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Dimensional US Core Equity 2 ETF

648 hedge funds and large institutions have $15.8B invested in Dimensional US Core Equity 2 ETF in 2023 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 290 increasing their positions, 161 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

288% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 17

80% more repeat investments, than reductions

Existing positions increased: 290 | Existing positions reduced: 161

39% more capital invested

Capital invested by funds: $11.4B → $15.8B (+$4.41B)

6.01% more ownership

Funds ownership: 69.97%75.98% (+6%)

5% more funds holding

Funds holding: 616648 (+32)

3% more funds holding in top 10

Funds holding in top 10: 156161 (+5)

Holders
648
Holders Change
+32
Holders Change %
+5.19%
% of All Funds
10.33%
Holding in Top 10
161
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+3.21%
% of All Funds
2.57%
New
66
Increased
290
Reduced
161
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
301
BlackRock
New York
$2.16M -$17.7K -699 -0.8%
AM
302
Atwater Malick
Pennsylvania
$2.16M +$5.07K +200 +0.2%
KCM
303
KM Capital Management
Texas
$2.08M +$5.02K +198 +0.2%
BAG
304
Briggs Advisory Group
Rhode Island
$2.08M +$40.2K +1,586 +2%
CMBA
305
C.M. Bidwell & Associates
Hawaii
$2.08M +$57.4K +2,267 +3%
LWM
306
LJI Wealth Management
Indiana
$2.06M -$3.32K -131 -0.2%
NL
307
NWAM LLC
Washington
$2.03M -$1.9M -74,868 -48%
PCA
308
Pallas Capital Advisors
Massachusetts
$2.02M -$60.4K -2,385 -3%
Wealth Enhancement Advisory Services
309
Wealth Enhancement Advisory Services
Minnesota
$1.96M -$54.5K -2,150 -3%
Fidelity Investments
310
Fidelity Investments
Massachusetts
$1.96M -$41.8K -1,652 -2%
GAM
311
GEM Asset Management
Michigan
$1.88M +$208K +8,212 +13%
Carson Wealth (CWM LLC)
312
Carson Wealth (CWM LLC)
Nebraska
$1.84M +$39.9K +1,576 +2%
2L
313
25 LLC
Missouri
$1.82M +$1.82M +71,962 New
MWM
314
Marietta Wealth Management
Georgia
$1.82M
AWA
315
Aquire Wealth Advisors
Utah
$1.8M +$279 +11 +0%
SSW
316
Stone Summit Wealth
Florida
$1.76M +$329K +12,986 +23%
OW
317
Olistico Wealth
Oklahoma
$1.76M
TFA
318
Tranquilli Financial Advisor
New Jersey
$1.76M +$283K +11,191 +19%
CWG
319
Cornerstone Wealth Group
North Carolina
$1.74M
SFM
320
Signet Financial Management
New Jersey
$1.74M +$21.7K +856 +1%
MW
321
Marcum Wealth
Ohio
$1.72M +$2.69K +106 +0.2%
AFA
322
American Financial Advisors
Georgia
$1.69M
SWM
323
Seaside Wealth Management
California
$1.66M -$11.2K -443 -0.7%
GSC
324
Grey Street Capital
Illinois
$1.6M +$1.59M +62,611 New
CL
325
Choreo LLC
Illinois
$1.59M -$10.1K -400 -0.6%

DFAC Hedge Fund Activity: Q1 2023 in Review

648 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Core Equity 2 ETF (DFAC) for Q1 2023, worth a combined $15.8B — up 39% from $11.4B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new DFAC positions and 17 closed out — a net gain of 49 holders — while 290 added to existing stakes and 161 trimmed.

The largest buyer was Summit Wealth Group, adding an estimated $781M. The largest seller was EP Wealth Advisors, cutting an estimated $27.4M.

  • 648 institutional investors held Dimensional US Core Equity 2 ETF (DFAC) as of Q1 2023, up from 616 in Q4 2022.
  • Funds reported $15.8B of Dimensional US Core Equity 2 ETF stock for Q1 2023, up 39% quarter-over-quarter.
  • 66 funds opened new Dimensional US Core Equity 2 ETF positions in Q1 2023 and 17 closed out, a net change of +49 holders.
  • The largest Dimensional US Core Equity 2 ETF buyer in Q1 2023 was Summit Wealth Group, an estimated $781M added.
  • The largest Dimensional US Core Equity 2 ETF seller in Q1 2023 was EP Wealth Advisors, an estimated $27.4M sold.

Based on aggregated 13F filings for Q1 2023.