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Dimensional US Core Equity 2 ETF

354 hedge funds and large institutions have $5.65B invested in Dimensional US Core Equity 2 ETF in 2021 Q2 according to their latest regulatory filings, with 354 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

42.16% more ownership

Funds ownership: 0%42.16% (+42%)

Holders
354
Holders Change
+354
Holders Change %
% of All Funds
6.16%
Holding in Top 10
48
Holding in Top 10 Change
+48
Holding in Top 10 Change %
% of All Funds
0.84%
New
354
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BSW
1
Buckingham Strategic Wealth
Missouri
$885M +$871M +32,790,164 New
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$434M +$427M +16,086,878 New
LPL Financial
3
LPL Financial
California
$357M +$352M +13,232,262 New
PL
4
Plancorp LLC
Missouri
$311M +$306M +11,521,385 New
HighTower Advisors
5
HighTower Advisors
Illinois
$189M +$186M +6,993,164 New
PO
6
Private Ocean
California
$150M +$148M +5,569,777 New
SC
7
Savant Capital
Illinois
$142M +$140M +5,279,754 New
TWP
8
TFO Wealth Partners
Ohio
$136M +$135M +5,094,137 New
Mercer Global Advisors
9
Mercer Global Advisors
Colorado
$134M +$132M +4,949,537 New
PFA
10
Pure Financial Advisors
California
$114M +$112M +4,233,570 New
EAM
11
Evanson Asset Management
California
$114M +$112M +4,226,752 New
CFA
12
Capstone Financial Advisors
Illinois
$110M +$108M +4,070,293 New
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$103M +$101M +3,800,227 New
MWP
14
Meridian Wealth Partners
Pennsylvania
$90.5M +$89.2M +3,355,349 New
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$84.2M +$82.9M +3,121,176 New
Comerica Bank
16
Comerica Bank
Texas
$83.7M +$82.6M +3,108,171 New
MWM
17
Merriman Wealth Management
Washington
$82M +$80.7M +3,037,503 New
TFP
18
Triune Financial Partners
Kansas
$80M +$78.8M +2,966,250 New
CCWA
19
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$78.4M +$77.3M +2,907,292 New
AC
20
Apella Capital
Connecticut
$66.3M +$65.3M +2,458,257 New
Osaic Holdings
21
Osaic Holdings
Arizona
$66.1M +$65.1M +2,450,528 New
AP
22
Adero Partners
California
$61.2M +$60.3M +2,269,632 New
JWA
23
JFS Wealth Advisors
Pennsylvania
$60.7M +$59.8M +2,251,281 New
WWP
24
Waypoint Wealth Partners
California
$57.1M +$56.3M +2,117,610 New
AssetMark Inc
25
AssetMark Inc
California
$53.8M +$53M +1,994,131 New

DFAC Hedge Fund Activity: Q2 2021 in Review

354 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Core Equity 2 ETF (DFAC) for Q2 2021, worth a combined $5.65B.

Buyers outnumbered sellers: 354 funds opened new DFAC positions and 0 closed out — a net gain of 354 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Buckingham Strategic Wealth, opening a new position worth an estimated $871M.

  • 354 institutional investors held Dimensional US Core Equity 2 ETF (DFAC) as of Q2 2021, up from 0 in Q1 2021.
  • Funds reported $5.65B of Dimensional US Core Equity 2 ETF stock for Q2 2021.
  • 354 funds opened new Dimensional US Core Equity 2 ETF positions in Q2 2021 and 0 closed out, a net change of +354 holders.
  • The largest Dimensional US Core Equity 2 ETF buyer in Q2 2021 was Buckingham Strategic Wealth, an estimated $871M added.

Based on aggregated 13F filings for Q2 2021.