We are live on ! Find out more
DFAC icon

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
CCA
376
Clarity Capital Advisors
Florida
$2.45M +$3.41K +108 +0.1%
MF
377
Montis Financial
Massachusetts
$2.45M -$159K -5,047 -6%
WWA
378
WCG Wealth Advisors
Nevada
$2.44M +$747K +23,672 +46%
OCM
379
Orion Capital Management
California
$2.44M +$4.16K +132 +0.2%
Envestnet Portfolio Solutions
380
Envestnet Portfolio Solutions
Illinois
$2.42M -$222K -7,030 -9%
Two Sigma Investments
381
Two Sigma Investments
New York
$2.41M +$2.36M +74,700 New
HWM
382
HFG Wealth Management
Texas
$2.4M -$471K -14,936 -17%
SFM
383
Signet Financial Management
New Jersey
$2.35M +$80.3K +2,545 +4%
BAAM
384
Baker Avenue Asset Management
California
$2.34M
LCM
385
Liberty Capital Management
Michigan
$2.33M
MWM
386
Marietta Wealth Management
Georgia
$2.33M
Brown Advisory
387
Brown Advisory
Maryland
$2.28M +$3.25K +103 +0.1%
KCM
388
KM Capital Management
Texas
$2.28M +$6.69K +212 +0.3%
CW
389
CreativeOne Wealth
Kansas
$2.28M -$2.3M -73,058 -51%
MGW
390
MB Generational Wealth
Washington
$2.27M +$523K +16,583 +31%
VFIC
391
Valley Forge Investment Consultants
Pennsylvania
$2.21M
PWS
392
Physician Wealth Solutions
Nevada
$2.19M +$600K +19,014 +39%
FFA
393
Farther Finance Advisors
California
$2.17M +$781K +24,763 +58%
AFA
394
American Financial Advisors
Georgia
$2.13M
SWM
395
Seaside Wealth Management
California
$2.12M +$4.26K +135 +0.2%
M&T Bank
396
M&T Bank
New York
$2.1M -$909K -28,822 -31%
EFA
397
Edge Financial Advisors
Illinois
$2.09M +$897K +28,450 +78%
KFP
398
Keener Financial Planning
Texas
$2.02M
RCM
399
RB Capital Management
Nevada
$1.99M +$19.5K +619 +1%
CWG
400
Cornerstone Wealth Group
North Carolina
$1.96M

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.