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Dimensional US Core Equity 2 ETF
DFAC

Overview Fund Activity

386 hedge funds and large institutions have $5.64B invested in Dimensional US Core Equity 2 ETF in 2021 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 122 increasing their positions, 105 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
386
Holders Change
+33
Holders Change %
+9.35%
% of All Funds
6.78%
Holding in Top 10
50
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.38%
% of All Funds
0.88%
New
61
Increased
122
Reduced
105
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SWA
Sax Wealth Advisors
New Jersey
$46.8M
2
BSW
Buckingham Strategic Wealth
Missouri
$907M
3
HWM
Hemington Wealth Management
Virginia
$24.1M
4
AF
Advisornet Financial
Minnesota
$18.5M
5
VCM
Versant Capital Management
Arizona
$18M

Top Sellers

1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$55.7M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$68.5M
3
Osaic Holdings
Osaic Holdings
Arizona
$52.8M
4
CFO
CVA Family Office
Colorado
$0
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$420M
Name Holding Trade Value Shares
Change 		Shares
Change %
DADC
176
D.A. Davidson & Co
Montana
$1.22M -$12.8K -483 -1%
JPMorgan Chase & Co
177
JPMorgan Chase & Co
New York
$1.22M – – –
CWM
178
Connecticut Wealth Management
Connecticut
$1.21M – – –
VVP
179
Venture Visionary Partners
Ohio
$1.19M +$1.19M +44,903 New
GRP
180
Global Retirement Partners
California
$1.19M – – –
TIM
181
Tortoise Investment Management
New York
$1.18M – – –
PMG
182
ProVise Management Group
Florida
$1.13M +$2.87K +108 +0.3%
RJA
183
Raymond James & Associates
Florida
$1.13M -$11.6K -436 -1%
MWM
184
Mission Wealth Management
California
$1.13M -$10.1K -382 -0.9%
IC
185
IEQ Capital
California
$1.12M +$3.14K +118 +0.3%
SAM
186
Silvercrest Asset Management
New York
$1.11M – – –
FA
187
Fortis Advisors
Pennsylvania
$1.08M +$3K +113 +0.3%
MIAS
188
Mason Investment Advisory Services
Virginia
$1.08M -$53.2K -2,001 -5%
Wealth Enhancement Advisory Services
189
Wealth Enhancement Advisory Services
Minnesota
$1.08M – – –
UB
190
UMB Bank
Missouri
$1.07M – – –
BFS
191
Bard Financial Services
Connecticut
$1.05M – – –
1WM
192
1900 Wealth Management
Texas
$1.04M +$230K +8,663 +28%
TNBTD
193
Trustmark National Bank Trust Department
Mississippi
$1.04M +$1.04M +39,113 New
EFL
194
ERn Financial LLC
Wisconsin
$1.03M -$1.51K -57 -0.1%
MA
195
MJP Associates
Connecticut
$1.02M +$1.02M +38,351 New
BF
196
BOK Financial
Oklahoma
$1M +$1M +37,760 New
BPA
197
Beacon Pointe Advisors
California
$1M +$290K +10,914 +41%
KOMWMG
198
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$960K -$6.32M -237,671 -87%
NA
199
NewEdge Advisors
Louisiana
$947K +$532 +20 +0.1%
ECM
200
Evergreen Capital Management
Washington
$937K – – –
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8
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