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Dimensional US Core Equity 2 ETF
DFAC

388 hedge funds and large institutions have $5.66B invested in Dimensional US Core Equity 2 ETF in 2021 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 122 increasing their positions, 105 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

244% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 18

16% more repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 105

10% more funds holding

Funds holding: 354 → 388 (+34)

6% more funds holding in top 10

Funds holding in top 10: 48 → 51 (+3)

0% more capital invested

Capital invested by funds: $5.65B → $5.66B (+$14.7M)

0.26% less ownership

Funds ownership: 42.16% → 41.9% (-0.26%)

Holders
388
Holders Change
+34
Holders Change %
+9.6%
% of All Funds
6.79%
Holding in Top 10
51
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.25%
% of All Funds
0.89%
New
62
Increased
122
Reduced
105
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SWA
Sax Wealth Advisors
New Jersey
+$47.8M
2
BSW
Buckingham Strategic Wealth
Missouri
+$36.8M
3
HWM
Hemington Wealth Management
Virginia
+$24.6M
4
AF
Advisornet Financial
Minnesota
+$18.9M
5
VCM
Versant Capital Management
Arizona
+$18.4M

Top Sellers

Rank Fund Capital Flow
1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$46.3M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$14.7M
3
Osaic Holdings
Osaic Holdings
Arizona
-$12.6M
4
CFO
CVA Family Office
Colorado
-$10.9M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$7.57M
Name Holding Trade Value Shares
Change 		Change in
Stake
BP
176
Ballentine Partners
Massachusetts
$1.23M – – –
DADC
177
D.A. Davidson & Co
Montana
$1.22M -$13.1K -483 -1%
JP Morgan Chase
178
JP Morgan Chase
New York
$1.22M – – –
CWM
179
Connecticut Wealth Management
Connecticut
$1.21M – – –
VVP
180
Venture Visionary Partners
Ohio
$1.19M +$1.22M +44,903 New
GRP
181
Global Retirement Partners
California
$1.19M – – –
TIM
182
Tortoise Investment Management
New York
$1.18M – – –
PMG
183
ProVise Management Group
Florida
$1.13M +$2.93K +108 +0.3%
RJA
184
Raymond James & Associates
Florida
$1.13M -$11.8K -436 -1%
MWM
185
Mission Wealth Management
California
$1.13M -$10.4K -382 -0.9%
IC
186
IEQ Capital
California
$1.12M +$3.21K +118 +0.3%
SAM
187
Silvercrest Asset Management
New York
$1.11M – – –
FA
188
Fortis Advisors
Pennsylvania
$1.08M +$3.07K +113 +0.3%
MIAS
189
Mason Investment Advisory Services
Virginia
$1.08M -$54.4K -2,001 -5%
Wealth Enhancement Advisory Services
190
Wealth Enhancement Advisory Services
Minnesota
$1.08M – – –
UB
191
UMB Bank
Missouri
$1.07M – – –
BFS
192
Bard Financial Services
Connecticut
$1.04M – – –
1WM
193
1900 Wealth Management
Texas
$1.04M +$235K +8,663 +28%
TNBTD
194
Trustmark National Bank Trust Department
Mississippi
$1.04M +$1.06M +39,113 New
EFL
195
ERn Financial LLC
Wisconsin
$1.03M -$1.55K -57 -0.1%
MA
196
MJP Associates
Connecticut
$1.02M +$1.04M +38,351 New
BF
197
BOK Financial
Oklahoma
$1M +$1.03M +37,760 New
BPA
198
Beacon Pointe Advisors
California
$1M +$297K +10,914 +41%
KOMWMG
199
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$960K -$6.46M -237,671 -87%
NA
200
NewEdge Advisors
Louisiana
$947K +$543 +20 +0.1%
6 7
8
9 10

DFAC Hedge Fund Activity: Q3 2021 in Review

388 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Core Equity 2 ETF (DFAC) for Q3 2021, worth a combined $5.66B — up 0.26% from $5.65B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new DFAC positions and 18 closed out — a net gain of 44 holders — while 122 added to existing stakes and 105 trimmed.

The largest buyer was Sax Wealth Advisors, opening a new position worth an estimated $47.8M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $46.3M.

  • 388 institutional investors held Dimensional US Core Equity 2 ETF (DFAC) as of Q3 2021, up from 354 in Q2 2021.
  • Funds reported $5.66B of Dimensional US Core Equity 2 ETF stock for Q3 2021, up 0.26% quarter-over-quarter.
  • 62 funds opened new Dimensional US Core Equity 2 ETF positions in Q3 2021 and 18 closed out, a net change of +44 holders.
  • The largest Dimensional US Core Equity 2 ETF buyer in Q3 2021 was Sax Wealth Advisors, an estimated $47.8M added.
  • The largest Dimensional US Core Equity 2 ETF seller in Q3 2021 was Cambridge Investment Research Advisors, an estimated $46.3M sold.

Based on aggregated 13F filings for Q3 2021.