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Dimensional US Core Equity 2 ETF
DFAC

507 hedge funds and large institutions have $9.75B invested in Dimensional US Core Equity 2 ETF in 2021 Q4 according to their latest regulatory filings, with 134 funds opening new positions, 155 increasing their positions, 109 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,017% more first-time investments, than exits

New positions opened: 134 | Existing positions closed: 12

106% more funds holding in top 10

Funds holding in top 10: 51 → 105 (+54)

72% more capital invested

Capital invested by funds: $5.66B → $9.75B (+$4.09B)

42% more repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 109

31% more funds holding

Funds holding: 388 → 507 (+119)

22.47% more ownership

Funds ownership: 41.9% → 64.36% (+22%)

Holders
507
Holders Change
+119
Holders Change %
+30.67%
% of All Funds
7.8%
Holding in Top 10
105
Holding in Top 10 Change
+54
Holding in Top 10 Change %
+105.88%
% of All Funds
1.62%
New
134
Increased
155
Reduced
109
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KMWM
Keudell/Morrison Wealth Management
Oregon
+$48.1M
2
UB
UMB Bank
Missouri
+$33.9M
3
SFS
Sowell Financial Services
Arkansas
+$24.7M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$22.6M
5
IWC
Integrated Wealth Concepts
Massachusetts
+$18.6M

Top Sellers

Rank Fund Capital Flow
1
HWM
Hemington Wealth Management
Virginia
-$24.1M
2
SWM
Soundmark Wealth Management
Washington
-$19.3M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$15M
4
EAM
Evanson Asset Management
California
-$9.24M
5
PAG
Private Advisor Group
New Jersey
-$8.92M
Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
51
Modera Wealth Management
New Jersey
$48.5M +$5.26M +186,565 +13%
KAM
52
KEB Asset Management
Illinois
$47.9M +$46.7M +1,653,353 New
DHGWA
53
Dixon Hughes Goodman Wealth Advisors
North Carolina
$46.5M +$45.3M +1,603,577 New
UBS Group
54
UBS Group
Switzerland
$45.7M +$1.07M +37,812 +2%
TWA
55
TCI Wealth Advisors
Arizona
$44.9M +$221K +7,833 +0.5%
SC
56
Shearwater Capital
Colorado
$44.1M +$43M +1,523,703 New
LNC
57
Lincoln National Corp
Pennsylvania
$43.8M -$809K -28,667 -2%
PWM
58
Perigon Wealth Management
California
$43.7M +$35.7K +1,264 +0.1%
CL
59
CPWM LLC
Washington
$43.6M – – –
CPA
60
Capital Performance Advisors
California
$42.8M +$45.8M +1,621,666 New
FAAM
61
First Ascent Asset Management
Colorado
$41.8M -$1.05M -37,034 -3%
PAG
62
Private Advisor Group
New Jersey
$41.3M -$8.92M -316,093 -18%
AF
63
Allworth Financial
California
$40.2M +$11.4M +402,465 +41%
NCM
64
New Capital Management
Texas
$39M -$28.6K -1,013 -0.1%
HNWA
65
Henrickson Nauta Wealth Advisors
Michigan
$38.8M +$40.5M +1,434,120 New
BAM
66
Bayshore Asset Management
Florida
$37.4M +$36.5M +1,292,613 New
LFA
67
Lauterbach Financial Advisors
Texas
$37.4M +$36.4M +1,289,313 New
KAS
68
Kestra Advisory Services
Texas
$36.9M -$2.44M -86,357 -6%
UB
69
UMB Bank
Missouri
$36M +$33.9M +1,202,550 +2,975%
DWM
70
Dopkins Wealth Management
New York
$34.5M +$33.6M +1,190,860 New
B
71
BetterWealth
California
$32.9M +$32.1M +1,136,822 New
RCI
72
RS Crum Inc
California
$32.7M +$31.8M +1,127,058 New
CA
73
Claris Advisors
Missouri
$32.1M +$31.3M +1,108,284 New
WP
74
WMS Partners
Maryland
$32.1M -$1.38M -48,872 -4%
ADL
75
Asset Dedication LLC
California
$32M +$3.54M +125,497 +13%
1 2
3
4 5

DFAC Hedge Fund Activity: Q4 2021 in Review

507 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Core Equity 2 ETF (DFAC) for Q4 2021, worth a combined $9.75B — up 72% from $5.66B a quarter earlier.

Buyers outnumbered sellers: 134 funds opened new DFAC positions and 12 closed out — a net gain of 122 holders — while 155 added to existing stakes and 109 trimmed.

The largest buyer was Keudell/Morrison Wealth Management, opening a new position worth an estimated $48.1M. The largest seller was Hemington Wealth Management, exiting entirely with an estimated $24.1M sold.

  • 507 institutional investors held Dimensional US Core Equity 2 ETF (DFAC) as of Q4 2021, up from 388 in Q3 2021.
  • Funds reported $9.75B of Dimensional US Core Equity 2 ETF stock for Q4 2021, up 72% quarter-over-quarter.
  • 134 funds opened new Dimensional US Core Equity 2 ETF positions in Q4 2021 and 12 closed out, a net change of +122 holders.
  • The largest Dimensional US Core Equity 2 ETF buyer in Q4 2021 was Keudell/Morrison Wealth Management, an estimated $48.1M added.
  • The largest Dimensional US Core Equity 2 ETF seller in Q4 2021 was Hemington Wealth Management, an estimated $24.1M sold.

Based on aggregated 13F filings for Q4 2021.