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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 %
AWA
201
Aquire Wealth Advisors
Utah
$2.2M +$23.1K +836 +1%
FCAG
202
First Capital Advisors Group
New Jersey
$2.15M -$403K -14,633 -16%
CAN
203
Cetera Advisor Networks
California
$2.12M +$31.1K +1,129 +1%
WCWM
204
Willow Creek Wealth Management
California
$2.11M +$96.3K +3,491 +5%
CAMG
205
CWA Asset Management Group
Florida
$2.04M +$745 +27 +0%
Wells Fargo
206
Wells Fargo
California
$2.03M -$193K -7,003 -9%
MWM
207
Marietta Wealth Management
Georgia
$1.97M -$8.97K -325 -0.5%
BAG
208
Briggs Advisory Group
Rhode Island
$1.94M -$38.7K -1,404 -2%
RA
209
RFG Advisory
Alabama
$1.94M +$1.94M +70,315 New
WCA
210
Waypoint Capital Advisors
Minnesota
$1.93M +$385K +13,961 +25%
CMBA
211
C.M. Bidwell & Associates
Hawaii
$1.91M +$614K +22,257 +47%
CWG
212
Cornerstone Wealth Group
North Carolina
$1.88M -$19.5K -707 -1%
AFA
213
American Financial Advisors
Georgia
$1.83M +$855 +31 +0%
VCM
214
Virtue Capital Management
Tennessee
$1.82M – – –
VVP
215
Venture Visionary Partners
Ohio
$1.81M +$571K +20,709 +46%
WW
216
Waterfront Wealth
Kansas
$1.78M – – –
EIA
217
Eldridge Investment Advisors
New Hampshire
$1.76M +$507K +18,373 +40%
IA
218
IFP Advisors
Florida
$1.73M +$1.56M +58,598 +916%
CB
219
Commerce Bank
Missouri
$1.69M – – –
AFS
220
Annapolis Financial Services
Maryland
$1.62M -$318K -11,526 -16%
MWM
221
Mattern Wealth Management
Kansas
$1.59M +$1.59M +57,694 New
BHWM
222
Beaird Harris Wealth Management
Texas
$1.59M +$552 +20 +0%
LFG
223
Larson Financial Group
Missouri
$1.56M -$1.9K -69 -0.1%
YAL
224
Your Advocates Ltd
Texas
$1.53M – – –
Northern Trust
225
Northern Trust
Illinois
$1.49M -$1.73M -62,820 -54%
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