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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
MFC
326
Morris Financial Concepts
South Carolina
$7.22M -$5.6K -159 -0.1%
CSP
327
Cary Street Partners
Virginia
$7.18M +$7.31M +207,478 New
BA
328
Bridgewater Advisors
New York
$7.15M -$59.4K -1,688 -0.8%
ACP
329
Aveo Capital Partners
Colorado
$7.09M -$61.1K -1,735 -0.8%
OC
330
Optima Capital
Oregon
$7.08M +$7.21M +204,675 New
PA
331
PFG Advisors
Arizona
$7.06M +$210K +5,977 +3%
TC
332
TownSquare Capital
Utah
$6.9M +$553K +15,708 +9%
FI
333
Financial Insights
Washington
$6.87M -$1.33M -37,877 -16%
MF
334
Montis Financial
Massachusetts
$6.81M +$4.47M +127,055 +182%
BFG
335
Berger Financial Group
Minnesota
$6.73M +$6.65M +188,734 +3,183%
UWM
336
USAdvisors Wealth Management
Minnesota
$6.62M -$59.3K -1,683 -0.9%
KRW
337
Kaufman Rossin Wealth
Florida
$6.51M +$6.62M +188,090 New
IA
338
IFG Advisors
Missouri
$6.49M +$879K +24,965 +15%
CW
339
CreativeOne Wealth
Kansas
$6.45M +$109K +3,084 +2%
NHC
340
Nicholas Hoffman & Company
Georgia
$6.3M -$34.9K -991 -0.5%
MEG
341
Millstone Evans Group
Colorado
$6.04M +$6.15M +174,726 New
FA
342
Fiducient Advisors
Illinois
$5.9M +$17.3K +491 +0.3%
VWA
343
VSM Wealth Advisory
Maryland
$5.8M +$5.91M +167,697 New
MAM
344
McCarthy Asset Management
California
$5.77M -$703K -19,957 -11%
AAS
345
Avantax Advisory Services
Texas
$5.69M +$329K +9,352 +6%
CNC
346
Citizens & Northern Corp
Pennsylvania
$5.66M
BWA
347
BlueSky Wealth Advisors
North Carolina
$5.64M
HWA
348
HMV Wealth Advisors
Louisiana
$5.6M +$5.71M +162,038 New
VWA
349
Valued Wealth Advisors
Utah
$5.6M -$493K -13,993 -8%
AWM
350
Ariadne Wealth Management
California
$5.56M +$55K +1,563 +1%

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.