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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
OCM
276
Orion Capital Management
California
$3.12M -$1.72M -66,681 -37%
KF
277
Krilogy Financial
Missouri
$3.12M +$2.96K +115 +0.1%
PTC
278
Private Trust Company
Ohio
$3.11M +$107K +4,167 +4%
GWM
279
Geneos Wealth Management
Colorado
$3.06M +$9.54K +370 +0.3%
IFA
280
Index Fund Advisors
California
$3.02M +$146K +5,658 +5%
WA
281
Wealth Architects
California
$2.99M +$449K +17,418 +19%
SIC
282
Samalin Investment Counsel
New York
$2.98M +$86.9K +3,370 +3%
FC
283
Financial Council
Maryland
$2.98M +$204K +7,902 +8%
AWM
284
Apollon Wealth Management
South Carolina
$2.98M +$180K +7,000 +7%
W
285
WPWealth
Texas
$2.95M +$4.97K +193 +0.2%
AWM
286
Aprio Wealth Management
Georgia
$2.95M +$338K +13,108 +14%
MCM
287
MAI Capital Management
Ohio
$2.89M
BFA
288
Buttonwood Financial Advisors
Maryland
$2.87M
CWP
289
Concord Wealth Partners
Virginia
$2.83M +$38.9K +1,511 +1%
RPGK
290
Retirement Planning Group (Kansas)
Kansas
$2.8M
LFAS
291
Level Four Advisory Services
Texas
$2.79M
FAIM
292
Financial Advocates Investment Management
Washington
$2.78M -$2.1M -81,540 -44%
FCH
293
Freestone Capital Holdings
Washington
$2.7M
WRPWM
294
Werba Rubin Papier Wealth Management
California
$2.67M -$65.2K -2,531 -3%
IA
295
IFG Advisors
Missouri
$2.66M +$38.4K +1,490 +2%
Vanguard Group
296
Vanguard Group
Pennsylvania
$2.61M
WFA
297
WestHill Financial Advisors
California
$2.51M -$16.4K -637 -0.7%
WCA
298
Waypoint Capital Advisors
Minnesota
$2.5M -$19.5K -755 -0.8%
AAS
299
Ameritas Advisory Services
Nebraska
$2.48M -$157K -6,073 -6%
TF
300
TIAA FSB
Florida
$2.48M +$60.9K +2,362 +3%

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.