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
ARIS
401
Advanced Research Investment Solutions
California
$392K
JFG
402
JMG Financial Group
Illinois
$391K +$425K +16,771 New
WA
403
WBH Advisory
Maryland
$390K
MSFS
404
Main Street Financial Solutions
Pennsylvania
$390K +$424K +16,744 New
FVWA
405
Foster Victor Wealth Advisors
South Carolina
$388K +$417K +16,477 New
PFPT
406
Pinnacle Financial Partners (Tennessee)
Tennessee
$385K
SS
407
Simplicity Solutions
Minnesota
$385K
Brown Advisory
408
Brown Advisory
Maryland
$382K +$415K +16,379 New
WA
409
Wealthstream Advisors
New York
$377K +$410K +16,174 New
FFA
410
First Foundation Advisors
California
$373K
JHCP
411
Jackson Hole Capital Partners
Oklahoma
$372K -$15.5K -611 -4%
SHGA
412
Sand Hill Global Advisors
California
$371K -$76K -3,002 -16%
FPS
413
Fieldpoint Private Securities
Connecticut
$369K +$401K +15,822 New
BIA
414
Bell Investment Advisors
California
$368K +$399K +15,776 New
S
415
Surevest
California
$367K +$399K +15,757 New
C
416
Certuity
Florida
$360K +$1.06K +42 +0.3%
RWA
417
Ropes Wealth Advisors
Massachusetts
$353K
CPO
418
Cerity Partners OCIO
New York
$346K
FWM
419
Fortress Wealth Management
California
$341K -$83K -3,280 -18%
TFA
420
Tranquilli Financial Advisor
New Jersey
$340K +$369K +14,582 New
WTA
421
Washington Trust Advisors
Massachusetts
$339K
SW
422
SVB Wealth
Massachusetts
$339K +$368K +14,534 New
GCM
423
G2 Capital Management
Ohio
$334K
LFG
424
Lockerman Financial Group
California
$334K
Natixis Advisors
425
Natixis Advisors
Massachusetts
$325K

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.