We are live on ! Find out more
DFAC icon

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
CB
276
Commerce Bank
Missouri
$1.43M
GAM
277
Gemmer Asset Management
California
$1.38M +$247K +9,748 +20%
Northern Trust
278
Northern Trust
Illinois
$1.36M +$107K +4,233 +8%
LFG
279
Larson Financial Group
Missouri
$1.32M +$4.76K +188 +0.3%
BHWM
280
Beaird Harris Wealth Management
Texas
$1.29M -$48.5K -1,914 -3%
YAL
281
Your Advocates Ltd
Texas
$1.29M
RCM
282
RB Capital Management
Nevada
$1.27M +$1.39M +54,725 New
KPWS
283
Kestra Private Wealth Services
Texas
$1.25M +$279 +11 +0%
Janney Montgomery Scott
284
Janney Montgomery Scott
Pennsylvania
$1.23M +$1.32M +51,980 New
DADC
285
D.A. Davidson & Co
Montana
$1.21M -$7.52K -297 -0.6%
CMP
286
Coston McIsaac & Partners
Maine
$1.16M +$1.26M +49,712 New
Financial Engines Advisors
287
Financial Engines Advisors
California
$1.15M -$9.42K -372 -0.7%
MA
288
MJP Associates
Connecticut
$1.15M +$130K +5,124 +12%
SFM
289
Signet Financial Management
New Jersey
$1.15M +$5.92K +234 +0.5%
DW
290
Domani Wealth
Pennsylvania
$1.14M -$177 -7 -0%
OPWM
291
Oakwell Private Wealth Management
Texas
$1.12M
BCP
292
Blue Chip Partners
Michigan
$1.12M +$4.56K +180 +0.4%
WS
293
Wedbush Securities
California
$1.09M +$1.18M +46,789 New
SWM
294
Sanctuary Wealth Management
Idaho
$1.08M +$1.17M +46,403 New
Wealth Enhancement Advisory Services
295
Wealth Enhancement Advisory Services
Minnesota
$1.08M +$170K +6,719 +18%
BP
296
Ballentine Partners
Massachusetts
$1.08M
CPWMP
297
Cardinal Point Wealth Management Partners
California
$1.04M -$144K -5,675 -11%
CAM
298
Cresset Asset Management
Illinois
$997K
IC
299
IEQ Capital
California
$991K +$4.05K +160 +0.4%
PMG
300
ProVise Management Group
Florida
$978K -$24.4K -964 -2%

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.