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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
JCM
351
Jacobi Capital Management
Pennsylvania
$1.39M +$45.6K +1,768 +4%
CCA
352
Cadent Capital Advisors
Oklahoma
$1.39M +$2.11K +82 +0.2%
SWP
353
Strategic Wealth Partners
Ohio
$1.36M
Brown Advisory
354
Brown Advisory
Maryland
$1.35M +$347K +13,453 +37%
MA
355
MJP Associates
Connecticut
$1.33M +$1.24K +48 +0.1%
BCP
356
Blue Chip Partners
Michigan
$1.33M +$4.38K +170 +0.3%
AO
357
Advisor OS
Illinois
$1.32M +$1.25M +48,502 New
CA
358
Cetera Advisors
Colorado
$1.3M -$16M -620,968 -93%
KPWS
359
Kestra Private Wealth Services
Texas
$1.29M
LA
360
Lifeworks Advisors
Michigan
$1.28M +$19.9K +772 +2%
BP
361
Ballentine Partners
Massachusetts
$1.25M
WS
362
Wedbush Securities
California
$1.25M
AWS
363
Atria Wealth Solutions
New York
$1.23M +$25.1K +975 +2%
Northern Trust
364
Northern Trust
Illinois
$1.22M -$10.3K -400 -0.9%
CMP
365
Coston McIsaac & Partners
Maine
$1.2M +$2.19K +85 +0.2%
TI
366
tru Independence
Oregon
$1.2M +$181K +7,024 +19%
Wells Fargo
367
Wells Fargo
California
$1.19M +$69.8K +2,710 +7%
MAA
368
Mraz Amerine & Associates
California
$1.19M -$239K -9,256 -17%
CCWM
369
Cassaday & Co Wealth Management
Virginia
$1.18M
IC
370
IEQ Capital
California
$1.17M +$3.89K +151 +0.4%
AAS
371
Avantax Advisory Services
Texas
$1.14M -$393K -15,247 -27%
BFS
372
Bard Financial Services
Connecticut
$1.14M
SAM
373
Silvercrest Asset Management
New York
$1.13M
CFG
374
Cooper Financial Group
California
$1.13M +$384K +14,916 +56%
GTAM
375
Global Trust Asset Management
Florida
$1.12M +$23.8K +925 +2%

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.