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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 %
FCAG
201
First Capital Advisors Group
New Jersey
$2.69M +$2.69M +92,749 New
IFA
202
Index Fund Advisors
California
$2.66M +$2.66M +91,638 New
AWM
203
Aprio Wealth Management
Georgia
$2.64M +$232 +8 +0%
Fidelity Investments
204
Fidelity Investments
Massachusetts
$2.64M +$16.8K +580 +0.6%
BP
205
BBR Partners
New York
$2.51M +$2.24M +77,287 +840%
AM
206
Atwater Malick
Pennsylvania
$2.5M -$92.4K -3,191 -4%
BlackRock
207
BlackRock
New York
$2.5M -$15.8K -545 -0.6%
RCAG
208
Rehmann Capital Advisory Group
Michigan
$2.46M +$319K +10,999 +15%
KF
209
Krilogy Financial
Missouri
$2.41M -$16.1K -555 -0.7%
AAS
210
Ameritas Advisory Services
Nebraska
$2.39M +$2.39M +82,348 New
5L
211
55I LLC
Massachusetts
$2.37M +$308K +10,645 +15%
FG
212
Foster Group
Iowa
$2.35M -$20.4K -705 -0.9%
Wells Fargo
213
Wells Fargo
California
$2.33M +$992K +34,244 +74%
CCM
214
Carlson Capital Management
Minnesota
$2.32M – – –
MA
215
Mutual Advisors
Nebraska
$2.32M +$97.1K +3,353 +4%
Carson Wealth (CWM LLC)
216
Carson Wealth (CWM LLC)
Nebraska
$2.3M +$2.3M +79,422 New
AWA
217
Aquire Wealth Advisors
Utah
$2.29M +$2.29M +78,979 New
FWP
218
Firethorn Wealth Partners
Georgia
$2.21M +$2.21M +76,145 New
CAN
219
Cetera Advisor Networks
California
$2.2M -$300K -10,347 -12%
CAMG
220
CWA Asset Management Group
Florida
$2.14M +$1.39K +48 +0.1%
WCWM
221
Willow Creek Wealth Management
California
$2.11M -$12.8K -441 -0.6%
BAG
222
Briggs Advisory Group
Rhode Island
$2.08M +$2.08M +71,815 New
MWM
223
Marietta Wealth Management
Georgia
$2.08M +$8.46K +292 +0.4%
AFS
224
Annapolis Financial Services
Maryland
$2.03M +$633K +21,842 +45%
CWG
225
Cornerstone Wealth Group
North Carolina
$2M -$432K -14,905 -18%
7 8
9
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