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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
EWA
451
Exencial Wealth Advisors
Oklahoma
$286K +$24.8K +981 +9%
ERIM
452
Eagle Ridge Investment Management
Connecticut
$285K
JFGLC
453
Johnson Financial Group LLC (Colorado)
Colorado
$283K -$7.34K -290 -2%
VF
454
Vista Finance
Missouri
$282K
CL
455
Choreo LLC
Illinois
$280K
Luther King Capital Management (LKCM)
456
Luther King Capital Management (LKCM)
Texas
$276K
EF
457
Exeter Financial
Arizona
$276K +$300K +11,860 New
GT
458
Glenmede Trust
Pennsylvania
$274K
Thrivent Financial for Lutherans
459
Thrivent Financial for Lutherans
Minnesota
$271K -$189K -7,447 -39%
Bessemer Group
460
Bessemer Group
New Jersey
$271K
RIA
461
Regal Investment Advisors
Michigan
$267K
WT
462
Washington Trust
Rhode Island
$266K
MCM
463
Monument Capital Management
Virginia
$262K +$284K +11,234 New
GD
464
Grandfield & Dodd
New York
$260K
PCA
465
Personal Capital Advisors
California
$259K
GEA
466
Glen Eagle Advisors
New Jersey
$251K +$1.04K +41 +0.4%
TC
467
Titleist Capital
Texas
$244K
ERWM
468
Elk River Wealth Management
Colorado
$244K +$9.22K +364 +4%
WWA
469
WCG Wealth Advisors
Nevada
$242K +$263K +10,381 New
IF
470
Ironwood Financial
Arizona
$241K +$262K +10,350 New
KPW
471
Kore Private Wealth
New York
$240K
WTC
472
WhitTier Trust Company
Nevada
$240K
HWM
473
Horizon Wealth Management
Illinois
$240K +$261K +10,306 New
TW
474
Transform Wealth
Colorado
$238K -$10K -396 -4%
EWM
475
Evercore Wealth Management
New York
$237K

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.