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Dimensional US Core Equity 2 ETF

668 hedge funds and large institutions have $15.2B invested in Dimensional US Core Equity 2 ETF in 2023 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 310 increasing their positions, 165 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 18

88% more repeat investments, than reductions

Existing positions increased: 310 | Existing positions reduced: 165

3% more funds holding

Funds holding: 648668 (+20)

4% less capital invested

Capital invested by funds: $15.8B → $15.2B (-$575M)

1% less funds holding in top 10

Funds holding in top 10: 161159 (-2)

2.27% less ownership

Funds ownership: 75.98%73.71% (-2.3%)

Holders
668
Holders Change
+20
Holders Change %
+3.09%
% of All Funds
10.49%
Holding in Top 10
159
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.24%
% of All Funds
2.5%
New
45
Increased
310
Reduced
165
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MAM
226
McLean Asset Management
Virginia
$6.83M -$735K -28,520 -10%
CA
227
CGN Advisors
Kansas
$6.45M +$1.29M +50,162 +27%
IAG
228
Investmark Advisory Group
Connecticut
$6.36M +$1.18M +45,854 +24%
ACP
229
Aveo Capital Partners
Colorado
$6.14M -$803K -31,172 -12%
SDWIA
230
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$6.14M +$1.63M +63,375 +39%
HCM
231
Hutchinson Capital Management
California
$6.11M +$5.07M +196,623 +693%
HKIMG
232
Hutchens & Kramer Investment Management Group
Indiana
$6.06M +$3.41M +132,180 +145%
IFS
233
Intelligent Financial Strategies
Minnesota
$6.02M -$123K -4,772 -2%
Morgan Stanley
234
Morgan Stanley
New York
$6.01M +$2.61M +101,275 +84%
RSWM
235
Robertson Stephens Wealth Management
California
$5.84M
MFC
236
Morris Financial Concepts
South Carolina
$5.72M +$20.9K +809 +0.4%
MAM
237
McCarthy Asset Management
California
$5.59M -$196K -7,620 -4%
Northwestern Mutual Wealth Management
238
Northwestern Mutual Wealth Management
Wisconsin
$5.5M +$223K +8,639 +4%
BA
239
Bridgewater Advisors
New York
$5.44M -$5.7K -221 -0.1%
GRP
240
Global Retirement Partners
California
$5.26M -$103K -4,006 -2%
CAN
241
Cetera Advisor Networks
California
$5.24M -$129 -5 -0%
PWA
242
Physician Wealth Advisors
Utah
$5.22M +$7.5K +291 +0.2%
CC
243
Copperleaf Capital
North Carolina
$5.11M +$1.83M +71,017 +61%
NHC
244
Nicholas Hoffman & Company
Georgia
$5.04M +$77 +3 +0%
SFS
245
Sowell Financial Services
Arkansas
$4.88M +$234K +9,060 +5%
VCP
246
Vista Capital Partners
Oregon
$4.86M
GVAG
247
Great Valley Advisor Group
Delaware
$4.85M +$205K +7,963 +5%
MWM
248
Meridian Wealth Management
Kentucky
$4.83M +$156K +6,045 +4%
AWP
249
Abacus Wealth Partners
California
$4.82M -$21.2K -824 -0.5%
MA
250
Mutual Advisors
Nebraska
$4.75M -$60.2K -2,334 -1%

DFAC Hedge Fund Activity: Q2 2023 in Review

668 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Core Equity 2 ETF (DFAC) for Q2 2023, worth a combined $15.2B — down 3.6% from $15.8B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new DFAC positions and 18 closed out — a net gain of 27 holders — while 310 added to existing stakes and 165 trimmed.

The largest buyer was Mercer Global Advisors, adding an estimated $345M. The largest seller was Summit Wealth Group, cutting an estimated $775M.

  • 668 institutional investors held Dimensional US Core Equity 2 ETF (DFAC) as of Q2 2023, up from 648 in Q1 2023.
  • Funds reported $15.2B of Dimensional US Core Equity 2 ETF stock for Q2 2023, down 3.6% quarter-over-quarter.
  • 45 funds opened new Dimensional US Core Equity 2 ETF positions in Q2 2023 and 18 closed out, a net change of +27 holders.
  • The largest Dimensional US Core Equity 2 ETF buyer in Q2 2023 was Mercer Global Advisors, an estimated $345M added.
  • The largest Dimensional US Core Equity 2 ETF seller in Q2 2023 was Summit Wealth Group, an estimated $775M sold.

Based on aggregated 13F filings for Q2 2023.