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Dimensional US Core Equity 2 ETF
DFAC

826 hedge funds and large institutions have $22.4B invested in Dimensional US Core Equity 2 ETF in 2024 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 338 increasing their positions, 244 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 30

39% more repeat investments, than reductions

Existing positions increased: 338 | Existing positions reduced: 244

3% more funds holding

Funds holding: 800 → 826 (+26)

5% more capital invested

Capital invested by funds: $21.4B → $22.4B (+$984M)

1% more funds holding in top 10

Funds holding in top 10: 204 → 206 (+2)

0.19% more ownership

Funds ownership: 78.2% → 78.39% (+0.19%)

Holders
826
Holders Change
+26
Holders Change %
+3.25%
% of All Funds
11.93%
Holding in Top 10
206
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+0.98%
% of All Funds
2.98%
New
64
Increased
338
Reduced
244
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SC
Savant Capital
Illinois
+$139M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$82.4M
3
ATI
ARK & TLK Investments
Oklahoma
+$61.5M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$50.4M
5
AC
Apella Capital
Connecticut
+$41.2M

Top Sellers

Rank Fund Capital Flow
1
FFM
Forum Financial Management
Illinois
-$66.8M
2
LNC
Lincoln National Corp
Pennsylvania
-$49.9M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$22.3M
4
BSW
Buckingham Strategic Wealth
Missouri
-$14.2M
5
GWM
Grand Wealth Management
Michigan
-$12.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
OPWM
451
Oakwell Private Wealth Management
Texas
$1.31M -$1.42K -45 -0.1%
CCM
452
Coldstream Capital Management
Washington
$1.31M -$13.6K -431 -1%
OSAM
453
O'Shaughnessy Asset Management
Connecticut
$1.29M +$17.3K +547 +1%
BCM
454
Brookstone Capital Management
Illinois
$1.27M -$50.6K -1,604 -4%
TNBTD
455
Trustmark National Bank Trust Department
Mississippi
$1.26M – – –
AFS
456
Annapolis Financial Services
Maryland
$1.25M -$29.4K -932 -2%
SCTC
457
Sanibel Captiva Trust Company
Florida
$1.24M +$1.01M +32,154 +499%
MIAS
458
Mason Investment Advisory Services
Virginia
$1.24M +$3.63K +115 +0.3%
PA
459
Parallel Advisors
California
$1.24M -$17.1K -543 -1%
FMC
460
First Merchants Corp
Indiana
$1.24M – – –
Millennium Management
461
Millennium Management
New York
$1.24M +$145K +4,591 +14%
CSB
462
City State Bank
Iowa
$1.23M +$124K +3,930 +11%
HIP
463
HUB Investment Partners
Texas
$1.22M +$1.58K +50 +0.1%
Fifth Third Bancorp
464
Fifth Third Bancorp
Ohio
$1.22M +$134K +4,243 +13%
PMG
465
ProVise Management Group
Florida
$1.21M +$3.12K +99 +0.3%
BFP
466
Brewster Financial Planning
New York
$1.2M -$24.4K -774 -2%
BTI
467
Blue Trust Inc
Georgia
$1.19M -$296K -9,380 -20%
CFG
468
Cooper Financial Group
California
$1.17M – – –
CAG
469
Csenge Advisory Group
Florida
$1.17M +$576K +18,255 +101%
EWA
470
Exencial Wealth Advisors
Oklahoma
$1.16M +$104K +3,300 +10%
SWM
471
Shakespeare Wealth Management
Wisconsin
$1.16M +$129K +4,104 +13%
FWM
472
FMFE Wealth Management
New York
$1.16M +$5.14K +163 +0.5%
DEM
473
Disciplined Equity Management
Florida
$1.15M +$7.88K +250 +0.7%
Neuberger Berman Group
474
Neuberger Berman Group
New York
$1.15M +$1.12M +35,550 New
ECM
475
Evergreen Capital Management
Washington
$1.14M – – –
17 18
19
20 21

DFAC Hedge Fund Activity: Q2 2024 in Review

826 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Core Equity 2 ETF (DFAC) for Q2 2024, worth a combined $22.4B — up 4.6% from $21.4B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new DFAC positions and 30 closed out — a net gain of 34 holders — while 338 added to existing stakes and 244 trimmed.

The largest buyer was Savant Capital, adding an estimated $139M. The largest seller was Forum Financial Management, cutting an estimated $66.8M.

  • 826 institutional investors held Dimensional US Core Equity 2 ETF (DFAC) as of Q2 2024, up from 800 in Q1 2024.
  • Funds reported $22.4B of Dimensional US Core Equity 2 ETF stock for Q2 2024, up 4.6% quarter-over-quarter.
  • 64 funds opened new Dimensional US Core Equity 2 ETF positions in Q2 2024 and 30 closed out, a net change of +34 holders.
  • The largest Dimensional US Core Equity 2 ETF buyer in Q2 2024 was Savant Capital, an estimated $139M added.
  • The largest Dimensional US Core Equity 2 ETF seller in Q2 2024 was Forum Financial Management, an estimated $66.8M sold.

Based on aggregated 13F filings for Q2 2024.