663,726 New
NEWAS
54
N.E.W. Advisory Services
Wisconsin
$17.8M +$17.5M +658,910 New
SSC
55
Syverson Strege & Co
Iowa
$17.4M +$17.2M +646,208 New
EH
56
Equitable Holdings
New York
$17.3M +$17M +639,406 New
PWM
57
PBMares Wealth Management
Virginia
$17M +$16.7M +630,246 New
MML Investors Services
58
MML Investors Services
Massachusetts
$16.8M +$16.5M +621,923 New
NWM
59
Northwest Wealth Management
Iowa
$16.4M +$16.1M +607,022 New
MG
60
Mather Group
Illinois
$14.7M +$14.4M +543,036 New
Cetera Investment Advisers
61
Cetera Investment Advisers
Illinois
$14.6M +$14.4M +540,751 New
B
62
Bridgeworth
Alabama
$14.3M +$14.1M +531,843 New
MFG
63
Merit Financial Group
Georgia
$13.2M +$13M +487,727 New
Mariner
64
Mariner
Kansas
$13M +$12.8M +481,130 New
AW
65
Avion Wealth
Texas
$12.3M +$12.1M +456,877 New
SP
66
Symmetry Partners
Connecticut
$12.2M +$12M +453,318 New
CFO
67
CVA Family Office
Colorado
$10.9M +$10.7M +404,245 New
WAG
68
Winthrop Advisory Group
Massachusetts
$10.5M +$10.3M +389,114 New
OCM
69
Oakwood Capital Management
California
$10.4M +$10.2M +385,165 New
FMWA
70
Forvis Mazars Wealth Advisors
Missouri
$9.76M +$9.61M +361,567 New
MG
71
MilWealth Group
Wisconsin
$9.03M +$8.9M +334,818 New
IAN
72
Integrated Advisors Network
Texas
$8.99M +$8.85M +333,153 New
WFA
73
Websterrogers Financial Advisors
South Carolina
$8.43M +$8.6M +323,553 New
FAIM
74
Financial Advocates Investment Management
Washington
$8.33M +$8.21M +308,791 New
CWM
75
Cedar Wealth Management
California
$8.23M +$8.11M +305,020 New

DFAC Hedge Fund Activity: Q2 2021 in Review

354 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Core Equity 2 ETF (DFAC) for Q2 2021, worth a combined $5.65B.

Buyers outnumbered sellers: 354 funds opened new DFAC positions and 0 closed out — a net gain of 354 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Buckingham Strategic Wealth, opening a new position worth an estimated $871M.

  • 354 institutional investors held Dimensional US Core Equity 2 ETF (DFAC) as of Q2 2021, up from 0 in Q1 2021.
  • Funds reported $5.65B of Dimensional US Core Equity 2 ETF stock for Q2 2021.
  • 354 funds opened new Dimensional US Core Equity 2 ETF positions in Q2 2021 and 0 closed out, a net change of +354 holders.
  • The largest Dimensional US Core Equity 2 ETF buyer in Q2 2021 was Buckingham Strategic Wealth, an estimated $871M added.

Based on aggregated 13F filings for Q2 2021.