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Dimensional US Core Equity 2 ETF

648 hedge funds and large institutions have $15.8B invested in Dimensional US Core Equity 2 ETF in 2023 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 290 increasing their positions, 161 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

288% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 17

80% more repeat investments, than reductions

Existing positions increased: 290 | Existing positions reduced: 161

39% more capital invested

Capital invested by funds: $11.4B → $15.8B (+$4.41B)

6.01% more ownership

Funds ownership: 69.97%75.98% (+6%)

5% more funds holding

Funds holding: 616648 (+32)

3% more funds holding in top 10

Funds holding in top 10: 156161 (+5)

Holders
648
Holders Change
+32
Holders Change %
+5.19%
% of All Funds
10.33%
Holding in Top 10
161
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+3.21%
% of All Funds
2.57%
New
66
Increased
290
Reduced
161
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
YWM
451
Yoder Wealth Management
California
$539K +$536K +21,145 New
JIC
452
Johnson Investment Counsel
Ohio
$538K -$108K -4,252 -17%
SPP
453
Single Point Partners
Massachusetts
$534K
ACP
454
Aviance Capital Partners
Florida
$531K +$15.6K +615 +3%
WP
455
WealthShield Partners
North Carolina
$531K +$57.6K +2,273 +12%
Lido Advisors
456
Lido Advisors
California
$527K +$278K +10,979 +113%
CBFP
457
Cedar Brook Financial Partners
Ohio
$521K +$1.24K +49 +0.2%
WEPOG
458
Wealth Enhancement & Preservation of GA
Georgia
$520K +$1.27K +50 +0.2%
GI
459
Gradient Investments
Minnesota
$518K
SB
460
Strategic Blueprint
Georgia
$516K +$34.2K +1,350 +7%
CG
461
Caprock Group
Idaho
$516K +$513K +20,241 New
IA
462
IFP Advisors
Florida
$511K -$1.28M -50,634 -72%
AR
463
Apeiron RIA
Texas
$510K -$4.05K -160 -0.8%
LA
464
Lane & Associates
New Jersey
$508K +$76.4K +3,014 +18%
SRC
465
Sage Rhino Capital
California
$498K +$4.1K +162 +0.8%
FG
466
Foster Group
Iowa
$495K -$3.42K -135 -0.7%
Ameriprise
467
Ameriprise
Minnesota
$488K +$485K +19,157 New
Fifth Third Bancorp
468
Fifth Third Bancorp
Ohio
$484K -$10.2K -404 -2%
MFA
469
Morling Financial Advisors
California
$479K -$48.1K -1,898 -9%
PFBT
470
Parkside Financial Bank & Trust
Missouri
$479K -$14.6K -576 -3%
RCG
471
Resource Consulting Group
Florida
$475K
PCA
472
Providence Capital Advisors
North Carolina
$471K -$25 -1 -0%
RWM
473
Revisor Wealth Management
Ohio
$470K +$468K +18,458 New
TT
474
TI-Trust
Illinois
$469K -$40.7K -1,605 -8%
S
475
SignatureFD
Georgia
$467K

DFAC Hedge Fund Activity: Q1 2023 in Review

648 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Core Equity 2 ETF (DFAC) for Q1 2023, worth a combined $15.8B — up 39% from $11.4B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new DFAC positions and 17 closed out — a net gain of 49 holders — while 290 added to existing stakes and 161 trimmed.

The largest buyer was Summit Wealth Group, adding an estimated $781M. The largest seller was EP Wealth Advisors, cutting an estimated $27.4M.

  • 648 institutional investors held Dimensional US Core Equity 2 ETF (DFAC) as of Q1 2023, up from 616 in Q4 2022.
  • Funds reported $15.8B of Dimensional US Core Equity 2 ETF stock for Q1 2023, up 39% quarter-over-quarter.
  • 66 funds opened new Dimensional US Core Equity 2 ETF positions in Q1 2023 and 17 closed out, a net change of +49 holders.
  • The largest Dimensional US Core Equity 2 ETF buyer in Q1 2023 was Summit Wealth Group, an estimated $781M added.
  • The largest Dimensional US Core Equity 2 ETF seller in Q1 2023 was EP Wealth Advisors, an estimated $27.4M sold.

Based on aggregated 13F filings for Q1 2023.