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Dimensional US Core Equity 2 ETF
DFAC

Overview Fund Activity

546 hedge funds and large institutions have $8.59B invested in Dimensional US Core Equity 2 ETF in 2022 Q2 according to their latest regulatory filings, with 120 funds opening new positions, 184 increasing their positions, 131 reducing their positions, and 27 closing their positions.

Holders
546
Holders Change
+87
Holders Change %
+18.95%
% of All Funds
9.23%
Holding in Top 10
115
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+18.56%
% of All Funds
1.94%
New
120
Increased
184
Reduced
131
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$348M
2
GWA
2
Geometric Wealth Advisors
District of Columbia
$88.2M
3
SSC
3
Syverson Strege & Co
Iowa
$64.9M
4
B
4
BetterWealth
California
$59.7M
5
AC
5
Apella Capital
Connecticut
$57.9M

Top Sellers

1
CIAS
1
CFS Investment Advisory Services
New Jersey
$6.75M
2
CFA
2
Capstone Financial Advisors
Illinois
$97.5M
3
TI
3
Truepoint Inc
Ohio
$0
4
EVM
4
Eaton Vance Management
Massachusetts
$0
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$365M
Name Holding Trade Value Shares
Change 		Shares
Change %
KMWM
76
Keudell/Morrison Wealth Management
Oregon
$28M -$2.63M -112,946 -9%
BAM
77
Bayshore Asset Management
Florida
$27.8M -$1.56M -67,099 -5%
DWM
78
Dopkins Wealth Management
New York
$27.8M +$72.2K +3,100 +0.3%
EWA
79
EP Wealth Advisors
California
$27M -$334K -14,351 -1%
RCI
80
RS Crum Inc
California
$26.8M +$653K +28,041 +2%
HWM
81
Hemington Wealth Management
Virginia
$26.2M +$4.04M +173,362 +18%
WP
82
WMS Partners
Maryland
$24.6M -$735K -31,533 -3%
PCI
83
Planning Center Inc
Illinois
$24.4M +$24.4M +1,037,327 New
FW
84
FirstPurpose Wealth
Utah
$23.9M +$23.9M +1,025,467 New
MAM
85
McLean Asset Management
Virginia
$23.3M +$23.3M +988,750 New
PWM
86
PBMares Wealth Management
Virginia
$23.1M +$23.1M +991,361 New
IA
87
IFG Advisory
Georgia
$21.7M +$21.7M +930,971 New
MML Investors Services
88
MML Investors Services
Massachusetts
$21.5M +$14K +602 +0.1%
AC
89
Applied Capital
Arkansas
$21.3M +$2.24M +96,074 +12%
MG
90
Mather Group
Illinois
$21.1M +$964K +41,380 +5%
CWM
91
Cherrydale Wealth Management
New Jersey
$20.5M -$1.69M -72,359 -8%
EWM
92
Empirical Wealth Management
Washington
$20.3M -$969K -41,593 -5%
KAM
93
Kraft Asset Management
Tennessee
$20.3M -$518K -22,215 -2%
CS
94
Comerica Securities
Michigan
$20M -$1.39M -59,568 -6%
CAPTRUST Financial Advisors
95
CAPTRUST Financial Advisors
North Carolina
$19.9M +$2.24M +96,174 +13%
UCFA
96
United Capital Financial Advisors
Texas
$19.7M -$161K -6,898 -0.8%
SHFA
97
SC&H Financial Advisors
Maryland
$19.4M +$2.51M +107,775 +15%
SP
98
Symmetry Partners
Connecticut
$19M +$3.89M +167,008 +26%
NWM
99
Northwest Wealth Management
Iowa
$18.2M +$18.2M +780,687 New
PCM
100
Passive Capital Management
Maryland
$18.2M +$18.2M +780,097 New
2 3
4
5 6