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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
2L
301
25 LLC
Missouri
$2.42M +$401K +15,545 +22%
TC
302
TownSquare Capital
Utah
$2.37M +$1.95M +75,787 +659%
ACA
303
Aptus Capital Advisors
Alabama
$2.35M -$16.4K -638 -0.7%
Renaissance Technologies
304
Renaissance Technologies
New York
$2.32M +$2.2M +85,300 New
FCI
305
Financial Counselors Inc
Kansas
$2.31M -$184K -7,142 -8%
AM
306
Atwater Malick
Pennsylvania
$2.31M +$7.45K +289 +0.3%
CCM
307
Carlson Capital Management
Minnesota
$2.28M -$40.8K -1,584 -2%
KCM
308
KM Capital Management
Texas
$2.24M +$14.2K +551 +0.7%
BAG
309
Briggs Advisory Group
Rhode Island
$2.24M +$19.5K +755 +0.9%
CMBA
310
C.M. Bidwell & Associates
Hawaii
$2.23M +$15.1K +585 +0.7%
LWM
311
LJI Wealth Management
Indiana
$2.21M +$41.7M +1,618,747 +1,999%
PCA
312
Pallas Capital Advisors
Massachusetts
$2.18M
Fidelity Investments
313
Fidelity Investments
Massachusetts
$2.12M +$37.5K +1,456 +2%
GAM
314
GEM Asset Management
Michigan
$2.12M +$107K +4,139 +6%
SIS
315
Strategic Investment Solutions
Illinois
$2.11M -$3.23M -125,375 -61%
MFG
316
Mendota Financial Group
Wisconsin
$2.06M +$981K +38,045 +100%
TFA
317
Tranquilli Financial Advisor
New Jersey
$2.06M +$175K +6,797 +10%
SSW
318
Stone Summit Wealth
Florida
$2.04M +$148K +5,744 +8%
Carson Wealth (CWM LLC)
319
Carson Wealth (CWM LLC)
Nebraska
$2.02M +$53.7K +2,082 +3%
BAAM
320
Baker Avenue Asset Management
California
$1.97M +$1.87M +72,633 New
LCM
321
Liberty Capital Management
Michigan
$1.96M +$1.86M +72,322 New
MWM
322
Marietta Wealth Management
Georgia
$1.94M
Rockefeller Capital Management
323
Rockefeller Capital Management
New York
$1.93M -$1.62M -62,751 -47%
CWG
324
Cornerstone Wealth Group
North Carolina
$1.87M +$17.1K +665 +1%
OW
325
Olistico Wealth
Oklahoma
$1.86M -$20.3K -789 -1%

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.