We are live on ! Find out more
DFAC icon

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
FG
376
Foster Group
Iowa
$484K -$1.52M -59,992 -74%
BCI
377
Brinker Capital Investments
Pennsylvania
$471K -$207K -8,191 -29%
CBFP
378
Cedar Brook Financial Partners
Ohio
$471K -$6.33K -250 -1%
WEPOG
379
Wealth Enhancement & Preservation of GA
Georgia
$470K +$1.9K +75 +0.4%
TT
380
TI-Trust
Illinois
$466K
SRC
381
Sage Rhino Capital
California
$463K +$8.71K +344 +2%
HF
382
HRT Financial
New York
$458K +$498K +19,663 New
GI
383
Gradient Investments
Minnesota
$452K +$20.4K +807 +4%
FAT
384
First American Trust
California
$450K
WCM
385
Wealthcare Capital Management
Virginia
$448K +$487K +19,223 New
DWT
386
Dorsey & Whitney Trust
South Dakota
$445K
RC
387
RegentAtlantic Capital
New Jersey
$444K
DFA
388
DHJJ Financial Advisors
Illinois
$436K -$41.8K -1,650 -8%
EGWAG
389
Elwood & Goetz Wealth Advisory Group
Georgia
$434K +$471K +18,621 New
PCA
390
Providence Capital Advisors
North Carolina
$431K
Bank of New York Mellon
391
Bank of New York Mellon
New York
$430K -$1.14K -45 -0.2%
S
392
SignatureFD
Georgia
$427K
CCIA
393
Cherry Creek Investment Advisors
Colorado
$423K +$460K +18,157 New
CA
394
Continuum Advisory
Idaho
$422K +$1.29K +51 +0.3%
HFA
395
Highland Financial Advisors
New Jersey
$418K +$454K +17,939 New
RCG
396
Resource Consulting Group
Florida
$414K
Fifth Third Bancorp
397
Fifth Third Bancorp
Ohio
$411K
BRWA
398
B. Riley Wealth Advisors
Florida
$400K +$113K +4,458 +35%
PFA
399
Pettinga Financial Advisors
Indiana
$395K +$429K +16,939 New
EA
400
Evolution Advisers
Virginia
$392K -$54.1K -2,137 -11%

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.