We are live on ! Find out more
DFAC icon

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
MA
326
Mutual Advisors
Nebraska
$3.89M +$92K +2,917 +3%
NAS
327
Nicolet Advisory Services
Wisconsin
$3.89M -$281K -8,914 -7%
WA
328
Wealth Architects
California
$3.83M -$132K -4,178 -3%
SDWIA
329
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$3.81M -$3.79M -120,244 -50%
AWA
330
Arbor Wealth Advisors
Michigan
$3.78M
VVP
331
Venture Visionary Partners
Ohio
$3.73M +$48.4K +1,536 +1%
IFA
332
Index Fund Advisors
California
$3.59M +$174K +5,526 +5%
W
333
WPWealth
Texas
$3.52M +$10.3K +327 +0.3%
MWM
334
Mission Wealth Management
California
$3.48M -$2.18M -69,219 -39%
GAM
335
GEM Asset Management
Michigan
$3.44M +$214K +6,787 +7%
Vanguard Group
336
Vanguard Group
Pennsylvania
$3.42M +$51.8K +1,643 +2%
SSW
337
Stone Summit Wealth
Florida
$3.39M +$255K +8,076 +8%
BFA
338
Buttonwood Financial Advisors
Maryland
$3.36M
CMBA
339
C.M. Bidwell & Associates
Hawaii
$3.35M +$197K +6,248 +6%
LAM
340
LifePro Asset Management
California
$3.31M -$27.8K -883 -0.9%
1WM
341
1900 Wealth Management
Texas
$3.31M -$3.94M -124,822 -55%
SWA
342
Stratos Wealth Advisors
Ohio
$3.28M +$3.21M +101,662 New
AWM
343
Aprio Wealth Management
Georgia
$3.18M +$76K +2,410 +3%
H
344
HoyleCohen
California
$3.18M -$254K -8,054 -8%
PGFC
345
Peapack-Gladstone Financial Corp
New Jersey
$3.17M +$1.07M +33,805 +52%
CG
346
Caprock Group
Idaho
$3.16M +$2.36M +74,813 +322%
ACM
347
Advisors Capital Management
New Jersey
$3.13M +$1.45M +45,911 +90%
WRPWM
348
Werba Rubin Papier Wealth Management
California
$3.12M +$31.9K +1,011 +1%
ACA
349
Aptus Capital Advisors
Alabama
$3.11M +$50K +1,587 +2%
WCA
350
Waypoint Capital Advisors
Minnesota
$3.1M +$1.92K +61 +0.1%

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.