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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
SAM
301
Silvercrest Asset Management
New York
$970K
CCM
302
Coldstream Capital Management
Washington
$964K
ZIM
303
Zacks Investment Management
Illinois
$963K +$157K +6,183 +18%
CWM
304
Connecticut Wealth Management
Connecticut
$956K +$1.04M +41,050 New
KOMWMG
305
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$954K -$24.1K -951 -2%
FA
306
Fortis Advisors
Pennsylvania
$954K +$3.85K +152 +0.4%
WA
307
Wealth Architects
California
$953K -$87.6K -3,461 -8%
EFL
308
ERn Financial LLC
Wisconsin
$949K +$14.9K +587 +1%
AAS
309
Avantax Advisory Services
Texas
$948K -$6.99K -276 -0.7%
MIAS
310
Mason Investment Advisory Services
Virginia
$944K
BFS
311
Bard Financial Services
Connecticut
$917K
TNBTD
312
Trustmark National Bank Trust Department
Mississippi
$911K
SSW
313
Stone Summit Wealth
Florida
$898K +$98.5K +3,890 +11%
CC
314
Copperleaf Capital
North Carolina
$891K +$969K +38,256 New
AWS
315
Atria Wealth Solutions
New York
$864K +$47.5K +1,876 +5%
BFP
316
Brewster Financial Planning
New York
$857K
BCM
317
Brookstone Capital Management
Illinois
$825K +$874K +34,536 New
FI
318
Financial Insights
Washington
$823K +$894K +35,306 New
ECM
319
Evergreen Capital Management
Washington
$822K
ARC
320
Advisor Resource Council
Texas
$820K +$891K +35,203 New
Baird Financial Group
321
Baird Financial Group
Wisconsin
$803K +$13K +515 +2%
IWM
322
IHT Wealth Management
Illinois
$800K +$869K +34,326 New
BF
323
BOK Financial
Oklahoma
$792K -$5.9K -233 -0.7%
SF
324
Symphony Financial
Texas
$787K +$2.76K +109 +0.3%
AWA
325
Arete Wealth Advisors
Illinois
$756K +$4.56K +180 +0.6%

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.