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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
Wells Fargo
301
Wells Fargo
California
$5.06M +$793K +25,138 +19%
MCM
302
MAI Capital Management
Ohio
$5.02M -$270K -8,566 -5%
AWM
303
Apollon Wealth Management
South Carolina
$4.98M +$247K +7,841 +5%
Fidelity Investments
304
Fidelity Investments
Massachusetts
$4.93M +$876K +27,775 +22%
CSWM
305
Cassady Schiller Wealth Management
Ohio
$4.85M -$25.8K -818 -0.5%
MFIM
306
Mesirow Financial Investment Management
Illinois
$4.83M +$601K +19,071 +15%
IWS
307
Integrity Wealth Solutions
Colorado
$4.78M +$2.6M +82,375 +125%
CNC
308
Citizens & Northern Corp
Pennsylvania
$4.77M -$60.5K -1,917 -1%
TC
309
TownSquare Capital
Utah
$4.77M +$119K +3,775 +3%
WCWM
310
Willow Creek Wealth Management
California
$4.74M -$22.6K -716 -0.5%
MGIA
311
Moneta Group Investment Advisors
Missouri
$4.64M +$262K +8,322 +6%
MWM
312
Meridian Wealth Management
Kentucky
$4.57M +$4.47M +141,873 New
SIC
313
Samalin Investment Counsel
New York
$4.57M -$20.7K -655 -0.5%
FC
314
Financial Council
Maryland
$4.57M +$30.9K +981 +0.7%
AAS
315
Avantax Advisory Services
Texas
$4.56M +$216K +6,852 +5%
WWM
316
Western Wealth Management
Colorado
$4.43M -$79.4K -2,517 -2%
KF
317
Krilogy Financial
Missouri
$4.29M +$579K +18,351 +16%
PTC
318
Private Trust Company
Ohio
$4.29M +$403K +12,769 +11%
CC
319
Copperleaf Capital
North Carolina
$4.22M -$29.4K -931 -0.7%
BPWM
320
Black Point Wealth Management
Florida
$4.19M +$4.1M +129,952 New
DADC
321
D.A. Davidson & Co
Montana
$4.1M -$26.1K -829 -0.6%
AFA
322
Alpha Financial Advisors
North Carolina
$4.09M -$194K -6,161 -5%
CIA
323
Caerus Investment Advisors
Texas
$4.07M
CC
324
Callan Capital
California
$4.05M
AQR Capital Management
325
AQR Capital Management
Connecticut
$4.04M +$1.52M +48,278 +63%

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.