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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
SWG
351
Summit Wealth Group
Vermont
$1.23M +$781M +30,836,766 +6,146%
DW
352
Domani Wealth
Pennsylvania
$1.23M
PWMG
353
Pioneer Wealth Management Group
Texas
$1.21M -$75.3K -2,971 -6%
KPWS
354
Kestra Private Wealth Services
Texas
$1.21M
LA
355
Lifeworks Advisors
Michigan
$1.18M +$1.18M +46,490 New
BP
356
Ballentine Partners
Massachusetts
$1.18M
WS
357
Wedbush Securities
California
$1.18M +$54.2K +2,140 +5%
Northern Trust
358
Northern Trust
Illinois
$1.16M -$59.4K -2,346 -5%
CPCM
359
Cardinal Point Capital Management
Ontario, Canada
$1.14M
CPWMP
360
Cardinal Point Wealth Management Partners
California
$1.14M
AWS
361
Atria Wealth Solutions
New York
$1.13M -$13.2K -520 -1%
CMP
362
Coston McIsaac & Partners
Maine
$1.13M -$2.15K -85 -0.2%
CCWM
363
Cassaday & Co Wealth Management
Virginia
$1.11M
IC
364
IEQ Capital
California
$1.1M +$2.61K +103 +0.2%
BFS
365
Bard Financial Services
Connecticut
$1.07M
SAM
366
Silvercrest Asset Management
New York
$1.06M
FMC
367
First Merchants Corp
Indiana
$1.05M -$149K -5,895 -13%
FA
368
Fortis Advisors
Pennsylvania
$1.05M +$2.51K +99 +0.2%
Wells Fargo
369
Wells Fargo
California
$1.05M -$209K -8,240 -17%
CCM
370
Coldstream Capital Management
Washington
$1.05M
CWM
371
Connecticut Wealth Management
Connecticut
$1.05M
MFG
372
Mendota Financial Group
Wisconsin
$1.05M -$504K -19,907 -34%
OSAM
373
O'Shaughnessy Asset Management
Connecticut
$1.04M +$26.4K +1,042 +3%
GTAM
374
Global Trust Asset Management
Florida
$1.03M +$12.8K +505 +1%
PMG
375
ProVise Management Group
Florida
$1M -$11.9K -471 -1%

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.