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Dimensional US Core Equity 2 ETF
DFAC

354 hedge funds and large institutions have $5.65B invested in Dimensional US Core Equity 2 ETF in 2021 Q2 according to their latest regulatory filings, with 354 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

42.16% more ownership

Funds ownership: 0% → 42.16% (+42%)

Holders
354
Holders Change
+354
Holders Change %
–
% of All Funds
6.16%
Holding in Top 10
48
Holding in Top 10 Change
+48
Holding in Top 10 Change %
% of All Funds
0.84%
New
354
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BSW
Buckingham Strategic Wealth
Missouri
+$871M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$427M
3
LPL Financial
LPL Financial
California
+$352M
4
PL
Plancorp LLC
Missouri
+$306M
5
HighTower Advisors
HighTower Advisors
Illinois
+$186M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
MIAN
126
Mariner Independent Advisor Network
Kansas
$2.37M +$2.33M +87,739 New
BlackRock
127
BlackRock
New York
$2.35M +$2.31M +87,067 New
CW
128
CreativeOne Wealth
Kansas
$2.34M +$2.3M +86,741 New
KF
129
Krilogy Financial
Missouri
$2.33M +$2.3M +86,529 New
RJT
130
Raymond James Trust
Florida
$2.23M +$2.19M +82,503 New
FG
131
Foster Group
Iowa
$2.21M +$2.18M +81,905 New
CCM
132
Carlson Capital Management
Minnesota
$2.21M +$2.18M +81,928 New
AIC
133
Ameritas Investment Company
Nebraska
$2.19M +$2.09M +78,682 New
CWG
134
Cornerstone Wealth Group
North Carolina
$2.19M +$2.23M +83,926 New
Carson Wealth (CWM LLC)
135
Carson Wealth (CWM LLC)
Nebraska
$2.17M +$2.14M +80,507 New
NL
136
NWAM LLC
Washington
$2.06M +$2.02M +76,168 New
FWP
137
Firethorn Wealth Partners
Georgia
$2.05M +$2.02M +75,999 New
CAMG
138
CWA Asset Management Group
Florida
$1.99M +$1.96M +73,835 New
WCWM
139
Willow Creek Wealth Management
California
$1.98M +$1.95M +73,498 New
DW
140
Domani Wealth
Pennsylvania
$1.97M +$1.94M +73,171 New
MWM
141
Marietta Wealth Management
Georgia
$1.92M +$1.89M +71,140 New
MA
142
Mutual Advisors
Nebraska
$1.92M +$1.89M +71,036 New
OPWM
143
Oakwell Private Wealth Management
Texas
$1.91M +$1.88M +70,827 New
CAN
144
Cetera Advisor Networks
California
$1.87M +$1.84M +69,354 New
BDF
145
Balasa Dinverno & Foltz
$1.84M +$1.82M +68,385 New
CWA
146
Clarus Wealth Advisors
Arizona
$1.83M +$1.79M +67,513 New
AFA
147
American Financial Advisors
Georgia
$1.78M +$1.76M +66,164 New
CPWM
148
Cypress Point Wealth Management
Texas
$1.7M +$1.68M +63,162 New
Wells Fargo
149
Wells Fargo
California
$1.65M +$1.63M +61,257 New
KPWS
150
Kestra Private Wealth Services
Texas
$1.56M +$1.54M +57,866 New
4 5
6
7 8

DFAC Hedge Fund Activity: Q2 2021 in Review

354 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Core Equity 2 ETF (DFAC) for Q2 2021, worth a combined $5.65B.

Buyers outnumbered sellers: 354 funds opened new DFAC positions and 0 closed out — a net gain of 354 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Buckingham Strategic Wealth, opening a new position worth an estimated $871M.

  • 354 institutional investors held Dimensional US Core Equity 2 ETF (DFAC) as of Q2 2021, up from 0 in Q1 2021.
  • Funds reported $5.65B of Dimensional US Core Equity 2 ETF stock for Q2 2021.
  • 354 funds opened new Dimensional US Core Equity 2 ETF positions in Q2 2021 and 0 closed out, a net change of +354 holders.
  • The largest Dimensional US Core Equity 2 ETF buyer in Q2 2021 was Buckingham Strategic Wealth, an estimated $871M added.

Based on aggregated 13F filings for Q2 2021.