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Dimensional US Core Equity 2 ETF
DFAC

Overview Fund Activity

546 hedge funds and large institutions have $8.59B invested in Dimensional US Core Equity 2 ETF in 2022 Q2 according to their latest regulatory filings, with 120 funds opening new positions, 184 increasing their positions, 131 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
546
Holders Change
+87
Holders Change %
+18.95%
% of All Funds
9.23%
Holding in Top 10
115
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+18.56%
% of All Funds
1.94%
New
120
Increased
184
Reduced
131
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
$348M
2
GWA
Geometric Wealth Advisors
District of Columbia
$88.2M
3
SSC
Syverson Strege & Co
Iowa
$64.9M
4
B
BetterWealth
California
$59.7M
5
AC
Apella Capital
Connecticut
$57.9M

Top Sellers

1
CIAS
CFS Investment Advisory Services
New Jersey
$6.75M
2
CFA
Capstone Financial Advisors
Illinois
$97.5M
3
TI
Truepoint Inc
Ohio
$0
4
EVM
Eaton Vance Management
Massachusetts
$0
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$365M
Name Holding Trade Value Shares
Change 		Shares
Change %
BDF
201
Balasa Dinverno & Foltz
$2.9M +$1.07K +46 +0%
BAM
202
Belpointe Asset Management
Nevada
$2.88M +$1.75M +75,268 +156%
RJT
203
Raymond James Trust
Florida
$2.76M +$150K +6,447 +6%
RIM
204
Rockbridge Investment Management
New York
$2.68M +$1.53M +65,839 +134%
Stifel Financial
205
Stifel Financial
Missouri
$2.66M +$128K +5,486 +5%
NA
206
NewEdge Advisors
Louisiana
$2.66M +$746K +32,026 +39%
LFAS
207
Level Four Advisory Services
Texas
$2.6M -$3.73K -160 -0.1%
SPWM
208
Straight Path Wealth Management
Michigan
$2.57M +$2.57M +110,109 New
MWM
209
Mission Wealth Management
California
$2.56M +$137K +5,863 +6%
RPGK
210
Retirement Planning Group (Kansas)
Kansas
$2.55M – – –
ACP
211
Aveo Capital Partners
Colorado
$2.49M +$1.92M +82,474 +339%
MCM
212
MAI Capital Management
Ohio
$2.48M – – –
BFA
213
Buttonwood Financial Advisors
Maryland
$2.46M +$2.46M +105,580 New
TF
214
TIAA FSB
Florida
$2.41M -$75.6K -3,242 -3%
CWP
215
Concord Wealth Partners
Virginia
$2.37M +$2.37M +101,876 New
Ameriprise
216
Ameriprise
Minnesota
$2.36M -$660K -28,311 -22%
OCM
217
Orion Capital Management
California
$2.36M +$227K +9,723 +11%
LWM
218
Liberty Wealth Management
California
$2.36M +$33.4K +1,436 +1%
FCH
219
Freestone Capital Holdings
Washington
$2.32M +$156K +6,710 +7%
CW
220
CreativeOne Wealth
Kansas
$2.29M -$44.6K -1,912 -2%
CC
221
Callan Capital
California
$2.29M +$2.29M +98,051 New
CAN
222
Cetera Advisor Networks
California
$2.28M +$488K +20,934 +27%
WWM
223
Western Wealth Management
Colorado
$2.28M +$2.28M +97,936 New
IA
224
IFG Advisors
Missouri
$2.26M +$50.9K +2,183 +2%
FCI
225
Financial Counselors Inc
Kansas
$2.21M +$2.21M +94,715 New
7 8
9
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