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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.

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
FFM
1
Forum Financial Management
Illinois
$727M
2
SIC
2
SJS Investment Consulting
Ohio
$207M
3
GA
3
Greenspring Advisors
Maryland
$194M
4
RWM
4
Rockwood Wealth Management
Pennsylvania
$141M
5
FPAS
5
Focus Partners Advisor Solutions
Missouri
$134M

Top Sellers

1
HWM
1
Hemington Wealth Management
Virginia
$0
2
SWM
2
Soundmark Wealth Management
Washington
$21.6M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$443M
4
EAM
4
Evanson Asset Management
California
$115M
5
PAG
5
Private Advisor Group
New Jersey
$41.3M
Name Market Value Shares Shares
Change 		Shares
Change %
BSW
1
Buckingham Strategic Wealth
Missouri
$987M 34,081,842 -61,262 -0.2%
FFM
2
Forum Financial Management
Illinois
$727M 25,084,316 +25,084,316 New
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$443M 15,276,492 -531,600 -3%
LPL Financial
4
LPL Financial
California
$391M 13,507,624 -88,119 -0.6%
PL
5
Plancorp LLC
Missouri
$332M 11,464,225 -19,165 -0.2%
SIC
6
SJS Investment Consulting
Ohio
$207M 7,154,141 +7,154,141 New
HighTower Advisors
7
HighTower Advisors
Illinois
$199M 6,886,360 -8,301 -0.1%
GA
8
Greenspring Advisors
Maryland
$194M 6,697,412 +6,697,412 New
SC
9
Savant Capital
Illinois
$148M 5,103,627 -106,454 -2%
PO
10
Private Ocean
California
$146M 5,055,920 -272,346 -5%
TWP
11
TFO Wealth Partners
Ohio
$144M 5,055,510 -7,563 -0.1%
RWM
12
Rockwood Wealth Management
Pennsylvania
$141M 4,880,302 +4,880,302 New
Mercer Global Advisors
13
Mercer Global Advisors
Colorado
$140M 4,818,375 -89,229 -2%
FPAS
14
Focus Partners Advisor Solutions
Missouri
$134M 4,632,512 +4,632,512 New
CFA
15
Capstone Financial Advisors
Illinois
$133M 4,600,804 +212,503 +5%
PFA
16
Pure Financial Advisors
California
$126M 4,365,160 +71,031 +2%
AAM
17
Austin Asset Management
Texas
$124M 4,295,399 +4,295,399 New
JTWM
18
Jackson Thornton Wealth Management
Alabama
$124M 4,269,072 +4,269,072 New
CPA
19
Cardiff Park Advisors
California
$119M 4,117,552 +4,117,552 New
EAM
20
Evanson Asset Management
California
$115M 3,955,350 -327,546 -8%
MWA
21
Monograph Wealth Advisors
California
$114M 3,950,896 +3,950,896 New
GWA
22
Geometric Wealth Advisors
District of Columbia
$103M 3,571,656 +3,571,656 New
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$97.9M 3,379,802 +800,604 +31%
MWP
24
Meridian Wealth Partners
Pennsylvania
$96.5M 3,331,155 +17,227 +0.5%
TFP
25
Triune Financial Partners
Kansas
$90.4M 3,122,046 +3,122,046 New
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