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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
CGPCS
251
Capital Group Private Client Services
California
$9.69M +$7.29K +231 +0.1%
AF
252
Advisornet Financial
Minnesota
$9.56M +$483K +15,312 +5%
RLWM
253
RF&L Wealth Management
Massachusetts
$9.42M -$27.4K -870 -0.3%
Pathstone Holdings
254
Pathstone Holdings
New Jersey
$9.32M -$317K -10,040 -3%
WFA
255
Websterrogers Financial Advisors
South Carolina
$9.28M -$63.6K -2,017 -0.7%
MAM
256
McLean Asset Management
Virginia
$9.26M +$398K +12,608 +5%
AL
257
Aspiriant LLC
California
$9.11M +$15.4K +488 +0.2%
SWM
258
Sterling Wealth Management
Illinois
$9.08M +$4.89K +155 +0.1%
FI
259
Financial Insights
Washington
$8.99M -$1.09M -34,641 -11%
WW
260
Waterfront Wealth
Kansas
$8.98M -$384K -12,161 -4%
RWI
261
Red Wave Investments
Pennsylvania
$8.88M -$13.4K -425 -0.2%
TI
262
tru Independence
Oregon
$8.81M +$696K +22,078 +9%
TWCA
263
Two West Capital Advisors
Kansas
$8.67M +$8.48M +268,838 New
RJA
264
Raymond James & Associates
Florida
$8.65M -$1.46M -46,431 -15%
RRCM
265
Rappaport Reiches Capital Management
Illinois
$8.62M -$19K -601 -0.2%
CSPIA
266
Cary Street Partners Investment Advisory
Virginia
$8.38M -$1.93M -61,059 -19%
CCA
267
Criterion Capital Advisors
Tennessee
$8.36M +$1.78M +56,430 +28%
FPCP
268
Fort Point Capital Partners
California
$8.3M
WANY
269
Wealthspire Advisors (New York)
New York
$7.97M +$645K +20,465 +9%
CA
270
CGN Advisors
Kansas
$7.81M +$48.2K +1,527 +0.6%
GAM
271
Gemmer Asset Management
California
$7.72M +$3.21M +101,875 +74%
SPI
272
Sutton Place Investors
New York
$7.67M -$67.6K -2,144 -0.9%
IAG
273
Investmark Advisory Group
Connecticut
$7.64M -$110K -3,496 -1%
AWM
274
Arista Wealth Management
Nevada
$7.6M +$2.82M +89,441 +61%
VPWA
275
Vestia Personal Wealth Advisors
Indiana
$7.39M +$7.24M +229,460 New

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.