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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.

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

Top Sellers

1
CIAS
CFS Investment Advisory Services
New Jersey
$6.75M
2
CFA
Capstone Financial Advisors
Illinois
$97.5M
3
TI
Truepoint Inc
Ohio
$0
4
EVM
Eaton Vance Management
Massachusetts
$0
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$365M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
101
Bank of America
North Carolina
$18M +$13.6M +581,976 +308%
AC
102
AWM Capital
Arizona
$17.4M +$8.88M +381,005 +104%
VCM
103
Versant Capital Management
Arizona
$17.3M +$294K +12,599 +2%
HSG
104
Helen Stephens Group
Texas
$17.2M +$1.18M +50,643 +7%
LPWM
105
Lake Point Wealth Management
Texas
$17.1M +$17.1M +732,268 New
EH
106
Equitable Holdings
New York
$17.1M +$629K +27,012 +4%
CSIA
107
Conrad Siegel Investment Advisors
Pennsylvania
$16.8M -$5.08M -217,872 -23%
MHB
108
Midwest Heritage Bank
Iowa
$16.7M -$341K -14,640 -2%
SWM
109
Soundmark Wealth Management
Washington
$16.7M -$505K -21,686 -3%
MCM
110
Morton Capital Management
California
$16.6M +$2.15M +92,213 +15%
MRWM
111
ML&R Wealth Management
Texas
$16.4M +$300K +12,877 +2%
BAM
112
Baldrige Asset Management
Pennsylvania
$15.6M -$382K -16,402 -2%
CPIG
113
Chicago Partners Investment Group
Illinois
$15.1M -$4.58M -180,357 -23%
Creative Planning
114
Creative Planning
Kansas
$14.8M +$7.53M +323,127 +103%
CA
115
Cetera Advisors
Colorado
$14.7M +$512K +21,993 +4%
NEWAS
116
N.E.W. Advisory Services
Wisconsin
$14.4M +$14.4M +616,834 New
BJL
117
Brighton Jones LLC
Washington
$14.3M +$1,000K +42,911 +7%
SFA
118
Sequoia Financial Advisors
Ohio
$13.7M +$222K +9,510 +2%
Cetera Investment Advisers
119
Cetera Investment Advisers
Illinois
$13M +$106K +4,569 +0.8%
B
120
Bridgeworth
Alabama
$12.8M +$394K +16,911 +3%
Betterment LLC
121
Betterment LLC
New York
$12.7M +$2.25M +96,770 +22%
MIAN
122
Mariner Independent Advisor Network
Kansas
$12.5M +$1.58M +66,963 +15%
CFO
123
CVA Family Office
Colorado
$12M +$125K +5,383 +1%
KAM
124
Knightsbridge Asset Management
California
$11.8M +$11.8M +506,083 New
WAP
125
Wealthcare Advisory Partners
Pennsylvania
$11.8M +$11.8M +504,460 New
3 4
5
6 7