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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
IWM
326
IHT Wealth Management
Illinois
$1.58M +$71.4K +2,820 +5%
CAMG
327
CWA Asset Management Group
Florida
$1.56M
ACM
328
Advisors Capital Management
New Jersey
$1.52M -$76.7K -3,026 -5%
GFWA
329
Grey Fox Wealth Advisors
Delaware
$1.49M +$3.55K +140 +0.2%
Janney Montgomery Scott
330
Janney Montgomery Scott
Pennsylvania
$1.48M
AAS
331
Avantax Advisory Services
Texas
$1.46M +$513K +20,270 +55%
RCM
332
RB Capital Management
Nevada
$1.44M +$32.8K +1,293 +2%
CB
333
Commerce Bank
Missouri
$1.43M
BHWM
334
Beaird Harris Wealth Management
Texas
$1.42M +$456 +18 +0%
YAL
335
Your Advocates Ltd
Texas
$1.42M
VCM
336
Virtue Capital Management
Tennessee
$1.39M -$92.7K -3,658 -6%
DADC
337
D.A. Davidson & Co
Montana
$1.39M +$268K +10,591 +24%
LFG
338
Larson Financial Group
Missouri
$1.36M +$2.2K +87 +0.2%
MAA
339
Mraz Amerine & Associates
California
$1.35M -$374K -14,751 -22%
SFC
340
Strategic Financial Concepts
Texas
$1.34M +$1.33M +52,490 New
ZIM
341
Zacks Investment Management
Illinois
$1.33M +$6.31K +249 +0.5%
CCA
342
Cadent Capital Advisors
Oklahoma
$1.3M +$393K +15,508 +44%
SWP
343
Strategic Wealth Partners
Ohio
$1.27M
TRCT
344
Tower Research Capital (TRC)
New York
$1.27M +$1.05M +41,528 +493%
Goldman Sachs
345
Goldman Sachs
New York
$1.27M +$117K +4,613 +10%
JCM
346
Jacobi Capital Management
Pennsylvania
$1.26M +$70.2K +2,771 +6%
MA
347
MJP Associates
Connecticut
$1.25M -$532 -21 -0%
M&T Bank
348
M&T Bank
New York
$1.24M +$1.09K +43 +0.1%
BCP
349
Blue Chip Partners
Michigan
$1.24M +$2.94K +116 +0.2%
FTUS
350
Flow Traders U.S.
New York
$1.24M -$440K -17,352 -26%

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.