We are live on ! Find out more
DFAC icon

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
TNBTD
376
Trustmark National Bank Trust Department
Mississippi
$997K
CAM
377
Cresset Asset Management
Illinois
$994K
AIP
378
Almanack Investment Partners
Pennsylvania
$984K +$978K +38,599 New
WA
379
Wealth Advisors
California
$980K -$25.7K -1,013 -3%
MIAS
380
Mason Investment Advisory Services
Virginia
$979K
OPWM
381
Oakwell Private Wealth Management
Texas
$968K -$262K -10,342 -21%
LG
382
LAM Group
Oregon
$966K -$74.5K -2,942 -7%
TI
383
tru Independence
Oregon
$944K +$400K +15,776 +74%
BFP
384
Brewster Financial Planning
New York
$937K
Brown Advisory
385
Brown Advisory
Maryland
$929K -$20.1K -793 -2%
ECM
386
Evergreen Capital Management
Washington
$899K
FFS
387
Founders Financial Securities
Maryland
$897K -$2.74K -108 -0.3%
BCM
388
Brookstone Capital Management
Illinois
$886K
CAM
389
Clark Asset Management
New Hampshire
$885K -$74.5K -2,941 -8%
SIG
390
Spinnaker Investment Group
California
$844K +$392K +15,470 +88%
SF
391
Symphony Financial
Texas
$840K -$8.38K -331 -1%
CFO
392
Collective Family Office
Pennsylvania
$835K
HWA
393
Heritage Wealth Advisors
Virginia
$826K
Bank of New York Mellon
394
Bank of New York Mellon
New York
$817K -$4.64K -183 -0.6%
TP
395
Tranquility Partners
Tennessee
$815K +$38.7K +1,527 +5%
RA
396
Rise Advisors
New York
$810K +$1.95K +77 +0.2%
AWM
397
Aspire Wealth Management
Massachusetts
$806K +$690K +27,223 +620%
VPIM
398
Vanguard Personalized Indexing Management
California
$805K
AWA
399
Arete Wealth Advisors
Illinois
$805K +$800K +31,577 New
DEM
400
Disciplined Equity Management
Florida
$798K +$1.52K +60 +0.2%

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.