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Dimensional US Core Equity 2 ETF

648 hedge funds and large institutions have $15.8B invested in Dimensional US Core Equity 2 ETF in 2023 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 290 increasing their positions, 161 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

288% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 17

80% more repeat investments, than reductions

Existing positions increased: 290 | Existing positions reduced: 161

39% more capital invested

Capital invested by funds: $11.4B → $15.8B (+$4.41B)

6.01% more ownership

Funds ownership: 69.97%75.98% (+6%)

5% more funds holding

Funds holding: 616648 (+32)

3% more funds holding in top 10

Funds holding in top 10: 156161 (+5)

Holders
648
Holders Change
+32
Holders Change %
+5.19%
% of All Funds
10.33%
Holding in Top 10
161
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+3.21%
% of All Funds
2.57%
New
66
Increased
290
Reduced
161
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TIM
251
Tortoise Investment Management
New York
$3.99M +$540K +21,300 +16%
WWM
252
Western Wealth Management
Colorado
$3.85M +$734K +28,971 +24%
WCWM
253
Willow Creek Wealth Management
California
$3.82M +$55.3K +2,182 +1%
VVP
254
Venture Visionary Partners
Ohio
$3.82M +$3.22M +127,280 +567%
RPCA
255
Running Point Capital Advisors
California
$3.79M
MGIA
256
Moneta Group Investment Advisors
Missouri
$3.75M +$325K +12,838 +10%
AFS
257
Annapolis Financial Services
Maryland
$3.72M +$698K +27,541 +23%
AFA
258
Alpha Financial Advisors
North Carolina
$3.51M -$230K -9,072 -6%
PP
259
Prosperity Planning
Missouri
$3.49M +$9.4K +371 +0.3%
CIA
260
Caerus Investment Advisors
Texas
$3.48M +$3.46M +136,707 New
PA
261
PFG Advisors
Arizona
$3.47M +$2.68M +105,961 +353%
Rockefeller Capital Management
262
Rockefeller Capital Management
New York
$3.41M +$279K +11,014 +9%
UWM
263
USAdvisors Wealth Management
Minnesota
$3.33M +$733K +28,949 +28%
MWM
264
Mission Wealth Management
California
$3.22M -$84.9K -3,352 -3%
GAM
265
Gemmer Asset Management
California
$3.21M +$1.33M +52,527 +72%
CSPIA
266
Cary Street Partners Investment Advisory
Virginia
$3.11M +$608K +24,002 +25%
Morgan Stanley
267
Morgan Stanley
New York
$3.06M +$8.16K +322 +0.3%
RJT
268
Raymond James Trust
Florida
$3.05M +$30.7K +1,210 +1%
RS
269
Retirement Solution
Washington
$3.03M +$3.02M +119,084 New
BAM
270
Belpointe Asset Management
Nevada
$3.03M -$84K -3,314 -3%
CC
271
Copperleaf Capital
North Carolina
$2.99M +$2.06M +81,455 +227%
EIA
272
Eldridge Investment Advisors
New Hampshire
$2.96M +$296K +11,681 +11%
KF
273
Krilogy Financial
Missouri
$2.92M +$293K +11,575 +11%
GWM
274
Geneos Wealth Management
Colorado
$2.86M +$2.84M +112,265 New
PTC
275
Private Trust Company
Ohio
$2.82M +$4.41K +174 +0.2%

DFAC Hedge Fund Activity: Q1 2023 in Review

648 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Core Equity 2 ETF (DFAC) for Q1 2023, worth a combined $15.8B — up 39% from $11.4B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new DFAC positions and 17 closed out — a net gain of 49 holders — while 290 added to existing stakes and 161 trimmed.

The largest buyer was Summit Wealth Group, adding an estimated $781M. The largest seller was EP Wealth Advisors, cutting an estimated $27.4M.

  • 648 institutional investors held Dimensional US Core Equity 2 ETF (DFAC) as of Q1 2023, up from 616 in Q4 2022.
  • Funds reported $15.8B of Dimensional US Core Equity 2 ETF stock for Q1 2023, up 39% quarter-over-quarter.
  • 66 funds opened new Dimensional US Core Equity 2 ETF positions in Q1 2023 and 17 closed out, a net change of +49 holders.
  • The largest Dimensional US Core Equity 2 ETF buyer in Q1 2023 was Summit Wealth Group, an estimated $781M added.
  • The largest Dimensional US Core Equity 2 ETF seller in Q1 2023 was EP Wealth Advisors, an estimated $27.4M sold.

Based on aggregated 13F filings for Q1 2023.