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Dimensional US Core Equity 2 ETF
DFAC

Overview Fund Activity

504 hedge funds and large institutions have $9.67B invested in Dimensional US Core Equity 2 ETF in 2021 Q4 according to their latest regulatory filings, with 133 funds opening new positions, 155 increasing their positions, 108 reducing their positions, and 12 closing their positions.

Holders
504
Holders Change
+118
Holders Change %
+30.57%
% of All Funds
7.78%
Holding in Top 10
103
Holding in Top 10 Change
+53
Holding in Top 10 Change %
+106%
% of All Funds
1.59%
New
133
Increased
155
Reduced
108
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KMWM
1
Keudell/Morrison Wealth Management
Oregon
$49.4M
2
UB
2
UMB Bank
Missouri
$36M
3
SFS
3
Sowell Financial Services
Arkansas
$25.4M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$97.9M
5
IWC
5
Integrated Wealth Concepts
Massachusetts
$57M

Top Sellers

1
HWM
1
Hemington Wealth Management
Virginia
$0
2
SWM
2
Soundmark Wealth Management
Washington
$21.6M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$443M
4
EAM
4
Evanson Asset Management
California
$115M
5
PAG
5
Private Advisor Group
New Jersey
$41.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
KAM
51
KEB Asset Management
Illinois
$47.9M +$47.9M +1,653,353 New
DHGWA
52
Dixon Hughes Goodman Wealth Advisors
North Carolina
$46.5M +$46.5M +1,603,577 New
UBS Group
53
UBS Group
Switzerland
$45.7M +$1.1M +37,812 +2%
TWA
54
TCI Wealth Advisors
Arizona
$44.9M +$227K +7,833 +0.5%
SC
55
Shearwater Capital
Colorado
$44.1M +$44.1M +1,523,703 New
LNC
56
Lincoln National Corp
Pennsylvania
$43.8M -$830K -28,667 -2%
PWM
57
Perigon Wealth Management
California
$43.7M +$36.6K +1,264 +0.1%
CL
58
CPWM LLC
Washington
$43.6M – – –
CPA
59
Capital Performance Advisors
California
$42.8M +$42.8M +1,621,666 New
FAAM
60
First Ascent Asset Management
Colorado
$41.8M -$1.07M -37,034 -3%
PAG
61
Private Advisor Group
New Jersey
$41.3M -$9.16M -316,093 -18%
AF
62
Allworth Financial
California
$40.2M +$11.7M +402,465 +41%
NCM
63
New Capital Management
Texas
$39M -$29.3K -1,013 -0.1%
HNWA
64
Henrickson Nauta Wealth Advisors
Michigan
$38.8M +$38.8M +1,434,120 New
BAM
65
Bayshore Asset Management
Florida
$37.4M +$37.4M +1,292,613 New
LFA
66
Lauterbach Financial Advisors
Texas
$37.4M +$37.4M +1,289,313 New
KAS
67
Kestra Advisory Services
Texas
$36.9M -$2.5M -86,357 -6%
UB
68
UMB Bank
Missouri
$36M +$34.8M +1,202,550 +2,975%
DWM
69
Dopkins Wealth Management
New York
$34.5M +$34.5M +1,190,860 New
B
70
BetterWealth
California
$32.9M +$32.9M +1,136,822 New
RCI
71
RS Crum Inc
California
$32.7M +$32.7M +1,127,058 New
CA
72
Claris Advisors
Missouri
$32.1M +$32.1M +1,108,284 New
WP
73
WMS Partners
Maryland
$32.1M -$1.42M -48,872 -4%
ADL
74
Asset Dedication LLC
California
$32M +$3.64M +125,497 +13%
FW
75
FirstPurpose Wealth
Utah
$30.1M +$30.1M +1,039,349 New
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3
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