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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
Northwestern Mutual Wealth Management
276
Northwestern Mutual Wealth Management
Wisconsin
$7.22M +$477K +15,114 +7%
TIM
277
Tortoise Investment Management
New York
$7.16M +$554K +17,565 +9%
MSWM
278
Mowery & Schoenfeld Wealth Management
Illinois
$7.12M +$2.11M +66,940 +43%
MFC
279
Morris Financial Concepts
South Carolina
$6.76M -$6.97K -221 -0.1%
ACP
280
Aveo Capital Partners
Colorado
$6.76M -$20.7K -656 -0.3%
GRP
281
Global Retirement Partners
California
$6.57M +$65.6K +2,079 +1%
UWM
282
USAdvisors Wealth Management
Minnesota
$6.56M -$359K -11,391 -5%
BA
283
Bridgewater Advisors
New York
$6.54M -$160K -5,071 -2%
SAM
284
Smartleaf Asset Management
Massachusetts
$6.44M +$345K +10,937 +6%
PWA
285
Physician Wealth Advisors
Utah
$6.41M -$49.5K -1,570 -0.8%
PA
286
PFG Advisors
Arizona
$6.23M +$15.3K +485 +0.3%
MAM
287
McCarthy Asset Management
California
$6.2M -$140K -4,428 -2%
NHC
288
Nicholas Hoffman & Company
Georgia
$5.91M +$63 +2 +0%
HWMC
289
Heritage Wealth Management (California)
California
$5.68M -$136K -4,316 -2%
RJT
290
Raymond James Trust
Florida
$5.67M +$532K +16,871 +11%
VCP
291
Vista Capital Partners
Oregon
$5.62M -$171K -5,430 -3%
AWP
292
Abacus Wealth Partners
California
$5.48M -$45.8K -1,452 -0.8%
FA
293
Fiducient Advisors
Illinois
$5.47M +$16K +507 +0.3%
VWA
294
Valued Wealth Advisors
Utah
$5.4M +$53.5K +1,696 +1%
IA
295
IFG Advisors
Missouri
$5.28M +$1.44M +45,637 +39%
BWA
296
BlueSky Wealth Advisors
North Carolina
$5.26M -$978 -31 -0%
HCM
297
Hutchinson Capital Management
California
$5.17M -$2.42M -76,702 -32%
FCI
298
Financial Counselors Inc
Kansas
$5.14M -$267K -8,474 -5%
AWM
299
Ariadne Wealth Management
California
$5.13M +$5.02M +159,126 New
RPCA
300
Running Point Capital Advisors
California
$5.1M

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.