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Dimensional US Core Equity 2 ETF

998 hedge funds and large institutions have $26.7B invested in Dimensional US Core Equity 2 ETF in 2024 Q4 according to their latest regulatory filings, with 174 funds opening new positions, 336 increasing their positions, 285 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

867% more first-time investments, than exits

New positions opened: 174 | Existing positions closed: 18

25% more funds holding in top 10

Funds holding in top 10: 211264 (+53)

18% more repeat investments, than reductions

Existing positions increased: 336 | Existing positions reduced: 285

16% more funds holding

Funds holding: 858998 (+140)

9% more capital invested

Capital invested by funds: $24.5B → $26.7B (+$2.23B)

4.04% more ownership

Funds ownership: 78.57%82.6% (+4%)

Holders
998
Holders Change
+140
Holders Change %
+16.32%
% of All Funds
13.15%
Holding in Top 10
264
Holding in Top 10 Change
+53
Holding in Top 10 Change %
+25.12%
% of All Funds
3.48%
New
174
Increased
336
Reduced
285
Closed
18
Calls
$1.38M
Puts
Net Calls
+$1.38M
Net Calls Change
-$1.22M
Name Holding Trade Value Shares
Change
Change in
Stake
WP
426
Wealthspan Partners
Iowa
$3.12M -$145K -4,126 -4%
1WM
427
1900 Wealth Management
Texas
$3.11M -$353K -10,013 -10%
LWM
428
LJI Wealth Management
Indiana
$3.09M -$14.6K -415 -0.5%
2L
429
25 LLC
Missouri
$3.05M +$54.3K +1,541 +2%
AWMM
430
Aegis Wealth Management (Maryland)
Maryland
$3.05M +$3.1M +88,032 New
WFA
431
WestHill Financial Advisors
California
$3.01M
Brown Advisory
432
Brown Advisory
Maryland
$3M +$553K +15,707 +22%
AIS
433
Accredited Investor Services
Minnesota
$2.99M +$3.04M +86,455 New
CWP
434
Concord Wealth Partners
Virginia
$2.95M +$6.37K +181 +0.2%
PA
435
Parkside Advisors
California
$2.93M -$24.7K -700 -0.8%
NA
436
Nautilus Advisors
California
$2.87M +$2.92M +82,994 New
FAIM
437
Financial Advocates Investment Management
Washington
$2.86M -$128K -3,632 -4%
CL
438
Choreo LLC
Illinois
$2.85M
Renaissance Technologies
439
Renaissance Technologies
New York
$2.82M +$2.87M +81,600 New
SPIA
440
Steward Partners Investment Advisory
New York
$2.79M +$25.3K +719 +0.9%
TIAA Trust, National Association
441
TIAA Trust, National Association
North Carolina
$2.78M -$60.4K -1,714 -2%
AM
442
Atwater Malick
Pennsylvania
$2.73M +$7.82K +222 +0.3%
IFS
443
Intelligent Financial Strategies
Minnesota
$2.67M +$352 +10 +0%
PCA
444
Pallas Capital Advisors
Massachusetts
$2.66M
SA
445
Seneschal Advisors
Washington
$2.64M +$2.69M +76,465 New
AWM
446
AE Wealth Management
Kansas
$2.64M -$1.1M -31,232 -29%
CCA
447
Clarity Capital Advisors
Florida
$2.63M +$916 +26 +0%
W
448
WealthCollab
Washington
$2.59M -$102K -2,902 -4%
OCM
449
Orion Capital Management
California
$2.54M -$44.9K -1,276 -2%
WWA
450
WCG Wealth Advisors
Nevada
$2.53M -$275K -7,809 -10%

DFAC Hedge Fund Activity: Q4 2024 in Review

998 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Core Equity 2 ETF (DFAC) for Q4 2024, worth a combined $26.7B — up 9.1% from $24.5B a quarter earlier.

Buyers outnumbered sellers: 174 funds opened new DFAC positions and 18 closed out — a net gain of 156 holders — while 336 added to existing stakes and 285 trimmed.

The largest buyer was Essential Planning, adding an estimated $137M. The largest seller was Mercer Global Advisors, cutting an estimated $127M.

  • 998 institutional investors held Dimensional US Core Equity 2 ETF (DFAC) as of Q4 2024, up from 858 in Q3 2024.
  • Funds reported $26.7B of Dimensional US Core Equity 2 ETF stock for Q4 2024, up 9.1% quarter-over-quarter.
  • 174 funds opened new Dimensional US Core Equity 2 ETF positions in Q4 2024 and 18 closed out, a net change of +156 holders.
  • The largest Dimensional US Core Equity 2 ETF buyer in Q4 2024 was Essential Planning, an estimated $137M added.
  • The largest Dimensional US Core Equity 2 ETF seller in Q4 2024 was Mercer Global Advisors, an estimated $127M sold.

Based on aggregated 13F filings for Q4 2024.