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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 %
NEWAS
101
N.E.W. Advisory Services
Wisconsin
$19.1M +$296K +10,214 +2%
MCM
102
Morton Capital Management
California
$17.5M +$17.5M +605,226 New
HFS
103
Heritage Financial Services
Massachusetts
$16.7M +$16.7M +574,854 New
SFA
104
Sequoia Financial Advisors
Ohio
$16.4M +$16.4M +564,847 New
SHFA
105
SC&H Financial Advisors
Maryland
$16M +$16M +553,652 New
Cetera Investment Advisers
106
Cetera Investment Advisers
Illinois
$15.9M +$294K +10,139 +2%
B
107
Bridgeworth
Alabama
$15.5M +$43K +1,486 +0.3%
SDH
108
Sloy Dahl & Holst
Washington
$14.9M – – –
HSG
109
Helen Stephens Group
Texas
$14.3M +$14.3M +493,940 New
MFG
110
Merit Financial Group
Georgia
$14.1M +$29 +1 +0%
TI
111
Truepoint Inc
Ohio
$13.3M +$749K +28,704 +6%
CFO
112
CVA Family Office
Colorado
$13.1M +$13.1M +452,699 New
AW
113
Avion Wealth
Texas
$12.7M -$199K -6,865 -2%
SP
114
Symmetry Partners
Connecticut
$12.3M -$152K -5,234 -1%
RK
115
Rather & Kittrell
Tennessee
$12.1M +$12.1M +418,712 New
IAG
116
Investment Advisory Group
Massachusetts
$11.3M +$11.3M +409,150 New
MIAN
117
Mariner Independent Advisor Network
Kansas
$11.3M +$8.74M +300,519 +343%
FMWA
118
Forvis Mazars Wealth Advisors
Missouri
$11.2M +$56.4K +1,947 +0.5%
Truist Financial
119
Truist Financial
North Carolina
$11.2M -$1.08M -37,370 -9%
MHB
120
Midwest Heritage Bank
Iowa
$11.1M +$11.1M +383,237 New
FAIM
121
Financial Advocates Investment Management
Washington
$10.9M +$1.81M +62,418 +20%
WAG
122
Winthrop Advisory Group
Massachusetts
$10.9M -$255K -8,799 -2%
RFC
123
Regions Financial Corp
Alabama
$10.7M – – –
IAN
124
Integrated Advisors Network
Texas
$10.5M +$149K +5,151 +1%
CFA
125
Cahill Financial Advisors
Minnesota
$10.4M +$1.98M +68,485 +24%
3 4
5
6 7