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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
H
351
HoyleCohen
California
$620K +$279 +11 +0%
NP
352
NorthRock Partners
Minnesota
$603K
ACM
353
Advisors Capital Management
New Jersey
$602K +$372K +14,710 +132%
ACA
354
Affinity Capital Advisors
California
$598K +$649K +25,646 New
CWM
355
CarsonAllaria Wealth Management
Illinois
$596K -$12.4K -488 -2%
SG
356
Stonnington Group
California
$590K +$624K +24,648 New
CFS
357
CRA Financial Services
New Jersey
$587K +$638K +25,195 New
RPSA
358
Richard P. Slaughter Associates
Texas
$586K
KA
359
Kovack Advisors
Florida
$580K +$25 +1 +0%
SWM
360
Shakespeare Wealth Management
Wisconsin
$578K +$226K +8,926 +57%
NAM
361
NorthCrest Asset Manangement
Minnesota
$566K +$615K +24,273 New
SRSA
362
S.R. Schill & Associates
Washington
$546K
VWA
363
V Wealth Advisors
Kansas
$535K +$582K +22,969 New
SPIA
364
Steward Partners Investment Advisory
New York
$533K
PCIA
365
Prime Capital Investment Advisors
Kansas
$531K +$49.4K +1,953 +9%
MPAM
366
Murphy Pohlad Asset Management
Minnesota
$524K
VWA
367
Visionary Wealth Advisors
Illinois
$523K +$734 +29 +0.1%
IGWM
368
ICA Group Wealth Management
Colorado
$523K +$93.6K +3,695 +23%
3LCM
369
3D/L Capital Management
Connecticut
$522K +$66K +2,607 +13%
QPWM
370
Quadrant Private Wealth Management
Pennsylvania
$521K -$15.2K -600 -3%
W
371
WealthOne
New York
$520K +$565K +22,333 New
BTW
372
Boston Trust Walden
Massachusetts
$502K
OSAM
373
O'Shaughnessy Asset Management
Connecticut
$497K +$276K +10,913 +105%
CAI
374
Capital Advisors Inc
Oklahoma
$488K -$84.3K -3,329 -14%
MFA
375
Morling Financial Advisors
California
$488K +$531K +20,958 New

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.