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Dimensional US Core Equity 2 ETF
DFAC

Overview Fund Activity

386 hedge funds and large institutions have $5.64B invested in Dimensional US Core Equity 2 ETF in 2021 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 122 increasing their positions, 105 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
386
Holders Change
+33
Holders Change %
+9.35%
% of All Funds
6.78%
Holding in Top 10
50
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.38%
% of All Funds
0.88%
New
61
Increased
122
Reduced
105
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SWA
Sax Wealth Advisors
New Jersey
$46.8M
2
BSW
Buckingham Strategic Wealth
Missouri
$907M
3
HWM
Hemington Wealth Management
Virginia
$24.1M
4
AF
Advisornet Financial
Minnesota
$18.5M
5
VCM
Versant Capital Management
Arizona
$18M

Top Sellers

1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$55.7M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$68.5M
3
Osaic Holdings
Osaic Holdings
Arizona
$52.8M
4
CFO
CVA Family Office
Colorado
$0
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$420M
Name Holding Trade Value Shares
Change 		Shares
Change %
Rockefeller Capital Management
126
Rockefeller Capital Management
New York
$2.55M +$63.4K +2,389 +3%
SIA
127
SkyView Investment Advisors
New Jersey
$2.49M +$2.49M +93,761 New
BA
128
Bridgewater Advisors
New York
$2.48M +$345 +13 +0%
WFA
129
WestHill Financial Advisors
California
$2.47M +$2.47M +92,979 New
AWM
130
Aprio Wealth Management
Georgia
$2.42M -$4.7K -177 -0.2%
Fidelity Investments
131
Fidelity Investments
Massachusetts
$2.4M -$43.2K -1,626 -2%
AM
132
Atwater Malick
Pennsylvania
$2.38M +$6.48K +244 +0.3%
TF
133
TIAA FSB
Florida
$2.37M -$68.9K -2,593 -3%
MIAN
134
Mariner Independent Advisor Network
Kansas
$2.36M – – –
MAA
135
Mraz Amerine & Associates
California
$2.32M +$1.3M +49,000 +128%
CW
136
CreativeOne Wealth
Kansas
$2.31M +$6.46K +243 +0.3%
BlackRock
137
BlackRock
New York
$2.31M -$6.8K -256 -0.3%
NL
138
NWAM LLC
Washington
$2.3M +$272K +10,240 +13%
CAN
139
Cetera Advisor Networks
California
$2.29M +$449K +16,888 +24%
CWG
140
Cornerstone Wealth Group
North Carolina
$2.23M – – –
KF
141
Krilogy Financial
Missouri
$2.22M -$77.2K -2,907 -3%
RJT
142
Raymond James Trust
Florida
$2.19M – – –
FG
143
Foster Group
Iowa
$2.18M +$27 +1 +0%
CCM
144
Carlson Capital Management
Minnesota
$2.13M -$45.1K -1,699 -2%
AWM
145
AE Wealth Management
Kansas
$2.05M -$555K -20,896 -21%
MA
146
Mutual Advisors
Nebraska
$2.04M +$147K +5,547 +8%
Financial Engines Advisors
147
Financial Engines Advisors
California
$2.02M +$2.02M +76,205 New
CAMG
148
CWA Asset Management Group
Florida
$1.96M +$904 +34 +0%
WCWM
149
Willow Creek Wealth Management
California
$1.95M -$2.44K -92 -0.1%
DW
150
Domani Wealth
Pennsylvania
$1.95M +$4.52K +170 +0.2%
4 5
6
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