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Dimensional US Core Equity 2 ETF
DFAC

Overview Fund Activity

504 hedge funds and large institutions have $9.67B invested in Dimensional US Core Equity 2 ETF in 2021 Q4 according to their latest regulatory filings, with 133 funds opening new positions, 155 increasing their positions, 108 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
504
Holders Change
+118
Holders Change %
+30.57%
% of All Funds
7.78%
Holding in Top 10
103
Holding in Top 10 Change
+53
Holding in Top 10 Change %
+106%
% of All Funds
1.59%
New
133
Increased
155
Reduced
108
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KMWM
Keudell/Morrison Wealth Management
Oregon
$49.4M
2
UB
UMB Bank
Missouri
$36M
3
SFS
Sowell Financial Services
Arkansas
$25.4M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$97.9M
5
IWC
Integrated Wealth Concepts
Massachusetts
$57M

Top Sellers

1
HWM
Hemington Wealth Management
Virginia
$0
2
SWM
Soundmark Wealth Management
Washington
$21.6M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$443M
4
EAM
Evanson Asset Management
California
$115M
5
PAG
Private Advisor Group
New Jersey
$41.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
PP
176
Prosperity Planning
Missouri
$3.65M +$165K +5,697 +5%
LFAS
177
Level Four Advisory Services
Texas
$3.51M -$347K -11,982 -9%
CA
178
CGN Advisors
Kansas
$3.5M -$93.3K -3,220 -3%
PA
179
Parallel Advisors
California
$3.43M – – –
BDF
180
Balasa Dinverno & Foltz
$3.42M +$174K +6,020 +5%
Northern Trust
181
Northern Trust
Illinois
$3.39M -$888K -30,660 -21%
CG
182
Colony Group
Massachusetts
$3.36M +$16K +552 +0.5%
MAA
183
Mraz Amerine & Associates
California
$3.17M +$637K +21,978 +25%
RPGK
184
Retirement Planning Group (Kansas)
Kansas
$3.17M +$3.17M +109,259 New
Stifel Financial
185
Stifel Financial
Missouri
$3.15M -$206K -7,100 -6%
MCM
186
MAI Capital Management
Ohio
$3.15M – – –
NA
187
NewEdge Advisors
Louisiana
$3.13M +$2.1M +72,562 +204%
FOA
188
Five Oceans Advisors
California
$3.12M +$9.39K +324 +0.3%
CAM
189
Cresset Asset Management
Illinois
$3.1M +$3.1M +107,009 New
TF
190
TIAA FSB
Florida
$3.09M +$506K +17,467 +20%
NL
191
NWAM LLC
Washington
$3.02M +$513K +17,715 +21%
OIA
192
OneDigital Investment Advisors
Kansas
$2.98M -$47.1K -1,625 -2%
CWP
193
Concord Wealth Partners
Virginia
$2.94M +$2.94M +101,478 New
RJT
194
Raymond James Trust
Florida
$2.89M +$495K +17,076 +21%
MWM
195
Mission Wealth Management
California
$2.85M +$1.62M +56,076 +132%
CW
196
CreativeOne Wealth
Kansas
$2.83M +$314K +10,854 +12%
BA
197
Bridgewater Advisors
New York
$2.7M -$1.04K -36 -0%
WFA
198
WestHill Financial Advisors
California
$2.69M – – –
AWM
199
AE Wealth Management
Kansas
$2.69M +$452K +15,600 +20%
SIA
200
SkyView Investment Advisors
New Jersey
$2.69M -$29.3K -1,012 -1%
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