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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
QCIG
401
Quad-Cities Investment Group
Iowa
$898K +$71.3K +2,765 +9%
CFO
402
Collective Family Office
Pennsylvania
$884K -$5.77K -224 -0.7%
HWA
403
Heritage Wealth Advisors
Virginia
$880K
TP
404
Tranquility Partners
Tennessee
$868K
RA
405
Rise Advisors
New York
$866K +$2.86K +111 +0.3%
VPIM
406
Vanguard Personalized Indexing Management
California
$858K
DEM
407
Disciplined Equity Management
Florida
$853K +$2.83K +110 +0.4%
SMA
408
Sage Mountain Advisors
Georgia
$848K
FSWA
409
Financial Synergies Wealth Advisors
Texas
$846K +$2.78K +108 +0.3%
KWM
410
Kingsview Wealth Management
Oregon
$835K +$2.76K +107 +0.3%
EFL
411
ERn Financial LLC
Wisconsin
$835K +$25.1K +973 +3%
PWLP
412
Prio Wealth Limited Partnership
Massachusetts
$832K
FWA
413
FSM Wealth Advisors
Ohio
$825K
CSB
414
City State Bank
Iowa
$808K -$5.41K -210 -0.7%
PF
415
Parker Financial
Washington
$794K +$437K +16,962 +138%
SWM
416
Shakespeare Wealth Management
Wisconsin
$780K +$4.72K +183 +0.6%
PIA
417
Perennial Investment Advisors
California
$771K
MPW
418
Monterey Private Wealth
California
$767K +$954 +37 +0.1%
NWMG
419
National Wealth Management Group
Ohio
$762K +$593 +23 +0.1%
EW
420
Evoke Wealth
California
$758K
NP
421
NorthRock Partners
Minnesota
$757K
QFA
422
Quantum Financial Advisors
California
$754K
DJSG
423
D.J. St. Germain
Massachusetts
$752K +$714K +27,689 New
TA
424
TFB Advisors
Kansas
$742K +$2.45K +95 +0.3%
ICG
425
InterOcean Capital Group
Tennessee
$737K

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.