DFAC icon

Dimensional US Core Equity 2 ETF
DFAC

Overview Fund Activity

386 hedge funds and large institutions have $5.64B invested in Dimensional US Core Equity 2 ETF in 2021 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 122 increasing their positions, 105 reducing their positions, and 18 closing their positions.

Holders
386
Holders Change
+33
Holders Change %
+9.35%
% of All Funds
6.78%
Holding in Top 10
50
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.38%
% of All Funds
0.88%
New
61
Increased
122
Reduced
105
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SWA
1
Sax Wealth Advisors
New Jersey
$46.8M
2
BSW
2
Buckingham Strategic Wealth
Missouri
$907M
3
HWM
3
Hemington Wealth Management
Virginia
$24.1M
4
AF
4
Advisornet Financial
Minnesota
$18.5M
5
VCM
5
Versant Capital Management
Arizona
$18M

Top Sellers

1
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$55.7M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$68.5M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$52.8M
4
CFO
4
CVA Family Office
Colorado
$0
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$420M
Name Market Value Shares Shares
Change 		Shares
Change %
BSW
1
Buckingham Strategic Wealth
Missouri
$907M 34,143,104 +1,352,940 +4%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$420M 15,808,092 -278,786 -2%
LPL Financial
3
LPL Financial
California
$361M 13,595,743 +363,481 +3%
PL
4
Plancorp LLC
Missouri
$305M 11,483,390 -37,995 -0.3%
HighTower Advisors
5
HighTower Advisors
Illinois
$183M 6,894,661 -98,503 -1%
PO
6
Private Ocean
California
$142M 5,328,266 -241,511 -4%
SC
7
Savant Capital
Illinois
$138M 5,210,081 -69,673 -1%
TWP
8
TFO Wealth Partners
Ohio
$135M 5,063,073 -31,064 -0.6%
Mercer Global Advisors
9
Mercer Global Advisors
Colorado
$130M 4,907,604 -41,933 -0.8%
CFA
10
Capstone Financial Advisors
Illinois
$117M 4,388,301 +318,008 +8%
EAM
11
Evanson Asset Management
California
$114M 4,282,896 +56,144 +1%
PFA
12
Pure Financial Advisors
California
$114M 4,294,129 +60,559 +1%
MWP
13
Meridian Wealth Partners
Pennsylvania
$88.1M 3,313,928 -41,421 -1%
Comerica Bank
14
Comerica Bank
Texas
$85.8M 3,060,091 -48,080 -2%
MWM
15
Merriman Wealth Management
Washington
$78.3M 2,948,525 -88,978 -3%
CCWA
16
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$77.7M 2,924,578 +17,286 +0.6%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$68.5M 2,579,198 -541,978 -17%
AC
18
Apella Capital
Connecticut
$65.7M 2,471,890 +13,633 +0.6%
JWA
19
JFS Wealth Advisors
Pennsylvania
$62.7M 2,360,428 +109,147 +5%
AP
20
Adero Partners
California
$59.4M 2,236,215 -33,417 -1%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$57.1M 2,148,611 +197,676 +10%
WWP
22
Waypoint Wealth Partners
California
$56M 2,107,231 -10,379 -0.5%
AssetMark Inc
23
AssetMark Inc
California
$55.9M 2,105,223 +111,092 +6%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$55.7M 2,096,049 -1,704,178 -45%
Osaic Holdings
25
Osaic Holdings
Arizona
$52.8M 1,986,190 -464,338 -19%
1
2 3 4 5