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Dimensional US Core Equity 2 ETF

826 hedge funds and large institutions have $22.4B invested in Dimensional US Core Equity 2 ETF in 2024 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 338 increasing their positions, 244 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 30

39% more repeat investments, than reductions

Existing positions increased: 338 | Existing positions reduced: 244

3% more funds holding

Funds holding: 800826 (+26)

5% more capital invested

Capital invested by funds: $21.4B → $22.4B (+$984M)

1% more funds holding in top 10

Funds holding in top 10: 204206 (+2)

0.19% more ownership

Funds ownership: 78.2%78.39% (+0.19%)

Holders
826
Holders Change
+26
Holders Change %
+3.25%
% of All Funds
11.93%
Holding in Top 10
206
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+0.98%
% of All Funds
2.98%
New
64
Increased
338
Reduced
244
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KOMWMG
226
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$12.5M +$1.34M +42,550 +12%
SC
227
Schubert & Co
Texas
$12.4M
RFC
228
Regions Financial Corp
Alabama
$12.2M -$298K -9,455 -2%
IAN
229
Integrated Advisors Network
Texas
$12.1M -$43.5K -1,379 -0.4%
RS
230
Retirement Solution
Washington
$12M +$983K +31,164 +9%
GWWM
231
Great Waters Wealth Management
Minnesota
$11.8M -$101K -3,198 -0.9%
KLCM
232
KG&L Capital Management
Louisiana
$11.5M +$11.2M +355,575 New
CTWM
233
Cherry Tree Wealth Management
Minnesota
$11.3M -$65.6K -2,080 -0.6%
AW
234
Avion Wealth
Texas
$11.2M -$418K -13,265 -4%
SFA
235
Sequoia Financial Advisors
Ohio
$11.2M -$609K -19,303 -5%
HKIMG
236
Hutchens & Kramer Investment Management Group
Indiana
$11.2M +$418K +13,247 +4%
MG
237
MilWealth Group
Wisconsin
$11M -$204K -6,461 -2%
WAG
238
Winthrop Advisory Group
Massachusetts
$11M -$264K -8,371 -2%
SOAG
239
Silver Oak Advisory Group
Oregon
$10.9M +$426K +13,500 +4%
SWP
240
Stratos Wealth Partners
Ohio
$10.8M +$80.1K +2,541 +0.8%
ASI
241
Advisory Services & Investments
Oregon
$10.7M -$210K -6,669 -2%
Rockefeller Capital Management
242
Rockefeller Capital Management
New York
$10.7M +$428K +13,579 +4%
FOA
243
Five Oceans Advisors
California
$10.6M -$283K -8,975 -3%
MWM
244
Melfa Wealth Management
Massachusetts
$10.6M -$41.1K -1,302 -0.4%
KAM
245
Knightsbridge Asset Management
California
$10.5M +$540K +17,138 +6%
VWA
246
Visionary Wealth Advisors
Illinois
$10.5M -$136K -4,305 -1%
SAG
247
SageView Advisory Group
California
$10.3M -$587K -18,622 -6%
OA
248
Oceanside Advisors
South Carolina
$9.81M +$148K +4,705 +2%
CWM
249
Cedar Wealth Management
California
$9.75M
GLR
250
Great Lakes Retirement
Ohio
$9.71M -$619K -19,621 -6%

DFAC Hedge Fund Activity: Q2 2024 in Review

826 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Core Equity 2 ETF (DFAC) for Q2 2024, worth a combined $22.4B — up 4.6% from $21.4B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new DFAC positions and 30 closed out — a net gain of 34 holders — while 338 added to existing stakes and 244 trimmed.

The largest buyer was Savant Capital, adding an estimated $139M. The largest seller was Forum Financial Management, cutting an estimated $66.8M.

  • 826 institutional investors held Dimensional US Core Equity 2 ETF (DFAC) as of Q2 2024, up from 800 in Q1 2024.
  • Funds reported $22.4B of Dimensional US Core Equity 2 ETF stock for Q2 2024, up 4.6% quarter-over-quarter.
  • 64 funds opened new Dimensional US Core Equity 2 ETF positions in Q2 2024 and 30 closed out, a net change of +34 holders.
  • The largest Dimensional US Core Equity 2 ETF buyer in Q2 2024 was Savant Capital, an estimated $139M added.
  • The largest Dimensional US Core Equity 2 ETF seller in Q2 2024 was Forum Financial Management, an estimated $66.8M sold.

Based on aggregated 13F filings for Q2 2024.