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Dimensional US Core Equity 2 ETF
DFAC

Overview Fund Activity

353 hedge funds and large institutions have $5.62B invested in Dimensional US Core Equity 2 ETF in 2021 Q2 according to their latest regulatory filings, with 352 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
353
Holders Change
+352
Holders Change %
+35,200%
% of All Funds
6.16%
Holding in Top 10
47
Holding in Top 10 Change
+47
Holding in Top 10 Change %
%
% of All Funds
0.82%
New
352
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BSW
1
Buckingham Strategic Wealth
Missouri
$885M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$434M
3
LPL Financial
3
LPL Financial
California
$357M
4
PL
4
Plancorp LLC
Missouri
$311M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$189M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Shares
Change %
Cerity Partners
151
Cerity Partners
New York
$1.54M +$1.54M +56,975 New
LFG
152
Larson Financial Group
Missouri
$1.52M +$1.52M +56,306 New
YAL
153
Your Advocates Ltd
Texas
$1.5M +$1.5M +55,584 New
RCAG
154
Rehmann Capital Advisory Group
Michigan
$1.48M +$1.48M +55,011 New
PSUF
155
People's United Financial
Connecticut
$1.48M +$1.48M +54,690 New
SFM
156
Signet Financial Management
New Jersey
$1.44M +$1.44M +53,335 New
Janney Montgomery Scott
157
Janney Montgomery Scott
Pennsylvania
$1.41M +$1.41M +52,198 New
GAM
158
Gemmer Asset Management
California
$1.37M +$1.37M +50,794 New
EA
159
Efficient Advisors
Ohio
$1.37M +$1.37M +50,741 New
CPWM
160
Cardinal Point Wealth Management
California
$1.36M +$1.36M +50,297 New
WWM
161
Western Wealth Management
Colorado
$1.34M +$1.34M +49,698 New
WS
162
Wedbush Securities
California
$1.33M +$1.33M +49,189 New
CB
163
Commerce Bank
Missouri
$1.31M +$1.31M +48,459 New
BCP
164
Blue Chip Partners
Michigan
$1.28M +$1.28M +47,521 New
DADC
165
D.A. Davidson & Co
Montana
$1.25M +$1.25M +46,207 New
BP
166
Ballentine Partners
Massachusetts
$1.25M +$1.25M +46,170 New
JPMorgan Chase & Co
167
JPMorgan Chase & Co
New York
$1.23M +$1.23M +45,719 New
CWM
168
Connecticut Wealth Management
Connecticut
$1.23M +$1.23M +45,500 New
PIFP
169
Partners in Financial Planning
Virginia
$1.22M +$1.22M +45,283 New
GRP
170
Global Retirement Partners
California
$1.21M +$1.21M +44,838 New
TIM
171
Tortoise Investment Management
New York
$1.19M +$1.19M +44,227 New
Baird Financial Group
172
Baird Financial Group
Wisconsin
$1.18M +$1.18M +43,756 New
RJA
173
Raymond James & Associates
Florida
$1.16M +$1.16M +42,860 New
MWM
174
Mission Wealth Management
California
$1.15M +$1.15M +42,730 New
PMG
175
ProVise Management Group
Florida
$1.15M +$1.15M +42,575 New
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