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Dimensional US Core Equity 2 ETF
DFAC

858 hedge funds and large institutions have $24.5B invested in Dimensional US Core Equity 2 ETF in 2024 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 360 increasing their positions, 240 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 23

50% more repeat investments, than reductions

Existing positions increased: 360 | Existing positions reduced: 240

10% more capital invested

Capital invested by funds: $22.4B → $24.5B (+$2.13B)

4% more funds holding

Funds holding: 826 → 858 (+32)

2% more funds holding in top 10

Funds holding in top 10: 206 → 211 (+5)

0.17% more ownership

Funds ownership: 78.39% → 78.57% (+0.17%)

Holders
858
Holders Change
+32
Holders Change %
+3.87%
% of All Funds
12.32%
Holding in Top 10
211
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+2.43%
% of All Funds
3.03%
New
65
Increased
360
Reduced
240
Closed
23
Calls
$2.61M
Puts
–
Net Calls
+$2.61M
Net Calls Change
+$2.61M

Top Buyers

Rank Fund Capital Flow
1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$1.26B
2
WANY
Wealthspire Advisors (New York)
New York
+$253M
3
WA
Wealthstream Advisors
New York
+$114M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$104M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$80.3M

Top Sellers

Rank Fund Capital Flow
1
MSWM
McGlone Suttner Wealth Management
Wisconsin
-$60.5M
2
LWM
Liberty Wealth Management
California
-$25.7M
3
SWG
Summit Wealth Group
Vermont
-$24.6M
4
DWM
Diversify Wealth Management
Utah
-$20.5M
5
SW
Simplicity Wealth
New Jersey
-$17M
Name Holding Trade Value Shares
Change 		Change in
Stake
SRB
451
Shotwell Rutter Baer
Michigan
$1.43M – – –
CWM
452
Connecticut Wealth Management
Connecticut
$1.42M – – –
LA
453
Lifeworks Advisors
Michigan
$1.4M -$25K -756 -2%
CAM
454
Clark Asset Management
New Hampshire
$1.39M +$182K +5,510 +16%
CCM
455
Coldstream Capital Management
Washington
$1.39M – – –
JWCA
456
J.W. Cole Advisors
Florida
$1.38M -$101K -3,071 -7%
AFS
457
Annapolis Financial Services
Maryland
$1.35M +$15.2K +460 +1%
TNBTD
458
Trustmark National Bank Trust Department
Mississippi
$1.34M – – –
PA
459
Probity Advisors
Texas
$1.34M +$1.29M +38,944 New
MIAS
460
Mason Investment Advisory Services
Virginia
$1.33M +$3.5K +106 +0.3%
SCTC
461
Sanibel Captiva Trust Company
Florida
$1.32M – – –
FMC
462
First Merchants Corp
Indiana
$1.32M – – –
PA
463
Parallel Advisors
California
$1.32M -$1.55K -47 -0.1%
NB
464
Nicolet Bankshares
Wisconsin
$1.32M +$1.27M +38,413 New
HIP
465
HUB Investment Partners
Texas
$1.3M +$1.49K +45 +0.1%
SWM
466
Shakespeare Wealth Management
Wisconsin
$1.3M +$63.5K +1,924 +5%
PMG
467
ProVise Management Group
Florida
$1.29M +$3.01K +91 +0.2%
MHFA
468
Mission Hills Financial Advisory
California
$1.29M +$1.19M +35,947 New
BFP
469
Brewster Financial Planning
New York
$1.28M – – –
EWA
470
Exencial Wealth Advisors
Oklahoma
$1.27M +$29.3K +887 +2%
CFG
471
Cooper Financial Group
California
$1.25M – – –
BCM
472
Brookstone Capital Management
Illinois
$1.24M -$59.5K -1,800 -5%
VPIM
473
Vanguard Personalized Indexing Management
California
$1.24M – – –
LSA
474
Lion Street Advisors
Texas
$1.24M +$568K +17,185 +91%
Neuberger Berman Group
475
Neuberger Berman Group
New York
$1.23M +$15.1K +457 +1%
17 18
19
20 21

DFAC Hedge Fund Activity: Q3 2024 in Review

858 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Core Equity 2 ETF (DFAC) for Q3 2024, worth a combined $24.5B — up 9.5% from $22.4B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new DFAC positions and 23 closed out — a net gain of 42 holders — while 360 added to existing stakes and 240 trimmed.

The largest buyer was Focus Partners Wealth, adding an estimated $1.26B. The largest seller was McGlone Suttner Wealth Management, cutting an estimated $60.5M.

  • 858 institutional investors held Dimensional US Core Equity 2 ETF (DFAC) as of Q3 2024, up from 826 in Q2 2024.
  • Funds reported $24.5B of Dimensional US Core Equity 2 ETF stock for Q3 2024, up 9.5% quarter-over-quarter.
  • 65 funds opened new Dimensional US Core Equity 2 ETF positions in Q3 2024 and 23 closed out, a net change of +42 holders.
  • The largest Dimensional US Core Equity 2 ETF buyer in Q3 2024 was Focus Partners Wealth, an estimated $1.26B added.
  • The largest Dimensional US Core Equity 2 ETF seller in Q3 2024 was McGlone Suttner Wealth Management, an estimated $60.5M sold.

Based on aggregated 13F filings for Q3 2024.