DFAC icon

Dimensional US Core Equity 2 ETF
DFAC

Overview Fund Activity

459 hedge funds and large institutions have $8.78B invested in Dimensional US Core Equity 2 ETF in 2022 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 187 increasing their positions, 113 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
459
Holders Change
-45
Holders Change %
-8.93%
% of All Funds
7.26%
Holding in Top 10
97
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-5.83%
% of All Funds
1.54%
New
46
Increased
187
Reduced
113
Closed
85
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FFM
Forum Financial Management
Illinois
$777M
2
FPAS
Focus Partners Advisor Solutions
Missouri
$172M
3
BPA
Beacon Pointe Advisors
California
$35.9M
4
EWA
EP Wealth Advisors
California
$32.3M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$125M

Top Sellers

1
LPL Financial
LPL Financial
California
$0
2
GWA
Geometric Wealth Advisors
District of Columbia
$0
3
AC
Apella Capital
Connecticut
$0
4
IWC
Integrated Wealth Concepts
Massachusetts
$2.28M
5
Osaic Holdings
Osaic Holdings
Arizona
$5.33M
Name Holding Trade Value Shares
Change 		Shares
Change %
PPA
126
Parametric Portfolio Associates
Washington
$8.23M +$8.23M +298,350 New
RWI
127
Red Wave Investments
Pennsylvania
$8.15M -$54.8K -1,986 -0.7%
AL
128
Aspiriant LLC
California
$7.9M -$11.3K -409 -0.1%
RRCM
129
Rappaport Reiches Capital Management
Illinois
$7.74M +$7.74M +280,750 New
FPCP
130
Fort Point Capital Partners
California
$7.28M +$1.02M +36,847 +16%
CA
131
CGN Advisors
Kansas
$6.82M +$3.48M +126,317 +105%
MFC
132
Morris Financial Concepts
South Carolina
$6.81M +$563K +20,423 +9%
1WM
133
1900 Wealth Management
Texas
$6.79M +$984K +35,696 +17%
SOAG
134
Silver Oak Advisory Group
Oregon
$6.78M +$42.9K +1,557 +0.6%
IAG
135
Investmark Advisory Group
Connecticut
$6.43M -$36K -1,305 -0.6%
EWA
136
EverSource Wealth Advisors
Alabama
$6.3M +$1.21M +43,808 +24%
JPMPWA
137
J.P. Morgan Private Wealth Advisors
California
$6.15M -$20.9K -759 -0.3%
APA
138
American Portfolios Advisors
New York
$6.11M +$308K +11,172 +5%
RSWM
139
Robertson Stephens Wealth Management
California
$6.09M – – –
WFA
140
Wipfli Financial Advisors
Wisconsin
$5.77M +$282K +10,218 +5%
OPS
141
Orion Portfolio Solutions
Nebraska
$5.59M +$562K +20,371 +11%
Jane Street
142
Jane Street
New York
$5.45M +$5.45M +197,564 New
Osaic Holdings
143
Osaic Holdings
Arizona
$5.33M -$48M -1,739,370 -90%
RPCA
144
Running Point Capital Advisors
California
$5.31M – – –
MAM
145
McCarthy Asset Management
California
$5.31M +$5.31M +192,600 New
AWP
146
Abacus Wealth Partners
California
$5.28M -$791K -28,668 -13%
Bank of America
147
Bank of America
North Carolina
$5.2M +$3.73M +135,430 +254%
SPI
148
Sutton Place Investors
New York
$5.15M +$432K +16,469 +9%
NHC
149
Nicholas Hoffman & Company
Georgia
$5.14M +$55 +2 +0%
CG
150
Colony Group
Massachusetts
$4.9M +$1.7M +61,484 +53%
4 5
6
7 8