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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
SFM
326
Signet Financial Management
New Jersey
$1.86M +$3.27K +127 +0.2%
MW
327
Marcum Wealth
Ohio
$1.84M +$4K +155 +0.2%
AFA
328
American Financial Advisors
Georgia
$1.8M
GSC
329
Grey Street Capital
Illinois
$1.79M +$83.2K +3,229 +5%
SWM
330
Seaside Wealth Management
California
$1.77M +$5.57K +216 +0.3%
CL
331
Choreo LLC
Illinois
$1.69M
CAMG
332
CWA Asset Management Group
Florida
$1.67M
SWM
333
Sanctuary Wealth Management
Idaho
$1.65M +$1.57M +60,946 New
PWMG
334
Pioneer Wealth Management Group
Texas
$1.65M +$341K +13,211 +28%
GP
335
Girard Partners
Pennsylvania
$1.64M +$1.56M +60,377 New
ACM
336
Advisors Capital Management
New Jersey
$1.64M +$17.7K +687 +1%
RCM
337
RB Capital Management
Nevada
$1.64M +$96.9K +3,761 +7%
GFWA
338
Grey Fox Wealth Advisors
Delaware
$1.59M +$5.26K +204 +0.3%
Janney Montgomery Scott
339
Janney Montgomery Scott
Pennsylvania
$1.58M
CB
340
Commerce Bank
Missouri
$1.57M +$41.3K +1,603 +3%
AWA
341
Aquire Wealth Advisors
Utah
$1.55M -$342K -13,251 -19%
IWM
342
IHT Wealth Management
Illinois
$1.55M -$128K -4,962 -8%
BHWM
343
Beaird Harris Wealth Management
Texas
$1.51M +$670 +26 +0%
YAL
344
Your Advocates Ltd
Texas
$1.51M
VCM
345
Virtue Capital Management
Tennessee
$1.5M
DADC
346
D.A. Davidson & Co
Montana
$1.47M -$4.23K -164 -0.3%
LFG
347
Larson Financial Group
Missouri
$1.46M +$11K +427 +0.8%
SFC
348
Strategic Financial Concepts
Texas
$1.45M +$25.5K +989 +2%
FFA
349
Farther Finance Advisors
California
$1.45M +$705K +27,358 +106%
ZIM
350
Zacks Investment Management
Illinois
$1.43M +$6.34K +246 +0.5%

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.