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Dimensional US Core Equity 2 ETF
DFAC

800 hedge funds and large institutions have $21.4B invested in Dimensional US Core Equity 2 ETF in 2024 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 350 increasing their positions, 208 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

223% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 22

68% more repeat investments, than reductions

Existing positions increased: 350 | Existing positions reduced: 208

12% more capital invested

Capital invested by funds: $19B → $21.4B (+$2.36B)

5% more funds holding

Funds holding: 765 → 800 (+35)

1% more funds holding in top 10

Funds holding in top 10: 201 → 204 (+3)

0.49% less ownership

Funds ownership: 78.69% → 78.2% (-0.49%)

Holders
800
Holders Change
+35
Holders Change %
+4.58%
% of All Funds
11.52%
Holding in Top 10
204
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+1.49%
% of All Funds
2.94%
New
71
Increased
350
Reduced
208
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FPAS
Focus Partners Advisor Solutions
Missouri
+$188M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$127M
3
GM
GeoWealth Management
Illinois
+$86.1M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$68.8M
5
SIM
Stratos Investment Management
Ohio
+$44.6M

Top Sellers

Rank Fund Capital Flow
1
MHS
M Holdings Securities
Oregon
-$67.9M
2
PCA
Prosperity Capital Advisors
Ohio
-$47.1M
3
MSWM
McGlone Suttner Wealth Management
Wisconsin
-$33.6M
4
FFM
Forum Financial Management
Illinois
-$27.8M
5
SC
Savant Capital
Illinois
-$17.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
MIAS
451
Mason Investment Advisory Services
Virginia
$1.23M – – –
BFP
452
Brewster Financial Planning
New York
$1.22M – – –
PFBT
453
Parkside Financial Bank & Trust
Missouri
$1.21M -$106K -3,519 -9%
HIP
454
HUB Investment Partners
Texas
$1.21M +$345K +11,435 +43%
AIP
455
Almanack Investment Partners
Pennsylvania
$1.21M +$149K +4,930 +15%
PMG
456
ProVise Management Group
Florida
$1.2M -$28.1K -932 -2%
EFA
457
Edge Financial Advisors
Illinois
$1.18M +$1.1M +36,277 New
WIA
458
World Investment Advisors
California
$1.17M +$1.11M +36,736 New
CFG
459
Cooper Financial Group
California
$1.16M – – –
VPIM
460
Vanguard Personalized Indexing Management
California
$1.16M +$118K +3,923 +12%
FWM
461
FMFE Wealth Management
New York
$1.14M +$8.36K +277 +0.8%
WS
462
Wedbush Securities
California
$1.14M -$72.2K -2,390 -6%
DEM
463
Disciplined Equity Management
Florida
$1.14M +$3.02K +100 +0.3%
ECM
464
Evergreen Capital Management
Washington
$1.13M – – –
CAM
465
Clark Asset Management
New Hampshire
$1.12M – – –
CSB
466
City State Bank
Iowa
$1.1M +$11.2K +372 +1%
LG
467
LAM Group
Oregon
$1.08M +$60 +2 +0%
Millennium Management
468
Millennium Management
New York
$1.08M +$1.02M +33,862 New
Fifth Third Bancorp
469
Fifth Third Bancorp
Ohio
$1.07M -$50.1K -1,658 -5%
EP
470
Essential Planning
New Hampshire
$1.07M – – –
CB
471
Commerce Bank
Missouri
$1.06M -$783K -25,950 -44%
KWM
472
Kingsview Wealth Management
Oregon
$1.05M +$53.3K +1,764 +6%
EWA
473
Exencial Wealth Advisors
Oklahoma
$1.05M +$31.5K +1,042 +3%
O3W
474
Omni 360 Wealth
New Jersey
$1.04M – – –
HWA
475
Heritage Wealth Advisors
Virginia
$1.04M – – –
17 18
19
20 21

DFAC Hedge Fund Activity: Q1 2024 in Review

800 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Core Equity 2 ETF (DFAC) for Q1 2024, worth a combined $21.4B — up 12% from $19B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new DFAC positions and 22 closed out — a net gain of 49 holders — while 350 added to existing stakes and 208 trimmed.

The largest buyer was Focus Partners Advisor Solutions, adding an estimated $188M. The largest seller was M Holdings Securities, cutting an estimated $67.9M.

  • 800 institutional investors held Dimensional US Core Equity 2 ETF (DFAC) as of Q1 2024, up from 765 in Q4 2023.
  • Funds reported $21.4B of Dimensional US Core Equity 2 ETF stock for Q1 2024, up 12% quarter-over-quarter.
  • 71 funds opened new Dimensional US Core Equity 2 ETF positions in Q1 2024 and 22 closed out, a net change of +49 holders.
  • The largest Dimensional US Core Equity 2 ETF buyer in Q1 2024 was Focus Partners Advisor Solutions, an estimated $188M added.
  • The largest Dimensional US Core Equity 2 ETF seller in Q1 2024 was M Holdings Securities, an estimated $67.9M sold.

Based on aggregated 13F filings for Q1 2024.