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Dimensional US Core Equity 2 ETF

998 hedge funds and large institutions have $26.7B invested in Dimensional US Core Equity 2 ETF in 2024 Q4 according to their latest regulatory filings, with 174 funds opening new positions, 336 increasing their positions, 285 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

867% more first-time investments, than exits

New positions opened: 174 | Existing positions closed: 18

25% more funds holding in top 10

Funds holding in top 10: 211264 (+53)

18% more repeat investments, than reductions

Existing positions increased: 336 | Existing positions reduced: 285

16% more funds holding

Funds holding: 858998 (+140)

9% more capital invested

Capital invested by funds: $24.5B → $26.7B (+$2.23B)

4.04% more ownership

Funds ownership: 78.57%82.6% (+4%)

Holders
998
Holders Change
+140
Holders Change %
+16.32%
% of All Funds
13.15%
Holding in Top 10
264
Holding in Top 10 Change
+53
Holding in Top 10 Change %
+25.12%
% of All Funds
3.48%
New
174
Increased
336
Reduced
285
Closed
18
Calls
$1.38M
Puts
Net Calls
+$1.38M
Net Calls Change
-$1.22M
Name Holding Trade Value Shares
Change
Change in
Stake
WW
301
Waterfront Wealth
Kansas
$9.41M +$21.1K +599 +0.2%
XPN
302
XY Planning Network
Montana
$9.29M +$9.46M +268,631 New
FPCP
303
Fort Point Capital Partners
California
$9.21M +$82.4K +2,339 +0.9%
IAG
304
Investmark Advisory Group
Connecticut
$9.14M +$1.01M +28,605 +12%
GAM
305
Gemmer Asset Management
California
$8.77M +$91.6K +2,602 +1%
RRCM
306
Rappaport Reiches Capital Management
Illinois
$8.64M -$28.6K -812 -0.3%
AQR Capital Management
307
AQR Capital Management
Connecticut
$8.52M +$1.86M +52,898 +27%
E
308
EntreWealth
Texas
$8.52M +$8.83M +250,600 New
PAG
309
Poinciana Advisors Group
Florida
$8.48M +$8.64M +245,212 New
CCA
310
Criterion Capital Advisors
Tennessee
$8.36M
Fidelity Investments
311
Fidelity Investments
Massachusetts
$8.25M +$778K +22,079 +10%
LA
312
Legacy Advisors
Pennsylvania
$8.24M
AWM
313
Arista Wealth Management
Nevada
$8.15M +$458 +13 +0%
SPI
314
Sutton Place Investors
New York
$8.05M -$140K -3,976 -2%
CF
315
Conquis Financial
California
$8.02M +$8.17M +231,997 New
CA
316
Clune & Associates
Illinois
$8.01M +$8.15M +231,536 New
FFP
317
Freedom Financial Partners
Minnesota
$7.9M +$8.05M +228,508 New
GRP
318
Global Retirement Partners
California
$7.81M +$314K +8,904 +4%
SAM
319
Smartleaf Asset Management
Massachusetts
$7.81M +$505K +14,349 +7%
AIA
320
AssuredPartners Investment Advisors
Florida
$7.75M +$7.89M +224,092 New
KLCM
321
KG&L Capital Management
Louisiana
$7.66M -$2.76M -78,446 -26%
TIM
322
Tortoise Investment Management
New York
$7.58M -$51.7K -1,469 -0.7%
MFIM
323
Mesirow Financial Investment Management
Illinois
$7.56M +$238K +6,770 +3%
PWS
324
Physician Wealth Solutions
Nevada
$7.4M -$36.3K -1,032 -0.5%
CA
325
CGN Advisors
Kansas
$7.37M -$714K -20,266 -9%

DFAC Hedge Fund Activity: Q4 2024 in Review

998 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Core Equity 2 ETF (DFAC) for Q4 2024, worth a combined $26.7B — up 9.1% from $24.5B a quarter earlier.

Buyers outnumbered sellers: 174 funds opened new DFAC positions and 18 closed out — a net gain of 156 holders — while 336 added to existing stakes and 285 trimmed.

The largest buyer was Essential Planning, adding an estimated $137M. The largest seller was Mercer Global Advisors, cutting an estimated $127M.

  • 998 institutional investors held Dimensional US Core Equity 2 ETF (DFAC) as of Q4 2024, up from 858 in Q3 2024.
  • Funds reported $26.7B of Dimensional US Core Equity 2 ETF stock for Q4 2024, up 9.1% quarter-over-quarter.
  • 174 funds opened new Dimensional US Core Equity 2 ETF positions in Q4 2024 and 18 closed out, a net change of +156 holders.
  • The largest Dimensional US Core Equity 2 ETF buyer in Q4 2024 was Essential Planning, an estimated $137M added.
  • The largest Dimensional US Core Equity 2 ETF seller in Q4 2024 was Mercer Global Advisors, an estimated $127M sold.

Based on aggregated 13F filings for Q4 2024.