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Dimensional US Core Equity 2 ETF
DFAC

765 hedge funds and large institutions have $19B invested in Dimensional US Core Equity 2 ETF in 2023 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 287 increasing their positions, 224 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 117 | Existing positions closed: 26

28% more repeat investments, than reductions

Existing positions increased: 287 | Existing positions reduced: 224

21% more funds holding in top 10

Funds holding in top 10: 166 → 201 (+35)

19% more capital invested

Capital invested by funds: $16B → $19B (+$2.98B)

12% more funds holding

Funds holding: 686 → 765 (+79)

2.02% more ownership

Funds ownership: 76.67% → 78.69% (+2%)

Holders
765
Holders Change
+79
Holders Change %
+11.52%
% of All Funds
11.15%
Holding in Top 10
201
Holding in Top 10 Change
+35
Holding in Top 10 Change %
+21.08%
% of All Funds
2.93%
New
117
Increased
287
Reduced
224
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$171M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$92.3M
3
AC
Apella Capital
Connecticut
+$75.6M
4
OIA
OneDigital Investment Advisors
Kansas
+$53M
5
PWS
Paragon Wealth Strategies
Florida
+$39.2M

Top Sellers

Rank Fund Capital Flow
1
SIS
Strategic Investment Solutions
Illinois
-$177M
2
FPAS
Focus Partners Advisor Solutions
Missouri
-$58.1M
3
Osaic Holdings
Osaic Holdings
Arizona
-$41.8M
4
UCFA
United Capital Financial Advisors
Texas
-$16.2M
5
RA
RFG Advisory
Alabama
-$9.41M
Name Holding Trade Value Shares
Change 		Change in
Stake
MGW
426
MB Generational Wealth
Washington
$1.29M +$1.19M +44,053 New
FIM
427
Freedom Investment Management
Connecticut
$1.28M +$1.19M +43,845 New
IC
428
IEQ Capital
California
$1.27M +$4.19K +155 +0.4%
GTAM
429
Global Trust Asset Management
Florida
$1.25M +$16K +591 +1%
IFG
430
Independent Financial Group
California
$1.23M +$866K +32,008 +319%
SAM
431
Silvercrest Asset Management
New York
$1.22M – – –
FA
432
Fortis Advisors
Pennsylvania
$1.22M +$3.95K +146 +0.4%
SRB
433
Shotwell Rutter Baer
Michigan
$1.21M +$1.13M +41,790 New
PFBT
434
Parkside Financial Bank & Trust
Missouri
$1.21M -$252K -9,325 -18%
FCG
435
Fielder Capital Group
Tennessee
$1.21M +$1.12M +41,287 New
CCM
436
Coldstream Capital Management
Washington
$1.2M – – –
OPWM
437
Oakwell Private Wealth Management
Texas
$1.19M -$10.5K -387 -0.9%
CA
438
Cetera Advisors
Colorado
$1.16M -$238K -8,798 -18%
OSAM
439
O'Shaughnessy Asset Management
Connecticut
$1.16M +$54 +2 +0%
TNBTD
440
Trustmark National Bank Trust Department
Mississippi
$1.14M – – –
JWCA
441
J.W. Cole Advisors
Florida
$1.14M +$1.06M +39,065 New
FMC
442
First Merchants Corp
Indiana
$1.12M – – –
MIAS
443
Mason Investment Advisory Services
Virginia
$1.12M – – –
PMG
444
ProVise Management Group
Florida
$1.12M +$3.22K +119 +0.3%
BFP
445
Brewster Financial Planning
New York
$1.11M – – –
WS
446
Wedbush Securities
California
$1.11M – – –
CWM
447
Connecticut Wealth Management
Connecticut
$1.08M – – –
CW
448
CreativeOne Wealth
Kansas
$1.07M +$144K +5,336 +17%
EP
449
Essential Planning
New Hampshire
$1.07M +$492K +18,164 +99%
CFG
450
Cooper Financial Group
California
$1.06M -$59.3K -2,193 -6%
16 17
18
19 20

DFAC Hedge Fund Activity: Q4 2023 in Review

765 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Core Equity 2 ETF (DFAC) for Q4 2023, worth a combined $19B — up 19% from $16B a quarter earlier.

Buyers outnumbered sellers: 117 funds opened new DFAC positions and 26 closed out — a net gain of 91 holders — while 287 added to existing stakes and 224 trimmed.

The largest buyer was Mercer Global Advisors, adding an estimated $171M. The largest seller was Strategic Investment Solutions, cutting an estimated $177M.

  • 765 institutional investors held Dimensional US Core Equity 2 ETF (DFAC) as of Q4 2023, up from 686 in Q3 2023.
  • Funds reported $19B of Dimensional US Core Equity 2 ETF stock for Q4 2023, up 19% quarter-over-quarter.
  • 117 funds opened new Dimensional US Core Equity 2 ETF positions in Q4 2023 and 26 closed out, a net change of +91 holders.
  • The largest Dimensional US Core Equity 2 ETF buyer in Q4 2023 was Mercer Global Advisors, an estimated $171M added.
  • The largest Dimensional US Core Equity 2 ETF seller in Q4 2023 was Strategic Investment Solutions, an estimated $177M sold.

Based on aggregated 13F filings for Q4 2023.