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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
KTC
426
Kistler-Tiffany Companies
Pennsylvania
$324K
FIA
427
Foundations Investment Advisors
Arizona
$322K +$125K +4,930 +56%
CIBC Private Wealth Group
428
CIBC Private Wealth Group
Georgia
$320K -$192K -7,596 -36%
AIA
429
Arbor Investment Advisors
North Carolina
$318K
AA
430
Advisory Alpha
Michigan
$318K +$354 +14 +0.1%
MFT
431
Moisand Fitzgerald Tamayo
Florida
$317K +$57.2K +2,258 +20%
SWM
432
Spire Wealth Management
Virginia
$311K +$338K +13,365 New
CAMV
433
Concord Asset Management (Virginia)
Virginia
$311K +$338K +13,339 New
DWP
434
Destiny Wealth Partners
Florida
$310K
BC
435
Bartlett & Co
Ohio
$309K
BCWM
436
Bartlett & Co Wealth Management
Ohio
$309K
IF
437
Intrua Financial
Texas
$307K
SBH
438
Segall Bryant & Hamill
Illinois
$304K
HG
439
Harbor Group
New Hampshire
$304K +$330K +13,043 New
VA
440
Valmark Advisers
Ohio
$302K
ACA
441
Aptus Capital Advisors
Alabama
$301K +$1.14K +45 +0.3%
GWANC
442
Guardian Wealth Advisors (North Carolina)
North Carolina
$301K +$327K +12,908 New
PWM
443
PRW Wealth Management
Massachusetts
$299K -$26.6K -1,052 -8%
PA
444
Parallel Advisors
California
$297K -$500K -19,738 -61%
KWS
445
Keystone Wealth Services
California
$296K
Fisher Asset Management
446
Fisher Asset Management
Washington
$295K +$5.29K +209 +2%
SFG
447
Sage Financial Group
Pennsylvania
$292K
TC
448
TownSquare Capital
Utah
$287K +$886 +35 +0.3%
BA
449
BCM Advisors
Louisiana
$287K +$296K +11,700 New
CIC
450
Cutler Investment Counsel
Oregon
$286K

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.