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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
HWA
326
Heritage Wealth Advisors
Virginia
$755K
EW
327
Evoke Wealth
California
$749K
VPIM
328
Vanguard Personalized Indexing Management
California
$737K
UWM
329
USAdvisors Wealth Management
Minnesota
$734K +$14.3K +565 +2%
CFO
330
Collective Family Office
Pennsylvania
$732K
RA
331
Rise Advisors
New York
$732K +$2.99K +118 +0.4%
SMA
332
Sage Mountain Advisors
Georgia
$727K
QFA
333
Quantum Financial Advisors
California
$718K +$703K +27,771 New
FSWA
334
Financial Synergies Wealth Advisors
Texas
$715K +$777K +30,700 New
PWLP
335
Prio Wealth Limited Partnership
Massachusetts
$714K
TP
336
Tranquility Partners
Tennessee
$710K +$262K +10,363 +52%
BFA
337
Beacon Financial Advisory
Ohio
$704K +$766K +30,235 New
PIA
338
Perennial Investment Advisors
California
$694K +$754K +29,783 New
AG
339
Ascent Group
Virginia
$692K +$28.7K +1,134 +4%
HIG
340
Heritage Investment Group
Florida
$688K +$61.4K +2,425 +9%
MPW
341
Monterey Private Wealth
California
$663K +$1.37K +54 +0.2%
PIFP
342
Partners in Financial Planning
Virginia
$652K +$1.04K +41 +0.2%
BMD
343
Better Money Decisions
New Mexico
$646K +$87.9K +3,471 +14%
RF
344
Resolute Financial
Massachusetts
$646K +$702K +27,732 New
DJSG
345
D.J. St. Germain
Massachusetts
$645K
NWMG
346
National Wealth Management Group
Ohio
$642K -$5.72K -226 -0.8%
JIC
347
Johnson Investment Counsel
Ohio
$642K -$1.42K -56 -0.2%
GTAM
348
Global Trust Asset Management
Florida
$637K +$692K +27,338 +273,380%
FFS
349
Founders Financial Securities
Maryland
$636K -$19.1K -754 -3%
ICG
350
InterOcean Capital Group
Tennessee
$632K -$69.9K -2,762 -9%

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.