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Dimensional US Core Equity 2 ETF

826 hedge funds and large institutions have $22.4B invested in Dimensional US Core Equity 2 ETF in 2024 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 338 increasing their positions, 244 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 30

39% more repeat investments, than reductions

Existing positions increased: 338 | Existing positions reduced: 244

3% more funds holding

Funds holding: 800826 (+26)

5% more capital invested

Capital invested by funds: $21.4B → $22.4B (+$984M)

1% more funds holding in top 10

Funds holding in top 10: 204206 (+2)

0.19% more ownership

Funds ownership: 78.2%78.39% (+0.19%)

Holders
826
Holders Change
+26
Holders Change %
+3.25%
% of All Funds
11.93%
Holding in Top 10
206
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+0.98%
% of All Funds
2.98%
New
64
Increased
338
Reduced
244
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TFA
351
Tranquilli Financial Advisor
New Jersey
$3.1M +$35.5K +1,126 +1%
PP
352
Prosperity Planning
Missouri
$3.08M -$855K -27,113 -22%
RPGK
353
Retirement Planning Group (Kansas)
Kansas
$3.01M -$111K -3,521 -4%
WP
354
Wealthspan Partners
Iowa
$2.98M +$110K +3,474 +4%
AWM
355
AE Wealth Management
Kansas
$2.98M -$197K -6,242 -6%
FCH
356
Freestone Capital Holdings
Washington
$2.97M
LFAS
357
Level Four Advisory Services
Texas
$2.96M -$66.2K -2,100 -2%
Susquehanna International Group
358
Susquehanna International Group
Pennsylvania
$2.96M +$2.89M +91,671 New
TCWM
359
Total Clarity Wealth Management
Illinois
$2.95M +$12.1K +385 +0.4%
YWS
360
Yarger Wealth Strategies
Ohio
$2.92M -$99.3K -3,149 -3%
LWM
361
LJI Wealth Management
Indiana
$2.91M +$16.2K +515 +0.6%
FAIM
362
Financial Advocates Investment Management
Washington
$2.86M -$130K -4,110 -4%
LWM
363
Lakeridge Wealth Management
Ohio
$2.83M +$271K +8,580 +11%
WFA
364
WestHill Financial Advisors
California
$2.81M -$19.5K -617 -0.7%
2L
365
25 LLC
Missouri
$2.8M -$311K -9,854 -10%
PA
366
Parkside Advisors
California
$2.75M
CWP
367
Concord Wealth Partners
Virginia
$2.74M +$3.82K +121 +0.1%
GOCP
368
Great Oak Capital Partners
Massachusetts
$2.66M -$540K -17,120 -17%
CL
369
Choreo LLC
Illinois
$2.65M +$166K +5,257 +7%
TIAA Trust, National Association
370
TIAA Trust, National Association
North Carolina
$2.63M -$47.5K -1,505 -2%
AM
371
Atwater Malick
Pennsylvania
$2.62M +$7.5K +238 +0.3%
PCA
372
Pallas Capital Advisors
Massachusetts
$2.55M -$1.1K -35 -0%
KA
373
Kure Advisory
Minnesota
$2.52M +$112K +3,566 +5%
W
374
WealthCollab
Washington
$2.51M
IFS
375
Intelligent Financial Strategies
Minnesota
$2.49M +$315 +10 +0%

DFAC Hedge Fund Activity: Q2 2024 in Review

826 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Core Equity 2 ETF (DFAC) for Q2 2024, worth a combined $22.4B — up 4.6% from $21.4B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new DFAC positions and 30 closed out — a net gain of 34 holders — while 338 added to existing stakes and 244 trimmed.

The largest buyer was Savant Capital, adding an estimated $139M. The largest seller was Forum Financial Management, cutting an estimated $66.8M.

  • 826 institutional investors held Dimensional US Core Equity 2 ETF (DFAC) as of Q2 2024, up from 800 in Q1 2024.
  • Funds reported $22.4B of Dimensional US Core Equity 2 ETF stock for Q2 2024, up 4.6% quarter-over-quarter.
  • 64 funds opened new Dimensional US Core Equity 2 ETF positions in Q2 2024 and 30 closed out, a net change of +34 holders.
  • The largest Dimensional US Core Equity 2 ETF buyer in Q2 2024 was Savant Capital, an estimated $139M added.
  • The largest Dimensional US Core Equity 2 ETF seller in Q2 2024 was Forum Financial Management, an estimated $66.8M sold.

Based on aggregated 13F filings for Q2 2024.