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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
SMA
401
Sage Mountain Advisors
Georgia
$795K
FSWA
402
Financial Synergies Wealth Advisors
Texas
$791K +$1.9K +75 +0.2%
KWM
403
Kingsview Wealth Management
Oregon
$781K -$54.5K -2,150 -7%
PWLP
404
Prio Wealth Limited Partnership
Massachusetts
$781K
QCIG
405
Quad-Cities Investment Group
Iowa
$772K +$557K +22,006 +265%
FWA
406
FSM Wealth Advisors
Ohio
$770K
CSB
407
City State Bank
Iowa
$764K +$86.9K +3,430 +13%
EFL
408
ERn Financial LLC
Wisconsin
$759K -$75K -2,961 -9%
WWP
409
WR Wealth Planners
Missouri
$746K -$4.85M -191,498 -87%
SWM
410
Shakespeare Wealth Management
Wisconsin
$728K +$91K +3,592 +14%
PIA
411
Perennial Investment Advisors
California
$723K -$5.04K -199 -0.7%
HCM
412
Hutchinson Capital Management
California
$723K +$271K +10,692 +61%
SFS
413
Security Financial Services
Indiana
$722K -$562K -22,174 -44%
Susquehanna International Group
414
Susquehanna International Group
Pennsylvania
$722K +$130K +5,150 +22%
MPW
415
Monterey Private Wealth
California
$719K -$9.04K -357 -1%
EW
416
Evoke Wealth
California
$711K -$20K -790 -3%
NP
417
NorthRock Partners
Minnesota
$710K
BMD
418
Better Money Decisions
New Mexico
$708K +$1.52K +60 +0.2%
QFA
419
Quantum Financial Advisors
California
$708K
NWMG
420
National Wealth Management Group
Ohio
$697K +$405 +16 +0.1%
HIP
421
HUB Investment Partners
Texas
$694K -$10K -395 -1%
TA
422
TFB Advisors
Kansas
$694K -$146K -5,782 -18%
ICG
423
InterOcean Capital Group
Tennessee
$692K
CI
424
CX Institutional
Indiana
$688K +$108K +4,267 +19%
OC
425
Oakworth Capital
Alabama
$684K +$680K +26,845 New

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.