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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
FA
376
Fortis Advisors
Pennsylvania
$1.12M +$3.69K +143 +0.3%
FTUS
377
Flow Traders U.S.
New York
$1.11M -$196K -7,606 -16%
CCM
378
Coldstream Capital Management
Washington
$1.11M -$5.1K -198 -0.5%
SIG
379
Spinnaker Investment Group
California
$1.09M +$181K +7,011 +21%
Goldman Sachs
380
Goldman Sachs
New York
$1.08M -$262K -10,151 -20%
PMG
381
ProVise Management Group
Florida
$1.08M +$8.17K +317 +0.8%
OSAM
382
O'Shaughnessy Asset Management
Connecticut
$1.08M -$35K -1,357 -3%
TNBTD
383
Trustmark National Bank Trust Department
Mississippi
$1.06M
WA
384
Wealth Advisors
California
$1.06M
AIP
385
Almanack Investment Partners
Pennsylvania
$1.05M
FMC
386
First Merchants Corp
Indiana
$1.04M -$70.3K -2,728 -7%
MIAS
387
Mason Investment Advisory Services
Virginia
$1.04M
BFP
388
Brewster Financial Planning
New York
$1.03M +$32.7K +1,270 +3%
OPWM
389
Oakwell Private Wealth Management
Texas
$1.03M
LG
390
LAM Group
Oregon
$1.03M -$1.39K -54 -0.1%
VWA
391
V Wealth Advisors
Kansas
$1.02M +$400K +15,501 +70%
CWM
392
Connecticut Wealth Management
Connecticut
$1.01M -$102K -3,951 -10%
LWM
393
Lodestone Wealth Management
Washington
$1M +$538K +20,858 New
DI
394
DFPG Investments
Utah
$999K +$920K +35,704 New
AWM
395
Aspire Wealth Management
Massachusetts
$972K +$108K +4,178 +13%
ECM
396
Evergreen Capital Management
Washington
$958K
Susquehanna International Group
397
Susquehanna International Group
Pennsylvania
$949K +$171K +6,622 +23%
CAM
398
Clark Asset Management
New Hampshire
$946K +$3.12K +121 +0.3%
BCM
399
Brookstone Capital Management
Illinois
$927K
SF
400
Symphony Financial
Texas
$903K +$2.68K +104 +0.3%

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.