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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
SWG
76
Summit Wealth Group
Vermont
$8.16M +$8.04M +302,617 New
AL
77
Aspiriant LLC
California
$7.74M +$7.62M +286,890 New
Betterment LLC
78
Betterment LLC
New York
$7.59M +$7.47M +281,292 New
CFA
79
Cahill Financial Advisors
Minnesota
$7.41M +$7.3M +274,635 New
KOMWMG
80
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$7.39M +$7.28M +273,790 New
COF
81
Capital One Financial
Virginia
$6.9M +$6.8M +255,729 New
BJL
82
Brighton Jones LLC
Washington
$6.88M +$6.78M +255,061 New
Creative Planning
83
Creative Planning
Kansas
$6.84M +$6.74M +253,484 New
ZF
84
Zhang Financial
Michigan
$6.83M +$6.73M +253,082 New
JMPWA
85
JP Morgan Private Wealth Advisors
California
$6.45M +$6.35M +239,071 New
AWP
86
Abacus Wealth Partners
California
$6.35M +$6.26M +235,430 New
WFA
87
Wipfli Financial Advisors
Wisconsin
$6.29M +$6.19M +233,029 New
SIAG
88
Safeguard Investment Advisory Group
California
$6.25M +$6.16M +231,746 New
PAS
89
Park Avenue Securities
New York
$6.01M +$5.92M +222,896 New
RSWM
90
Robertson Stephens Wealth Management
California
$5.96M +$5.87M +220,950 New
EWA
91
EP Wealth Advisors
California
$5.82M +$5.73M +215,557 New
Royal Bank of Canada
92
Royal Bank of Canada
Ontario, Canada
$5.78M +$5.69M +214,241 New
DAS
93
Dynamic Advisor Solutions
Arizona
$5.42M +$5.33M +200,716 New
NAS
94
Nicolet Advisory Services
Wisconsin
$5.29M +$5.21M +196,027 New
MAM
95
McCarthy Asset Management
California
$5.2M +$5.12M +192,699 New
RPCA
96
Running Point Capital Advisors
California
$5.2M +$5.12M +192,599 New
NHC
97
Nicholas Hoffman & Company
Georgia
$5.03M +$4.95M +186,373 New
BWA
98
BlueSky Wealth Advisors
North Carolina
$4.97M +$4.89M +184,199 New
PWA
99
Physician Wealth Advisors
Utah
$4.81M +$4.77M +179,558 New
Northern Trust
100
Northern Trust
Illinois
$4.72M +$4.65M +174,947 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.