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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 %
Royal Bank of Canada
151
Royal Bank of Canada
Ontario, Canada
$4.86M -$196K -7,116 -4%
SCM
152
Southport Capital Management
Tennessee
$4.81M -$896K -32,476 -16%
Northwestern Mutual Wealth Management
153
Northwestern Mutual Wealth Management
Wisconsin
$4.77M +$69.3K +2,511 +1%
WWP
154
WR Wealth Planners
Missouri
$4.72M +$4.72M +171,286 New
CSWM
155
Cassady Schiller Wealth Management
Ohio
$4.68M +$6.95K +252 +0.1%
PWA
156
Physician Wealth Advisors
Utah
$4.59M +$41.7K +1,572 +0.9%
BWA
157
BlueSky Wealth Advisors
North Carolina
$4.56M – – –
SDWIA
158
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$4.48M +$186K +6,752 +4%
Rockefeller Capital Management
159
Rockefeller Capital Management
New York
$4.14M +$101K +3,656 +2%
IFS
160
Intelligent Financial Strategies
Minnesota
$4.08M +$193 +7 +0%
MGIA
161
Moneta Group Investment Advisors
Missouri
$4.07M -$38.1K -1,382 -0.9%
CIA
162
Caerus Investment Advisors
Texas
$3.97M +$248K +10,038 +7%
WP
163
WealthSource Partners
California
$3.94M +$421K +15,247 +12%
FWP
164
Firethorn Wealth Partners
Georgia
$3.92M +$1.82M +65,868 +87%
HWMA
165
Heritage Wealth Management (Arizona)
Arizona
$3.72M +$3.72M +134,989 New
APW
166
Aurora Private Wealth
New Jersey
$3.69M +$124K +4,493 +3%
PP
167
Prosperity Planning
Missouri
$3.66M – – –
Ameriprise
168
Ameriprise
Minnesota
$3.58M +$3.34M +121,201 +1,441%
BDF
169
Balasa Dinverno & Foltz
$3.44M +$181K +6,548 +6%
FOA
170
Five Oceans Advisors
California
$3.43M +$465K +16,865 +16%
GRP
171
Global Retirement Partners
California
$3.33M +$3.33M +136,131 New
NL
172
NWAM LLC
Washington
$3.25M +$380K +13,795 +13%
BA
173
Bridgewater Advisors
New York
$3.21M +$638K +23,146 +25%
RJT
174
Raymond James Trust
Florida
$3.09M +$347K +12,592 +13%
LFAS
175
Level Four Advisory Services
Texas
$3.08M -$267K -9,670 -8%
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