We are live on ! Find out more
DFAC icon

Dimensional US Core Equity 2 ETF
DFAC

354 hedge funds and large institutions have $5.65B invested in Dimensional US Core Equity 2 ETF in 2021 Q2 according to their latest regulatory filings, with 354 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

42.16% more ownership

Funds ownership: 0% → 42.16% (+42%)

Holders
354
Holders Change
+354
Holders Change %
–
% of All Funds
6.16%
Holding in Top 10
48
Holding in Top 10 Change
+48
Holding in Top 10 Change %
% of All Funds
0.84%
New
354
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BSW
Buckingham Strategic Wealth
Missouri
+$871M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$427M
3
LPL Financial
LPL Financial
California
+$352M
4
PL
Plancorp LLC
Missouri
+$306M
5
HighTower Advisors
HighTower Advisors
Illinois
+$186M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
PMG
176
ProVise Management Group
Florida
$1.15M +$1.13M +42,575 New
MIAS
177
Mason Investment Advisory Services
Virginia
$1.15M +$1.13M +42,502 New
IC
178
IEQ Capital
California
$1.13M +$1.12M +41,987 New
SAM
179
Silvercrest Asset Management
New York
$1.12M +$1.11M +41,632 New
PCIA
180
Prime Capital Investment Advisors
Kansas
$1.12M +$1.1M +41,559 New
UB
181
UMB Bank
Missouri
$1.09M +$1.07M +40,419 New
FA
182
Fortis Advisors
Pennsylvania
$1.09M +$1.07M +40,423 New
BFS
183
Bard Financial Services
Connecticut
$1.06M +$1.05M +39,335 New
EFL
184
ERn Financial LLC
Wisconsin
$1.05M +$1.03M +38,873 New
MAA
185
Mraz Amerine & Associates
California
$1.03M +$1.02M +38,259 New
Wealth Enhancement Advisory Services
186
Wealth Enhancement Advisory Services
Minnesota
$1.03M +$1.02M +38,382 New
NA
187
NewEdge Advisors
Louisiana
$961K +$946K +35,613 New
CCM
188
Coldstream Capital Management
Washington
$957K +$943K +35,485 New
ECM
189
Evergreen Capital Management
Washington
$952K +$938K +35,283 New
HWA
190
Heritage Wealth Advisors
Virginia
$942K +$928K +34,905 New
FFS
191
Founders Financial Securities
Maryland
$938K +$924K +34,777 New
BCM
192
Brookstone Capital Management
Illinois
$929K +$918K +34,536 New
EW
193
Evoke Wealth
California
$924K +$910K +34,247 New
SMA
194
Sage Mountain Advisors
Georgia
$908K +$894K +33,649 New
CIBC Private Wealth Group
195
CIBC Private Wealth Group
Georgia
$905K +$891K +33,544 New
AWA
196
Arete Wealth Advisors
Illinois
$852K +$839K +31,563 New
Fifth Third Bancorp
197
Fifth Third Bancorp
Ohio
$850K +$838K +31,517 New
CFO
198
Collective Family Office
Pennsylvania
$848K +$835K +31,431 New
ARC
199
Advisor Resource Council
Texas
$837K +$824K +31,007 New
PWLP
200
Prio Wealth Limited Partnership
Massachusetts
$827K +$814K +30,643 New
6 7
8
9 10

DFAC Hedge Fund Activity: Q2 2021 in Review

354 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Core Equity 2 ETF (DFAC) for Q2 2021, worth a combined $5.65B.

Buyers outnumbered sellers: 354 funds opened new DFAC positions and 0 closed out — a net gain of 354 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Buckingham Strategic Wealth, opening a new position worth an estimated $871M.

  • 354 institutional investors held Dimensional US Core Equity 2 ETF (DFAC) as of Q2 2021, up from 0 in Q1 2021.
  • Funds reported $5.65B of Dimensional US Core Equity 2 ETF stock for Q2 2021.
  • 354 funds opened new Dimensional US Core Equity 2 ETF positions in Q2 2021 and 0 closed out, a net change of +354 holders.
  • The largest Dimensional US Core Equity 2 ETF buyer in Q2 2021 was Buckingham Strategic Wealth, an estimated $871M added.

Based on aggregated 13F filings for Q2 2021.