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Dimensional US Core Equity 2 ETF

668 hedge funds and large institutions have $15.2B invested in Dimensional US Core Equity 2 ETF in 2023 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 310 increasing their positions, 165 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 18

88% more repeat investments, than reductions

Existing positions increased: 310 | Existing positions reduced: 165

3% more funds holding

Funds holding: 648668 (+20)

4% less capital invested

Capital invested by funds: $15.8B → $15.2B (-$575M)

1% less funds holding in top 10

Funds holding in top 10: 161159 (-2)

2.27% less ownership

Funds ownership: 75.98%73.71% (-2.3%)

Holders
668
Holders Change
+20
Holders Change %
+3.09%
% of All Funds
10.49%
Holding in Top 10
159
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.24%
% of All Funds
2.5%
New
45
Increased
310
Reduced
165
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BB
451
Busey Bank
Illinois
$595K
MKA
452
M. Kulyk & Associates
Georgia
$594K
LA
453
Lane & Associates
New Jersey
$588K +$44.7K +1,735 +9%
EWA
454
Exencial Wealth Advisors
Oklahoma
$586K +$237K +9,208 +75%
BTW
455
Boston Trust Walden
Massachusetts
$585K
CSIC
456
Clifford Swan Investment Counsel
California
$582K
GCA
457
Gradient Capital Advisors
California
$579K +$79.5K +3,084 +17%
YWM
458
Yoder Wealth Management
California
$574K
CBFP
459
Cedar Brook Financial Partners
Ohio
$572K +$16.7K +649 +3%
ACP
460
Aviance Capital Partners
Florida
$571K +$5.13K +199 +1%
SPP
461
Single Point Partners
Massachusetts
$569K
FFS
462
Founders Financial Securities
Maryland
$567K -$370K -14,336 -41%
SPIA
463
Steward Partners Investment Advisory
New York
$559K +$334K +12,955 +170%
HG
464
Harbor Group
New Hampshire
$557K +$529K +20,521 New
WEPOG
465
Wealth Enhancement & Preservation of GA
Georgia
$556K +$1.83K +71 +0.3%
CG
466
Caprock Group
Idaho
$554K +$4.64K +180 +0.9%
SB
467
Strategic Blueprint
Georgia
$553K +$2.45K +95 +0.5%
AR
468
Apeiron RIA
Texas
$543K
IA
469
IFP Advisors
Florida
$536K +$13.3K +516 +3%
JIC
470
Johnson Investment Counsel
Ohio
$533K -$38.1K -1,477 -7%
KP
471
Keel Point
Alabama
$527K +$159K +6,160 +46%
FG
472
Foster Group
Iowa
$526K -$1.62K -63 -0.3%
SRC
473
Sage Rhino Capital
California
$524K -$5.93K -230 -1%
AA
474
Advisory Alpha
Michigan
$515K +$130K +5,042 +36%
MFA
475
Morling Financial Advisors
California
$510K

DFAC Hedge Fund Activity: Q2 2023 in Review

668 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Core Equity 2 ETF (DFAC) for Q2 2023, worth a combined $15.2B — down 3.6% from $15.8B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new DFAC positions and 18 closed out — a net gain of 27 holders — while 310 added to existing stakes and 165 trimmed.

The largest buyer was Mercer Global Advisors, adding an estimated $345M. The largest seller was Summit Wealth Group, cutting an estimated $775M.

  • 668 institutional investors held Dimensional US Core Equity 2 ETF (DFAC) as of Q2 2023, up from 648 in Q1 2023.
  • Funds reported $15.2B of Dimensional US Core Equity 2 ETF stock for Q2 2023, down 3.6% quarter-over-quarter.
  • 45 funds opened new Dimensional US Core Equity 2 ETF positions in Q2 2023 and 18 closed out, a net change of +27 holders.
  • The largest Dimensional US Core Equity 2 ETF buyer in Q2 2023 was Mercer Global Advisors, an estimated $345M added.
  • The largest Dimensional US Core Equity 2 ETF seller in Q2 2023 was Summit Wealth Group, an estimated $775M sold.

Based on aggregated 13F filings for Q2 2023.