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Dimensional US Core Equity 2 ETF
DFAC

800 hedge funds and large institutions have $21.4B invested in Dimensional US Core Equity 2 ETF in 2024 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 350 increasing their positions, 208 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

223% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 22

68% more repeat investments, than reductions

Existing positions increased: 350 | Existing positions reduced: 208

12% more capital invested

Capital invested by funds: $19B → $21.4B (+$2.36B)

5% more funds holding

Funds holding: 765 → 800 (+35)

1% more funds holding in top 10

Funds holding in top 10: 201 → 204 (+3)

0.49% less ownership

Funds ownership: 78.69% → 78.2% (-0.49%)

Holders
800
Holders Change
+35
Holders Change %
+4.58%
% of All Funds
11.52%
Holding in Top 10
204
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+1.49%
% of All Funds
2.94%
New
71
Increased
350
Reduced
208
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FPAS
Focus Partners Advisor Solutions
Missouri
+$188M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$127M
3
GM
GeoWealth Management
Illinois
+$86.1M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$68.8M
5
SIM
Stratos Investment Management
Ohio
+$44.6M

Top Sellers

Rank Fund Capital Flow
1
MHS
M Holdings Securities
Oregon
-$67.9M
2
PCA
Prosperity Capital Advisors
Ohio
-$47.1M
3
MSWM
McGlone Suttner Wealth Management
Wisconsin
-$33.6M
4
FFM
Forum Financial Management
Illinois
-$27.8M
5
SC
Savant Capital
Illinois
-$17.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
FAIM
351
Financial Advocates Investment Management
Washington
$2.97M -$40.2K -1,331 -1%
FCH
352
Freestone Capital Holdings
Washington
$2.94M -$230K -7,605 -8%
TCWM
353
Total Clarity Wealth Management
Illinois
$2.91M +$2.52M +83,426 +1,072%
LWM
354
LJI Wealth Management
Indiana
$2.87M +$28.3K +938 +1%
HWM
355
HFG Wealth Management
Texas
$2.85M -$3.22M -106,727 -54%
WP
356
Wealthspan Partners
Iowa
$2.84M +$614K +20,346 +30%
WFA
357
WestHill Financial Advisors
California
$2.8M – – –
EF
358
Empowered Funds
Pennsylvania
$2.75M +$2.6M +86,134 New
LFAS
359
Level Four Advisory Services
Texas
$2.75M – – –
PA
360
Parkside Advisors
California
$2.73M +$2.58M +85,409 New
CWP
361
Concord Wealth Partners
Virginia
$2.71M -$75.5K -2,500 -3%
TIAA Trust, National Association
362
TIAA Trust, National Association
North Carolina
$2.66M -$135K -4,469 -5%
Envestnet Portfolio Solutions
363
Envestnet Portfolio Solutions
Illinois
$2.62M -$252K -8,350 -9%
AM
364
Atwater Malick
Pennsylvania
$2.59M +$4.89K +162 +0.2%
MF
365
Montis Financial
Massachusetts
$2.59M +$2.45M +81,035 New
LWM
366
Lakeridge Wealth Management
Ohio
$2.53M +$361K +11,967 +18%
W
367
WealthCollab
Washington
$2.48M -$13.5K -448 -0.6%
CL
368
Choreo LLC
Illinois
$2.46M +$239K +7,924 +11%
AQR Capital Management
369
AQR Capital Management
Connecticut
$2.46M +$482K +15,955 +26%
IFS
370
Intelligent Financial Strategies
Minnesota
$2.46M -$4.11M -136,076 -64%
PCA
371
Pallas Capital Advisors
Massachusetts
$2.46M – – –
CCA
372
Clarity Capital Advisors
Florida
$2.43M +$2.23K +74 +0.1%
OCM
373
Orion Capital Management
California
$2.41M +$151 +5 +0%
KA
374
Kure Advisory
Minnesota
$2.38M +$54.5K +1,805 +2%
BAAM
375
Baker Avenue Asset Management
California
$2.32M – – –
13 14
15
16 17

DFAC Hedge Fund Activity: Q1 2024 in Review

800 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Core Equity 2 ETF (DFAC) for Q1 2024, worth a combined $21.4B — up 12% from $19B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new DFAC positions and 22 closed out — a net gain of 49 holders — while 350 added to existing stakes and 208 trimmed.

The largest buyer was Focus Partners Advisor Solutions, adding an estimated $188M. The largest seller was M Holdings Securities, cutting an estimated $67.9M.

  • 800 institutional investors held Dimensional US Core Equity 2 ETF (DFAC) as of Q1 2024, up from 765 in Q4 2023.
  • Funds reported $21.4B of Dimensional US Core Equity 2 ETF stock for Q1 2024, up 12% quarter-over-quarter.
  • 71 funds opened new Dimensional US Core Equity 2 ETF positions in Q1 2024 and 22 closed out, a net change of +49 holders.
  • The largest Dimensional US Core Equity 2 ETF buyer in Q1 2024 was Focus Partners Advisor Solutions, an estimated $188M added.
  • The largest Dimensional US Core Equity 2 ETF seller in Q1 2024 was M Holdings Securities, an estimated $67.9M sold.

Based on aggregated 13F filings for Q1 2024.