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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.

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
1
Forum Financial Management
Illinois
$777M
2
FPAS
2
Focus Partners Advisor Solutions
Missouri
$172M
3
BPA
3
Beacon Pointe Advisors
California
$35.9M
4
MHS
4
M Holdings Securities
Oregon
$34.4M
5
EWA
5
EP Wealth Advisors
California
$32.3M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$0
2
GWA
2
Geometric Wealth Advisors
District of Columbia
$0
3
AC
3
Apella Capital
Connecticut
$0
4
IWC
4
Integrated Wealth Concepts
Massachusetts
$2.28M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$5.33M
Name Market Value Shares Shares
Change 		Shares
Change %
BSW
1
Buckingham Strategic Wealth
Missouri
$935M 33,893,699 -188,143 -0.6%
FFM
2
Forum Financial Management
Illinois
$777M 28,186,840 +3,102,524 +12%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$442M 16,023,503 +747,011 +5%
PL
4
Plancorp LLC
Missouri
$318M 11,526,904 +62,679 +0.5%
SIC
5
SJS Investment Consulting
Ohio
$198M 7,188,611 +34,470 +0.5%
HighTower Advisors
6
HighTower Advisors
Illinois
$190M 6,904,773 +18,413 +0.3%
GA
7
Greenspring Advisors
Maryland
$186M 6,739,977 +42,565 +0.6%
FPAS
8
Focus Partners Advisor Solutions
Missouri
$172M 6,250,921 +1,618,409 +35%
RWM
9
Rockwood Wealth Management
Pennsylvania
$147M 5,328,872 +448,570 +9%
SC
10
Savant Capital
Illinois
$139M 5,034,419 -69,208 -1%
PO
11
Private Ocean
California
$138M 5,001,151 -54,769 -1%
TWP
12
TFO Wealth Partners
Ohio
$137M 4,984,178 -71,332 -1%
CFA
13
Capstone Financial Advisors
Illinois
$130M 4,726,976 +126,172 +3%
Mercer Global Advisors
14
Mercer Global Advisors
Colorado
$130M 4,718,602 -99,773 -2%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$125M 4,529,270 +1,149,468 +34%
MWA
16
Monograph Wealth Advisors
California
$121M 4,387,278 +436,382 +11%
JTWM
17
Jackson Thornton Wealth Management
Alabama
$120M 4,334,238 +65,166 +2%
AAM
18
Austin Asset Management
Texas
$117M 4,249,269 -46,130 -1%
PFA
19
Pure Financial Advisors
California
$116M 4,211,527 -153,633 -4%
CPA
20
Cardiff Park Advisors
California
$111M 4,025,792 -91,760 -2%
EAM
21
Evanson Asset Management
California
$99.3M 3,599,474 -355,876 -9%
MWP
22
Meridian Wealth Partners
Pennsylvania
$92.2M 3,342,727 +11,572 +0.3%
TFP
23
Triune Financial Partners
Kansas
$86.5M 3,136,957 +14,911 +0.5%
WIM
24
Warwick Investment Management
Texas
$77.1M 2,796,954 -18,950 -0.7%
CCWA
25
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$76.9M 2,789,714 -84,837 -3%
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