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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
CAMG
251
CWA Asset Management Group
Florida
$1.72M +$1.14K +45 +0.1%
Carson Wealth (CWM LLC)
252
Carson Wealth (CWM LLC)
Nebraska
$1.72M +$1.87M +73,679 New
CSPIA
253
Cary Street Partners Investment Advisory
Virginia
$1.69M +$1.84M +72,576 New
GVAG
254
Great Valley Advisor Group
Delaware
$1.68M +$1.82M +71,916 New
MWM
255
Marietta Wealth Management
Georgia
$1.66M
SWM
256
Seaside Wealth Management
California
$1.65M +$1.64M +64,963 New
JCM
257
Jacobi Capital Management
Pennsylvania
$1.65M +$1.79M +70,730 New
SWP
258
Stratos Wealth Partners
Ohio
$1.63M +$704K +27,798 +66%
WCA
259
Waypoint Capital Advisors
Minnesota
$1.63M -$836 -33 -0%
MW
260
Marcum Wealth
Ohio
$1.6M +$1.74M +68,684 New
MWM
261
Mattern Wealth Management
Kansas
$1.6M +$275K +10,873 +19%
CWG
262
Cornerstone Wealth Group
North Carolina
$1.59M
CWM
263
Cahill Wealth Management
Michigan
$1.56M +$1.51M +59,801 +814%
PCA
264
Pallas Capital Advisors
Massachusetts
$1.53M +$1.59M +62,708 New
VVP
265
Venture Visionary Partners
Ohio
$1.53M
WW
266
Waterfront Wealth
Kansas
$1.53M
Wells Fargo
267
Wells Fargo
California
$1.52M -$207K -8,179 -11%
CWA
268
Clarus Wealth Advisors
Arizona
$1.5M +$1.61M +63,626 New
US Bancorp
269
US Bancorp
Minnesota
$1.49M -$528K -20,853 -25%
RJA
270
Raymond James & Associates
Florida
$1.48M +$438K +17,286 +37%
BAG
271
Briggs Advisory Group
Rhode Island
$1.48M -$178K -7,048 -10%
LWAC
272
Laurel Wealth Advisors (California)
California
$1.47M +$314K +12,400 +25%
VCM
273
Virtue Capital Management
Tennessee
$1.44M -$111K -4,366 -7%
FC
274
Financial Council
Maryland
$1.43M +$258K +10,177 +20%
Susquehanna International Group
275
Susquehanna International Group
Pennsylvania
$1.43M +$1.55M +61,339 New

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.