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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
1
Forum Financial Management
Illinois
$777M
2
FPAS
2
Focus Partners Advisor Solutions
Missouri
$172M
3
BPA
3
Beacon Pointe Advisors
California
$35.9M
4
EWA
4
EP Wealth Advisors
California
$32.3M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$125M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$0
2
GWA
2
Geometric Wealth Advisors
District of Columbia
$0
3
AC
3
Apella Capital
Connecticut
$0
4
IWC
4
Integrated Wealth Concepts
Massachusetts
$2.28M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$5.33M
Name Holding Trade Value Shares
Change 		Shares
Change %
HFS
51
Heritage Financial Services
Massachusetts
$43.6M +$27.8M +1,007,597 +175%
CL
52
CPWM LLC
Washington
$43.3M -$1.92M -69,794 -4%
FAAM
53
First Ascent Asset Management
Colorado
$42.6M +$2.77M +100,393 +7%
LNC
54
Lincoln National Corp
Pennsylvania
$41.8M +$101K +3,658 +0.2%
SC
55
Shearwater Capital
Colorado
$41.7M -$366K -13,250 -0.9%
PWM
56
Perigon Wealth Management
California
$41.6M +$36.7K +1,332 +0.1%
AF
57
Allworth Financial
California
$40.1M +$1.79M +65,022 +5%
HNWA
58
Henrickson Nauta Wealth Advisors
Michigan
$39.6M +$74.2K +2,689 +0.2%
KAS
59
Kestra Advisory Services
Texas
$37.4M +$2.25M +81,421 +6%
KMWM
60
Keudell/Morrison Wealth Management
Oregon
$36.2M -$10.8M -391,109 -23%
ADL
61
Asset Dedication LLC
California
$36M +$5.51M +199,889 +18%
LFA
62
Lauterbach Financial Advisors
Texas
$36M +$407K +14,773 +1%
BPA
63
Beacon Pointe Advisors
California
$35.9M +$34.9M +1,265,859 +3,526%
BAM
64
Bayshore Asset Management
Florida
$34.8M -$870K -31,534 -2%
MHS
65
M Holdings Securities
Oregon
$34.4M +$34.4M +1,246,655 New
UB
66
UMB Bank
Missouri
$34.3M +$50.3K +1,824 +0.1%
CA
67
Claris Advisors
Missouri
$33M +$2.46M +89,274 +8%
DWM
68
Dopkins Wealth Management
New York
$32.8M -$78.1K -2,833 -0.2%
EWA
69
EP Wealth Advisors
California
$32.3M +$32.3M +1,172,179 New
RCI
70
RS Crum Inc
California
$31M -$124K -4,509 -0.4%
WP
71
WMS Partners
Maryland
$30M -$526K -19,074 -2%
CWR
72
Chico Wealth RIA
California
$27.2M +$27.2M +986,460 New
HWM
73
Hemington Wealth Management
Virginia
$26.3M +$26.3M +952,935 New
CWM
74
Cherrydale Wealth Management
New Jersey
$26.2M +$2.33M +84,553 +10%
CSIA
75
Conrad Siegel Investment Advisors
Pennsylvania
$25.8M +$767K +27,812 +3%
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