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Dimensional US Core Equity 2 ETF
DFAC

Overview Fund Activity

459 hedge funds and large institutions have $8.78B invested in Dimensional US Core Equity 2 ETF in 2022 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 187 increasing their positions, 113 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
459
Holders Change
-45
Holders Change %
-8.93%
% of All Funds
7.26%
Holding in Top 10
97
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-5.83%
% of All Funds
1.54%
New
46
Increased
187
Reduced
113
Closed
85
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FFM
Forum Financial Management
Illinois
$777M
2
FPAS
Focus Partners Advisor Solutions
Missouri
$172M
3
BPA
Beacon Pointe Advisors
California
$35.9M
4
EWA
EP Wealth Advisors
California
$32.3M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$125M

Top Sellers

1
LPL Financial
LPL Financial
California
$0
2
GWA
Geometric Wealth Advisors
District of Columbia
$0
3
AC
Apella Capital
Connecticut
$0
4
IWC
Integrated Wealth Concepts
Massachusetts
$2.28M
5
Osaic Holdings
Osaic Holdings
Arizona
$5.33M
Name Holding Trade Value Shares
Change 		Shares
Change %
RPGK
176
Retirement Planning Group (Kansas)
Kansas
$3.01M – – –
CPWM
177
Cypress Point Wealth Management
Texas
$3.01M +$1.16M +41,995 +63%
Stifel Financial
178
Stifel Financial
Missouri
$3M -$1.27K -46 -0%
TF
179
TIAA FSB
Florida
$2.94M – – –
MCM
180
MAI Capital Management
Ohio
$2.93M -$62.6K -2,269 -2%
MWM
181
Mission Wealth Management
California
$2.87M +$156K +5,656 +6%
OIA
182
OneDigital Investment Advisors
Kansas
$2.84M +$1.24K +45 +0%
CW
183
CreativeOne Wealth
Kansas
$2.77M +$67.1K +2,434 +2%
LWM
184
Liberty Wealth Management
California
$2.71M +$2.71M +99,761 New
MA
185
Mutual Advisors
Nebraska
$2.71M +$502K +18,220 +23%
IA
186
IFG Advisors
Missouri
$2.61M +$2.61M +94,697 New
MAA
187
Mraz Amerine & Associates
California
$2.6M -$416K -15,072 -14%
WFA
188
WestHill Financial Advisors
California
$2.56M – – –
FCH
189
Freestone Capital Holdings
Washington
$2.56M +$2.56M +92,797 New
OCM
190
Orion Capital Management
California
$2.52M +$2.52M +91,471 New
Fidelity Investments
191
Fidelity Investments
Massachusetts
$2.49M -$17.3K -628 -0.7%
IFA
192
Index Fund Advisors
California
$2.39M -$135K -4,908 -5%
BlackRock
193
BlackRock
New York
$2.38M -$276 -10 -0%
US Bancorp
194
US Bancorp
Minnesota
$2.33M -$1.23M -44,631 -35%
KF
195
Krilogy Financial
Missouri
$2.29M +$2.18K +79 +0.1%
IWC
196
Integrated Wealth Concepts
Massachusetts
$2.28M -$52M -1,884,908 -96%
AAS
197
Ameritas Advisory Services
Nebraska
$2.28M +$4.33K +157 +0.2%
NA
198
NewEdge Advisors
Louisiana
$2.26M -$720K -26,126 -24%
FG
199
Foster Group
Iowa
$2.23M -$12.5K -454 -0.6%
CCM
200
Carlson Capital Management
Minnesota
$2.21M – – –
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