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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.

New
Increased
Maintained
Reduced
Closed
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
Keudell/Morrison Wealth Management
Oregon
$49.4M
2
UB
UMB Bank
Missouri
$36M
3
SFS
Sowell Financial Services
Arkansas
$25.4M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$97.9M
5
IWC
Integrated Wealth Concepts
Massachusetts
$57M

Top Sellers

1
HWM
Hemington Wealth Management
Virginia
$0
2
SWM
Soundmark Wealth Management
Washington
$21.6M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$443M
4
EAM
Evanson Asset Management
California
$115M
5
PAG
Private Advisor Group
New Jersey
$41.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
126
Schubert & Co
Texas
$10.2M +$10.2M +350,687 New
MG
127
MilWealth Group
Wisconsin
$9.83M +$22.8K +787 +0.2%
BJL
128
Brighton Jones LLC
Washington
$9.83M +$2.29M +79,152 +30%
Betterment LLC
129
Betterment LLC
New York
$9.67M +$2.78M +95,827 +40%
WAP
130
Wealthcare Advisory Partners
Pennsylvania
$9.47M +$3.27M +112,888 +53%
PAS
131
Park Avenue Securities
New York
$8.88M +$366K +12,629 +4%
CWM
132
Cedar Wealth Management
California
$8.8M – – –
Creative Planning
133
Creative Planning
Kansas
$8.68M +$124K +4,274 +1%
RWI
134
Red Wave Investments
Pennsylvania
$8.62M -$224K -7,746 -3%
WFA
135
Websterrogers Financial Advisors
South Carolina
$8.37M -$1M -34,658 -11%
AL
136
Aspiriant LLC
California
$8.31M +$406 +14 +0%
DAS
137
Dynamic Advisor Solutions
Arizona
$8M -$872K -30,091 -10%
SWG
138
Summit Wealth Group
Vermont
$7.9M -$374K -12,895 -5%
ZF
139
Zhang Financial
Michigan
$7.26M +$7.68K +265 +0.1%
SOAG
140
Silver Oak Advisory Group
Oregon
$7.07M +$7.07M +244,099 New
COF
141
Capital One Financial
Virginia
$6.9M -$358K -12,348 -5%
SIAG
142
Safeguard Investment Advisory Group
California
$6.88M +$24.7K +854 +0.4%
AC
143
AWM Capital
Arizona
$6.83M -$676K -23,340 -9%
IAG
144
Investmark Advisory Group
Connecticut
$6.79M +$6.79M +234,515 New
FPCP
145
Fort Point Capital Partners
California
$6.58M +$6.58M +227,267 New
MFC
146
Morris Financial Concepts
South Carolina
$6.56M +$6.56M +226,363 New
JPMPWA
147
J.P. Morgan Private Wealth Advisors
California
$6.48M – – –
RSWM
148
Robertson Stephens Wealth Management
California
$6.4M -$348 -12 -0%
AWP
149
Abacus Wealth Partners
California
$6.37M -$167K -5,776 -3%
1WM
150
1900 Wealth Management
Texas
$6.1M +$4.97M +171,363 +438%
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