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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 %
MG
76
Mather Group
Illinois
$28.7M +$2.46M +84,972 +9%
MAM
77
McLean Asset Management
Virginia
$27.2M +$195K +6,775 +0.7%
IA
78
IFG Advisory
Georgia
$26.9M +$26.2K +903 +0.1%
PWM
79
PBMares Wealth Management
Virginia
$26.9M +$6M +206,996 +29%
PCI
80
Planning Center Inc
Illinois
$26.7M +$26.7M +959,289 New
Mariner
81
Mariner
Kansas
$26.6M +$827K +28,555 +3%
CS
82
Comerica Securities
Michigan
$26.5M -$2.41M -83,044 -8%
EWM
83
Empirical Wealth Management
Washington
$26.4M +$263K +9,092 +1%
CAPTRUST Financial Advisors
84
CAPTRUST Financial Advisors
North Carolina
$25.9M +$78.3K +2,702 +0.3%
MML Investors Services
85
MML Investors Services
Massachusetts
$25.6M +$2.21M +76,254 +9%
SFS
86
Sowell Financial Services
Arkansas
$25.4M +$25.4M +876,355 New
CWM
87
Cherrydale Wealth Management
New Jersey
$25.1M +$25.1M +865,700 New
UCFA
88
United Capital Financial Advisors
Texas
$24.6M -$1.33M -45,880 -5%
CSIA
89
Conrad Siegel Investment Advisors
Pennsylvania
$24.2M +$24.2M +909,405 New
VW
90
Vance Wealth
California
$23.9M +$23.9M +823,252 New
KAM
91
Kraft Asset Management
Tennessee
$23.3M +$23.3M +803,589 New
AF
92
Advisornet Financial
Minnesota
$21.6M +$1.42M +48,896 +7%
SWM
93
Soundmark Wealth Management
Washington
$21.6M -$19.8M -683,470 -48%
CPIG
94
Chicago Partners Investment Group
Illinois
$21.3M +$2.26M +83,376 +12%
NWM
95
Northwest Wealth Management
Iowa
$21.3M +$1.93M +66,532 +10%
SSC
96
Syverson Strege & Co
Iowa
$20.2M +$1.26M +43,438 +7%
EH
97
Equitable Holdings
New York
$20M +$1.22M +42,051 +6%
VCM
98
Versant Capital Management
Arizona
$20M +$361K +12,448 +2%
MRWM
99
ML&R Wealth Management
Texas
$19.6M +$19.6M +676,095 New
BAM
100
Baldrige Asset Management
Pennsylvania
$19.3M +$133K +4,582 +0.7%
2 3
4
5 6