DFAC icon

Dimensional US Core Equity 2 ETF
DFAC

Overview Fund Activity

386 hedge funds and large institutions have $5.64B invested in Dimensional US Core Equity 2 ETF in 2021 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 122 increasing their positions, 105 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
386
Holders Change
+33
Holders Change %
+9.35%
% of All Funds
6.78%
Holding in Top 10
50
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.38%
% of All Funds
0.88%
New
61
Increased
122
Reduced
105
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SWA
1
Sax Wealth Advisors
New Jersey
$46.8M
2
BSW
2
Buckingham Strategic Wealth
Missouri
$907M
3
HWM
3
Hemington Wealth Management
Virginia
$24.1M
4
AF
4
Advisornet Financial
Minnesota
$18.5M
5
VCM
5
Versant Capital Management
Arizona
$18M

Top Sellers

1
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$55.7M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$68.5M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$52.8M
4
CFO
4
CVA Family Office
Colorado
$0
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$420M
Name Holding Trade Value Shares
Change 		Shares
Change %
WFA
76
Websterrogers Financial Advisors
South Carolina
$8.59M -$3.22K -121 -0%
FAIM
77
Financial Advocates Investment Management
Washington
$8.34M +$134K +5,042 +2%
DAS
78
Dynamic Advisor Solutions
Arizona
$8.13M +$2.8M +105,402 +53%
RWI
79
Red Wave Investments
Pennsylvania
$8.11M +$8.11M +305,191 New
CWM
80
Cedar Wealth Management
California
$8.07M -$36.8K -1,385 -0.5%
Creative Planning
81
Creative Planning
Kansas
$7.85M +$1.11M +41,767 +16%
PAS
82
Park Avenue Securities
New York
$7.81M +$1.88M +70,842 +32%
CFA
83
Cahill Financial Advisors
Minnesota
$7.68M +$387K +14,562 +5%
AL
84
Aspiriant LLC
California
$7.62M +$239 +9 +0%
SWG
85
Summit Wealth Group
Vermont
$7.59M -$450K -16,918 -6%
AC
86
AWM Capital
Arizona
$7.5M +$7.5M +259,045 New
BJL
87
Brighton Jones LLC
Washington
$6.91M +$137K +5,155 +2%
COF
88
Capital One Financial
Virginia
$6.66M -$137K -5,175 -2%
ZF
89
Zhang Financial
Michigan
$6.65M -$73.1K -2,752 -1%
Betterment LLC
90
Betterment LLC
New York
$6.32M -$1.15M -43,267 -15%
SIAG
91
Safeguard Investment Advisory Group
California
$6.29M +$130K +4,901 +2%
WFA
92
Wipfli Financial Advisors
Wisconsin
$6.08M -$114K -4,309 -2%
AWP
93
Abacus Wealth Partners
California
$6M -$258K -9,710 -4%
JPMPWA
94
J.P. Morgan Private Wealth Advisors
California
$5.94M -$408K -15,354 -6%
RSWM
95
Robertson Stephens Wealth Management
California
$5.87M – – –
WAP
96
Wealthcare Advisory Partners
Pennsylvania
$5.68M +$1.86M +70,172 +49%
NAS
97
Nicolet Advisory Services
Wisconsin
$5.2M -$6.7K -252 -0.1%
APA
98
American Portfolios Advisors
New York
$5.18M +$999K +37,610 +24%
RPCA
99
Running Point Capital Advisors
California
$5.12M – – –
WWM
100
WJ Wealth Management
Arizona
$5.07M +$5.07M +190,730 New
2 3
4
5 6