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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
MW
401
Marcum Wealth
Ohio
$1.96M -$64.7K -2,051 -3%
FWP
402
Family Wealth Partners
North Carolina
$1.95M
PWMG
403
Pioneer Wealth Management Group
Texas
$1.94M +$99.6K +3,158 +6%
SA
404
SpiderRock Advisors
Delaware
$1.92M +$68.2K +2,162 +4%
GFWA
405
Grey Fox Wealth Advisors
Delaware
$1.91M +$5.58K +177 +0.3%
OW
406
Olistico Wealth
Oklahoma
$1.9M
ACP
407
Aviance Capital Partners
Florida
$1.89M -$172K -5,465 -9%
CCA
408
Cadent Capital Advisors
Oklahoma
$1.85M +$2.81K +89 +0.2%
FFO
409
Fiduciary Family Office
Florida
$1.85M
TRCT
410
Tower Research Capital (TRC)
New York
$1.84M +$1.78M +56,376 +9,996%
VCM
411
Virtue Capital Management
Tennessee
$1.82M -$33.3K -1,056 -2%
AWA
412
Aquire Wealth Advisors
Utah
$1.81M -$36.3K -1,152 -2%
SWM
413
Sanctuary Wealth Management
Idaho
$1.78M -$32 -1 -0%
SPIA
414
Steward Partners Investment Advisory
New York
$1.77M -$6.02K -191 -0.3%
Lido Advisors
415
Lido Advisors
California
$1.76M -$44.5K -1,410 -3%
WPC
416
Wedmont Private Capital
Pennsylvania
$1.74M
BHWM
417
Beaird Harris Wealth Management
Texas
$1.73M -$27.6K -874 -2%
Northern Trust
418
Northern Trust
Illinois
$1.72M +$699K +22,161 +71%
FIM
419
Freedom Investment Management
Connecticut
$1.71M +$44.9K +1,423 +3%
LFG
420
Larson Financial Group
Missouri
$1.69M +$3.31K +105 +0.2%
QCIG
421
Quad-Cities Investment Group
Iowa
$1.66M +$35.1K +1,112 +2%
AO
422
Advisor OS
Illinois
$1.66M -$53.6K -1,701 -3%
MA
423
MJP Associates
Connecticut
$1.66M -$53.6K -1,701 -3%
CCWM
424
Cassaday & Co Wealth Management
Virginia
$1.64M -$285K -9,038 -15%
SWP
425
Strategic Wealth Partners
Ohio
$1.61M

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.