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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 %
MIAS
176
Mason Investment Advisory Services
Virginia
$1.15M +$1.15M +42,502 New
IC
177
IEQ Capital
California
$1.13M +$1.13M +41,987 New
SAM
178
Silvercrest Asset Management
New York
$1.12M +$1.12M +41,632 New
PCIA
179
Prime Capital Investment Advisors
Kansas
$1.12M +$1.12M +41,559 New
UB
180
UMB Bank
Missouri
$1.09M +$1.09M +40,419 New
FA
181
Fortis Advisors
Pennsylvania
$1.09M +$1.09M +40,423 New
BFS
182
Bard Financial Services
Connecticut
$1.06M +$1.06M +39,335 New
EFL
183
ERn Financial LLC
Wisconsin
$1.05M +$1.05M +38,873 New
MAA
184
Mraz Amerine & Associates
California
$1.03M +$1.03M +38,259 New
Wealth Enhancement Advisory Services
185
Wealth Enhancement Advisory Services
Minnesota
$1.03M +$1.03M +38,382 New
NA
186
NewEdge Advisors
Louisiana
$961K +$961K +35,613 New
CCM
187
Coldstream Capital Management
Washington
$957K +$957K +35,485 New
ECM
188
Evergreen Capital Management
Washington
$952K +$952K +35,283 New
HWA
189
Heritage Wealth Advisors
Virginia
$942K +$942K +34,905 New
FFS
190
Founders Financial Securities
Maryland
$938K +$938K +34,777 New
BCM
191
Brookstone Capital Management
Illinois
$929K +$929K +34,536 New
EW
192
Evoke Wealth
California
$924K +$924K +34,247 New
SMA
193
Sage Mountain Advisors
Georgia
$908K +$908K +33,649 New
CIBC Private Wealth Group
194
CIBC Private Wealth Group
Georgia
$905K +$905K +33,544 New
AWA
195
Arete Wealth Advisors
Illinois
$852K +$852K +31,563 New
Fifth Third Bancorp
196
Fifth Third Bancorp
Ohio
$850K +$850K +31,517 New
CFO
197
Collective Family Office
Pennsylvania
$848K +$848K +31,431 New
ARC
198
Advisor Resource Council
Texas
$837K +$837K +31,007 New
PWLP
199
Prio Wealth Limited Partnership
Massachusetts
$827K +$827K +30,643 New
LWM
200
Liberty Wealth Management
California
$825K +$825K +30,564 New
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