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Dimensional US Core Equity 2 ETF

548 hedge funds and large institutions have $8.66B invested in Dimensional US Core Equity 2 ETF in 2022 Q2 according to their latest regulatory filings, with 120 funds opening new positions, 185 increasing their positions, 131 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

344% more first-time investments, than exits

New positions opened: 120 | Existing positions closed: 27

41% more repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 131

19% more funds holding

Funds holding: 461548 (+87)

18% more funds holding in top 10

Funds holding in top 10: 99117 (+18)

4.92% more ownership

Funds ownership: 58.46%63.38% (+4.9%)

2% less capital invested

Capital invested by funds: $8.86B → $8.66B (-$199M)

Holders
548
Holders Change
+87
Holders Change %
+18.87%
% of All Funds
9.23%
Holding in Top 10
117
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+18.18%
% of All Funds
1.97%
New
120
Increased
185
Reduced
131
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IA
226
IFG Advisors
Missouri
$2.26M +$55.3K +2,183 +2%
FCI
227
Financial Counselors Inc
Kansas
$2.21M +$2.4M +94,715 New
OIA
228
OneDigital Investment Advisors
Kansas
$2.19M -$226K -8,937 -9%
WFA
229
WestHill Financial Advisors
California
$2.17M
PFG
230
Pinnacle Financial Group
Illinois
$2.13M +$1.37M +54,215 +146%
CCM
231
Carlson Capital Management
Minnesota
$2.05M +$200K +7,915 +10%
MA
232
Mutual Advisors
Nebraska
$2.03M -$278K -10,964 -11%
WCWM
233
Willow Creek Wealth Management
California
$2.02M +$261K +10,316 +13%
5L
234
55I LLC
Massachusetts
$2.02M +$889K +35,102 +68%
BlackRock
235
BlackRock
New York
$2.01M
AWM
236
Aprio Wealth Management
Georgia
$2M +$2.18M +86,009 New
AFS
237
Annapolis Financial Services
Maryland
$2M +$691K +27,301 +47%
KF
238
Krilogy Financial
Missouri
$1.99M +$54K +2,133 +3%
AM
239
Atwater Malick
Pennsylvania
$1.95M +$2.12M +83,851 New
PTC
240
Private Trust Company
Ohio
$1.95M +$2.12M +83,867 New
Fidelity Investments
241
Fidelity Investments
Massachusetts
$1.93M -$189K -7,470 -8%
EIA
242
Eldridge Investment Advisors
New Hampshire
$1.93M +$475K +18,776 +29%
AAS
243
Ameritas Advisory Services
Nebraska
$1.86M -$69.8K -2,756 -3%
IFA
244
Index Fund Advisors
California
$1.85M -$182K -7,186 -8%
TIM
245
Tortoise Investment Management
New York
$1.8M +$664K +26,241 +51%
CMBA
246
C.M. Bidwell & Associates
Hawaii
$1.78M +$181K +7,136 +10%
DHFB
247
Dixon Hubard Feinour & Brown
Virginia
$1.78M +$1.29M +50,797 +198%
AWA
248
Aquire Wealth Advisors
Utah
$1.75M -$115K -4,533 -6%
MAA
249
Mraz Amerine & Associates
California
$1.75M -$479K -18,935 -20%
IA
250
IFP Advisors
Florida
$1.73M

DFAC Hedge Fund Activity: Q2 2022 in Review

548 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Core Equity 2 ETF (DFAC) for Q2 2022, worth a combined $8.66B — down 2.2% from $8.86B a quarter earlier.

Buyers outnumbered sellers: 120 funds opened new DFAC positions and 27 closed out — a net gain of 93 holders — while 185 added to existing stakes and 131 trimmed.

The largest buyer was LPL Financial, opening a new position worth an estimated $378M. The largest seller was CFS Investment Advisory Services, cutting an estimated $69.5M.

  • 548 institutional investors held Dimensional US Core Equity 2 ETF (DFAC) as of Q2 2022, up from 461 in Q1 2022.
  • Funds reported $8.66B of Dimensional US Core Equity 2 ETF stock for Q2 2022, down 2.2% quarter-over-quarter.
  • 120 funds opened new Dimensional US Core Equity 2 ETF positions in Q2 2022 and 27 closed out, a net change of +93 holders.
  • The largest Dimensional US Core Equity 2 ETF buyer in Q2 2022 was LPL Financial, an estimated $378M added.
  • The largest Dimensional US Core Equity 2 ETF seller in Q2 2022 was CFS Investment Advisory Services, an estimated $69.5M sold.

Based on aggregated 13F filings for Q2 2022.