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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.

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

Top Sellers

1
CIAS
1
CFS Investment Advisory Services
New Jersey
$6.75M
2
CFA
2
Capstone Financial Advisors
Illinois
$97.5M
3
TI
3
Truepoint Inc
Ohio
$0
4
EVM
4
Eaton Vance Management
Massachusetts
$0
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$365M
Name Market Value Shares Shares
Change 		Shares
Change %
BSW
1
Buckingham Strategic Wealth
Missouri
$797M 34,215,149 +321,450 +0.9%
FFM
2
Forum Financial Management
Illinois
$704M 30,218,561 +2,031,721 +7%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$365M 15,676,227 -347,276 -2%
LPL Financial
4
LPL Financial
California
$348M 14,943,726 +14,943,726 New
PL
5
Plancorp LLC
Missouri
$267M 11,445,205 -81,699 -0.7%
GA
6
Greenspring Advisors
Maryland
$157M 6,748,747 +8,770 +0.1%
HighTower Advisors
7
HighTower Advisors
Illinois
$154M 6,590,377 -314,396 -5%
FPAS
8
Focus Partners Advisor Solutions
Missouri
$153M 6,584,393 +333,472 +5%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$139M 5,967,898 +1,438,628 +32%
RWM
10
Rockwood Wealth Management
Pennsylvania
$132M 5,654,179 +325,307 +6%
SC
11
Savant Capital
Illinois
$116M 4,961,830 -72,589 -1%
Mercer Global Advisors
12
Mercer Global Advisors
Colorado
$110M 4,723,001 +4,399 +0.1%
TWP
13
TFO Wealth Partners
Ohio
$110M 4,712,373 -271,805 -5%
PO
14
Private Ocean
California
$110M 4,711,616 -289,535 -6%
MWA
15
Monograph Wealth Advisors
California
$102M 4,370,095 -17,183 -0.4%
JTWM
16
Jackson Thornton Wealth Management
Alabama
$100M 4,301,533 -32,705 -0.8%
AAM
17
Austin Asset Management
Texas
$99.7M 4,280,538 +31,269 +0.7%
PFA
18
Pure Financial Advisors
California
$97.7M 4,193,434 -18,093 -0.4%
CFA
19
Capstone Financial Advisors
Illinois
$97.5M 4,185,320 -541,656 -11%
CPA
20
Cardiff Park Advisors
California
$95.9M 4,114,840 +89,048 +2%
GWA
21
Geometric Wealth Advisors
District of Columbia
$88.2M 3,783,638 +3,783,638 New
EAM
22
Evanson Asset Management
California
$86.6M 3,718,330 +118,856 +3%
MWP
23
Meridian Wealth Partners
Pennsylvania
$77.5M 3,327,372 -15,355 -0.5%
TFP
24
Triune Financial Partners
Kansas
$74.6M 3,199,639 +62,682 +2%
HIGP
25
Hill Investment Group Partners
Missouri
$73.1M 3,136,105 +531,123 +20%
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