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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
TIM
251
Tortoise Investment Management
New York
$4.57M +$302K +11,716 +7%
FA
252
Fiducient Advisors
Illinois
$4.55M +$14.9K +580 +0.3%
PA
253
PFG Advisors
Arizona
$4.52M +$788K +30,557 +22%
CSPIA
254
Cary Street Partners Investment Advisory
Virginia
$4.5M +$1.13M +43,996 +36%
BWA
255
BlueSky Wealth Advisors
North Carolina
$4.43M
NAS
256
Nicolet Advisory Services
Wisconsin
$4.42M -$232K -8,985 -5%
UWM
257
USAdvisors Wealth Management
Minnesota
$4.35M +$760K +29,488 +23%
LFA
258
LifeGuide Financial Advisors
Pennsylvania
$4.35M +$3.86M +149,668 +1,408%
WWM
259
Western Wealth Management
Colorado
$4.27M +$160K +6,203 +4%
CC
260
Callan Capital
California
$4.26M -$129K -5,009 -3%
CSWM
261
Cassady Schiller Wealth Management
Ohio
$4.25M -$237K -9,182 -6%
NL
262
NWAM LLC
Washington
$4.15M +$1.89M +73,259 +92%
WCWM
263
Willow Creek Wealth Management
California
$4.15M +$78.5K +3,047 +2%
MGIA
264
Moneta Group Investment Advisors
Missouri
$4.08M +$77.3K +3,001 +2%
RPCA
265
Running Point Capital Advisors
California
$4.03M -$3.97K -154 -0.1%
AFS
266
Annapolis Financial Services
Maryland
$4.03M +$59.2K +2,298 +2%
VVP
267
Venture Visionary Partners
Ohio
$3.84M -$212K -8,230 -5%
AFA
268
Alpha Financial Advisors
North Carolina
$3.67M -$62.3K -2,419 -2%
GAM
269
Gemmer Asset Management
California
$3.57M +$140K +5,436 +4%
PP
270
Prosperity Planning
Missouri
$3.49M -$214K -8,308 -6%
EIA
271
Eldridge Investment Advisors
New Hampshire
$3.41M +$242K +9,371 +8%
RJT
272
Raymond James Trust
Florida
$3.38M +$125K +4,831 +4%
RS
273
Retirement Solution
Washington
$3.35M +$107K +4,147 +3%
MWM
274
Mission Wealth Management
California
$3.33M -$100K -3,895 -3%
CW
275
CreativeOne Wealth
Kansas
$3.16M +$424K +16,453 +16%

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.