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Dimensional US Core Equity 2 ETF

998 hedge funds and large institutions have $26.7B invested in Dimensional US Core Equity 2 ETF in 2024 Q4 according to their latest regulatory filings, with 174 funds opening new positions, 336 increasing their positions, 285 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

867% more first-time investments, than exits

New positions opened: 174 | Existing positions closed: 18

25% more funds holding in top 10

Funds holding in top 10: 211264 (+53)

18% more repeat investments, than reductions

Existing positions increased: 336 | Existing positions reduced: 285

16% more funds holding

Funds holding: 858998 (+140)

9% more capital invested

Capital invested by funds: $24.5B → $26.7B (+$2.23B)

4.04% more ownership

Funds ownership: 78.57%82.6% (+4%)

Holders
998
Holders Change
+140
Holders Change %
+16.32%
% of All Funds
13.15%
Holding in Top 10
264
Holding in Top 10 Change
+53
Holding in Top 10 Change %
+25.12%
% of All Funds
3.48%
New
174
Increased
336
Reduced
285
Closed
18
Calls
$1.38M
Puts
Net Calls
+$1.38M
Net Calls Change
-$1.22M
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
376
MAI Capital Management
Ohio
$4.53M -$869K -24,676 -16%
VCP
377
Vista Capital Partners
Oregon
$4.47M -$1.64M -46,555 -26%
CIA
378
Caerus Investment Advisors
Texas
$4.37M +$3.84K +109 +0.1%
PTC
379
Private Trust Company
Ohio
$4.34M -$454K -12,901 -9%
DADC
380
D.A. Davidson & Co
Montana
$4.33M -$66.5K -1,889 -1%
AFA
381
Alpha Financial Advisors
North Carolina
$4.31M -$60.2K -1,708 -1%
KF
382
Krilogy Financial
Missouri
$4.3M -$2.01K -57 -0%
WA
383
Wealth Architects
California
$4.29M +$81.4K +2,312 +2%
SSW
384
Stone Summit Wealth
Florida
$4.25M -$43.6K -1,239 -1%
SDWIA
385
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$4.21M -$49.8K -1,415 -1%
MA
386
Mutual Advisors
Nebraska
$4.21M +$60.2K +1,710 +1%
ACA
387
Aptus Capital Advisors
Alabama
$4.16M -$2.73M -77,595 -39%
EFA
388
Edge Financial Advisors
Illinois
$4.15M +$1.65M +46,895 +64%
APW
389
Austin Private Wealth
Texas
$4.09M +$4.17M +118,361 New
BF
390
Baring Financial
Washington
$4.09M +$4.16M +118,262 New
CC
391
Callan Capital
California
$4.08M -$214K -6,089 -5%
SIC
392
Samalin Investment Counsel
New York
$4.07M -$763K -21,666 -16%
AWA
393
Arbor Wealth Advisors
Michigan
$4.06M
NAS
394
Nicolet Advisory Services
Wisconsin
$4.05M -$13.9K -396 -0.3%
EMC
395
Everest Management Corp
California
$3.94M +$4.02M +114,049 New
MWM
396
Meridian Wealth Management
Kentucky
$3.92M -$990K -28,109 -20%
TWM
397
TCFG Wealth Management
California
$3.84M +$53.1K +1,508 +1%
IFA
398
Index Fund Advisors
California
$3.82M -$7.33K -208 -0.2%
LWM
399
Lakeridge Wealth Management
Ohio
$3.82M +$497K +14,106 +15%
CW
400
Curio Wealth
Maryland
$3.81M +$3.87M +110,019 New

DFAC Hedge Fund Activity: Q4 2024 in Review

998 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Core Equity 2 ETF (DFAC) for Q4 2024, worth a combined $26.7B — up 9.1% from $24.5B a quarter earlier.

Buyers outnumbered sellers: 174 funds opened new DFAC positions and 18 closed out — a net gain of 156 holders — while 336 added to existing stakes and 285 trimmed.

The largest buyer was Essential Planning, adding an estimated $137M. The largest seller was Mercer Global Advisors, cutting an estimated $127M.

  • 998 institutional investors held Dimensional US Core Equity 2 ETF (DFAC) as of Q4 2024, up from 858 in Q3 2024.
  • Funds reported $26.7B of Dimensional US Core Equity 2 ETF stock for Q4 2024, up 9.1% quarter-over-quarter.
  • 174 funds opened new Dimensional US Core Equity 2 ETF positions in Q4 2024 and 18 closed out, a net change of +156 holders.
  • The largest Dimensional US Core Equity 2 ETF buyer in Q4 2024 was Essential Planning, an estimated $137M added.
  • The largest Dimensional US Core Equity 2 ETF seller in Q4 2024 was Mercer Global Advisors, an estimated $127M sold.

Based on aggregated 13F filings for Q4 2024.