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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 %
APA
151
American Portfolios Advisors
New York
$6.09M +$449K +15,516 +8%
SCM
152
Southport Capital Management
Tennessee
$5.99M +$1.13M +39,059 +23%
WWM
153
WJ Wealth Management
Arizona
$5.9M +$369K +12,744 +7%
WFA
154
Wipfli Financial Advisors
Wisconsin
$5.77M -$857K -29,574 -13%
RPCA
155
Running Point Capital Advisors
California
$5.58M – – –
NAS
156
Nicolet Advisory Services
Wisconsin
$5.55M -$125K -4,324 -2%
NHC
157
Nicholas Hoffman & Company
Georgia
$5.4M +$87 +3 +0%
EWA
158
EverSource Wealth Advisors
Alabama
$5.35M +$5.35M +184,734 New
Royal Bank of Canada
159
Royal Bank of Canada
Ontario, Canada
$5.31M +$307K +10,611 +6%
OPS
160
Orion Portfolio Solutions
Nebraska
$5.28M +$734K +25,336 +16%
SPI
161
Sutton Place Investors
New York
$5.22M +$5.22M +180,004 New
Northwestern Mutual Wealth Management
162
Northwestern Mutual Wealth Management
Wisconsin
$4.93M +$59.2K +2,042 +1%
CSWM
163
Cassady Schiller Wealth Management
Ohio
$4.91M +$4.91M +169,385 New
PWA
164
Physician Wealth Advisors
Utah
$4.91M -$265K -9,282 -5%
BWA
165
BlueSky Wealth Advisors
North Carolina
$4.79M -$400K -13,814 -8%
SDWIA
166
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$4.51M +$302K +10,414 +7%
CIA
167
Caerus Investment Advisors
Texas
$4.37M +$4.37M +150,863 New
MGIA
168
Moneta Group Investment Advisors
Missouri
$4.31M -$232 -8 -0%
IFS
169
Intelligent Financial Strategies
Minnesota
$4.28M +$4.28M +147,766 New
Rockefeller Capital Management
170
Rockefeller Capital Management
New York
$4.24M +$1.47M +50,697 +53%
OMC
171
Old Mission Capital
Illinois
$4.07M +$4.07M +140,527 New
GWS
172
Glassman Wealth Services
Virginia
$3.85M – – –
APW
173
Aurora Private Wealth
New Jersey
$3.75M -$19.3K -667 -0.5%
US Bancorp
174
US Bancorp
Minnesota
$3.74M +$2.17M +75,010 +138%
WP
175
WealthSource Partners
California
$3.7M +$3.7M +127,706 New
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7
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